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Carrier Global
CARR

1,556 hedge funds and large institutions have $50.1B invested in Carrier Global in 2024 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 521 increasing their positions, 540 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 150

1% more funds holding

Funds holding: 1,548 → 1,556 (+8)

4% less repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 540

1.18% less ownership

Funds ownership: 83.01% → 81.83% (-1.2%)

17% less capital invested

Capital invested by funds: $60.2B → $50.1B (-$10.1B)

24% less call options, than puts

Call options by funds: $404M | Put options by funds: $532M

53% less funds holding in top 10

Funds holding in top 10: 19 → 9 (-10)

Holders
1,556
Holders Change
+8
Holders Change %
+0.52%
% of All Funds
20.5%
Holding in Top 10
9
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-52.63%
% of All Funds
0.12%
New
183
Increased
521
Reduced
540
Closed
150
Calls
$404M
Puts
$532M
Net Calls
-$127M
Net Calls Change
-$148M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$232M
2
Morgan Stanley
Morgan Stanley
New York
+$190M
3
Artisan Partners
Artisan Partners
Wisconsin
+$183M
4
BlackRock
BlackRock
New York
+$167M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$115M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.49B
2
Capital International Investors
Capital International Investors
California
-$748M
3
Capital World Investors
Capital World Investors
California
-$203M
4
JP Morgan Chase
JP Morgan Chase
New York
-$179M
5
N
Nuveen
North Carolina
-$140M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
26
PineStone Asset Management
Quebec, Canada
$287M +$7.45M +98,751 +2%
Bank of America
27
Bank of America
North Carolina
$286M -$30.3M -401,664 -9%
CWG
28
C WorldWide Group
Denmark
$258M -$23.6M -312,851 -8%
Amundi
29
Amundi
France
$254M +$3.3M +43,748 +1%
Victory Capital Management
30
Victory Capital Management
Texas
$249M -$33.4M -442,846 -11%
Impax Asset Management Group
31
Impax Asset Management Group
United Kingdom
$239M -$22.7M -300,570 -8%
UBS Group
32
UBS Group
Switzerland
$236M +$113M +1,501,408 +77%
FMI
33
Fiduciary Management Inc
Wisconsin
$220M -$13.7M -182,039 -5%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$214M -$40.5M -537,514 -15%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$209M -$132M -1,753,219 -36%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$201M +$30.6M +405,976 +16%
GCM
37
Gates Capital Management
New York
$200M – – –
Principal Financial Group
38
Principal Financial Group
Iowa
$182M +$7.99M +105,995 +4%
AllianceBernstein
39
AllianceBernstein
Tennessee
$182M -$5.14M -68,094 -2%
Artisan Partners
40
Artisan Partners
Wisconsin
$166M +$183M +2,432,778 New
Deutsche Bank
41
Deutsche Bank
Germany
$164M +$21.1M +280,077 +13%
Primecap Management
42
Primecap Management
California
$162M +$22M +291,350 +14%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$160M +$9.53M +126,318 +6%
Swiss National Bank
44
Swiss National Bank
Switzerland
$157M -$8.43M -111,800 -5%
National Pension Service
45
National Pension Service
South Korea
$148M +$20.6M +272,494 +14%
BAM
46
Burgundy Asset Management
Ontario, Canada
$133M -$46.1M -611,705 -24%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$128M +$1.28M +16,993 +0.9%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$119M +$21.2M +280,843 +19%
Raymond James Financial
49
Raymond James Financial
Florida
$108M +$120M +1,588,528 New
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$104M +$115M +1,520,575 New
1
2
3 4 5

CARR Hedge Fund Activity: Q4 2024 in Review

1,556 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q4 2024, worth a combined $50.1B — down 17% from $60.2B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new CARR positions and 150 closed out — a net gain of 33 holders — while 521 added to existing stakes and 540 trimmed.

The largest buyer was Brown Advisory, adding an estimated $232M. The largest seller was Capital Research Global Investors, cutting an estimated $1.49B.

  • 1,556 institutional investors held Carrier Global (CARR) as of Q4 2024, up from 1,548 in Q3 2024.
  • Funds reported $50.1B of Carrier Global stock for Q4 2024, down 17% quarter-over-quarter.
  • 183 funds opened new Carrier Global positions in Q4 2024 and 150 closed out, a net change of +33 holders.
  • The largest Carrier Global buyer in Q4 2024 was Brown Advisory, an estimated $232M added.
  • The largest Carrier Global seller in Q4 2024 was Capital Research Global Investors, an estimated $1.49B sold.

Based on aggregated 13F filings for Q4 2024.