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Carrier Global
CARR

1,548 hedge funds and large institutions have $60.2B invested in Carrier Global in 2024 Q3 according to their latest regulatory filings, with 195 funds opening new positions, 510 increasing their positions, 541 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 195 | Existing positions closed: 79

73% more funds holding in top 10

Funds holding in top 10: 11 → 19 (+8)

27% more capital invested

Capital invested by funds: $47.5B → $60.2B (+$12.7B)

7% more funds holding

Funds holding: 1,448 → 1,548 (+100)

3% more call options, than puts

Call options by funds: $725M | Put options by funds: $704M

0.6% less ownership

Funds ownership: 83.61% → 83.01% (-0.6%)

6% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 541

Holders
1,548
Holders Change
+100
Holders Change %
+6.91%
% of All Funds
22.23%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.27%
New
195
Increased
510
Reduced
541
Closed
79
Calls
$725M
Puts
$704M
Net Calls
+$21.2M
Net Calls Change
-$140M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$162M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$155M
3
ZIG
Zurich Insurance Group
Switzerland
+$113M
4
Amundi
Amundi
France
+$110M
5
Capital International Investors
Capital International Investors
California
+$97M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$153M
2
JP Morgan Chase
JP Morgan Chase
New York
-$136M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$104M
4
Morgan Stanley
Morgan Stanley
New York
-$102M
5
BAM
Burgundy Asset Management
Ontario, Canada
-$82.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
501
FORA Capital
Florida
$1.97M -$1.24M -17,835 -42%
LOAME
502
Lombard Odier Asset Management (Europe)
United Kingdom
$1.97M +$1.7M +24,435 New
LAM
503
Lakewood Asset Management
Illinois
$1.95M -$47.9K -688 -3%
LOAMS
504
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.94M +$64.7K +929 +4%
JIC
505
Johnson Investment Counsel
Ohio
$1.9M -$206K -2,965 -11%
TMAM
506
Tokio Marine Asset Management
Japan
$1.89M +$89.3K +1,283 +6%
Lido Advisors
507
Lido Advisors
California
$1.89M +$50.3K +723 +3%
WC
508
Woodstock Corp
Massachusetts
$1.89M -$27.9K -400 -2%
DZ Bank
509
DZ Bank
Germany
$1.88M -$1.95M -27,960 -55%
GT
510
Greenleaf Trust
Michigan
$1.87M +$17.8K +256 +1%
BIM
511
Bridges Investment Management
Nebraska
$1.85M – – –
QPW
512
Quantum Private Wealth
Florida
$1.85M +$48.9K +702 +3%
CTC
513
Central Trust Company
Missouri
$1.84M -$173K -2,483 -10%
CFMC
514
Curbstone Financial Management Corp
New Hampshire
$1.83M -$8.77K -126 -0.6%
Squarepoint
515
Squarepoint
New York
$1.82M -$7.31K -105 -0.5%
AWM
516
Apollon Wealth Management
South Carolina
$1.81M +$86.2K +1,238 +6%
BC
517
Burney Company
Virginia
$1.8M -$29.9K -430 -2%
HFM
518
Hartford Financial Management
Connecticut
$1.8M -$13.8K -198 -0.9%
STA
519
Summit Trail Advisors
New York
$1.76M +$5.01K +72 +0.3%
SM
520
Sciencast Management
New Jersey
$1.76M -$1.08M -15,526 -42%
GPA
521
Garrison Point Advisors
California
$1.75M -$4.18K -60 -0.3%
HAIM
522
Hunter Associates Investment Management
Pennsylvania
$1.75M +$34.8K +500 +2%
MWM
523
Modera Wealth Management
New Jersey
$1.75M – – –
EWA
524
EP Wealth Advisors
California
$1.75M +$496K +7,119 +49%
TWM
525
Trueblood Wealth Management
Ohio
$1.75M -$53.9K -774 -3%
19 20
21
22 23

CARR Hedge Fund Activity: Q3 2024 in Review

1,548 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q3 2024, worth a combined $60.2B — up 27% from $47.5B a quarter earlier.

Buyers outnumbered sellers: 195 funds opened new CARR positions and 79 closed out — a net gain of 116 holders — while 510 added to existing stakes and 541 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $162M. The largest seller was Citadel Advisors, cutting an estimated $153M.

  • 1,548 institutional investors held Carrier Global (CARR) as of Q3 2024, up from 1,448 in Q2 2024.
  • Funds reported $60.2B of Carrier Global stock for Q3 2024, up 27% quarter-over-quarter.
  • 195 funds opened new Carrier Global positions in Q3 2024 and 79 closed out, a net change of +116 holders.
  • The largest Carrier Global buyer in Q3 2024 was Fidelity Investments, an estimated $162M added.
  • The largest Carrier Global seller in Q3 2024 was Citadel Advisors, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2024.