We are live on ! Find out more
CARR icon

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
MAS
526
Meeder Advisory Services
Ohio
$1.74M +$23.9K +343 +2%
NRS
527
Neville Rodie & Shaw
New York
$1.74M – – –
LNWWM
528
Laird Norton Wetherby Wealth Management
California
$1.73M +$15.3K +220 +1%
BHIA
529
Birch Hill Investment Advisors
Massachusetts
$1.73M – – –
Citadel Advisors
530
Citadel Advisors
Florida
$1.73M -$153M -2,198,845 -99%
PP
531
Paloma Partners
Connecticut
$1.72M -$1.97M -28,308 -57%
KIA
532
KCM Investment Advisors
California
$1.72M +$20.7K +297 +1%
GAM
533
Griffin Asset Management
New York
$1.69M +$34.8K +500 +2%
WG
534
Winton Group
United Kingdom
$1.69M +$1.12M +16,020 +322%
CG
535
Caprock Group
Idaho
$1.69M -$192K -2,759 -12%
CCM
536
Cinctive Capital Management
New York
$1.68M +$1.45M +20,870 New
WPC
537
Wedmont Private Capital
Pennsylvania
$1.67M +$79.7K +1,145 +6%
IWC
538
Integrated Wealth Concepts
Massachusetts
$1.66M -$113K -1,624 -7%
IIM
539
INTECH Investment Management
Florida
$1.66M -$4.89M -70,295 -77%
SWP
540
Stratos Wealth Partners
Ohio
$1.65M -$6.68K -96 -0.5%
SIC
541
Salem Investment Counselors
North Carolina
$1.65M +$5.08K +73 +0.4%
MS
542
Maven Securities
Jersey
$1.64M +$1.42M +20,400 New
WI
543
Wahed Invest
New York
$1.64M +$1.42M +20,374 New
PIM
544
Penobscot Investment Management
Massachusetts
$1.64M +$111K +1,596 +9%
OIA
545
OneDigital Investment Advisors
Kansas
$1.64M -$45.6K -655 -3%
PCS
546
Personal CFO Solutions
New Jersey
$1.63M +$6.27K +90 +0.4%
USAA
547
United Services Automobile Association
Texas
$1.62M -$332K -4,770 -19%
LSAG
548
Lake Street Advisors Group
New Hampshire
$1.61M -$93.9K -1,349 -6%
LFG
549
Lazard Frères Gestion
France
$1.61M – – –
PA
550
Parallel Advisors
California
$1.6M +$154K +2,211 +13%
20 21
22
23 24

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.