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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
RMC
701
Resources Management Corp
Connecticut
$840K +$161K +2,308 +28%
FI
702
Fractal Investments
Connecticut
$830K – – –
CB
703
Community Bank
New York
$829K -$6.96K -100 -1%
FM
704
Foster & Motley
Ohio
$825K -$111K -1,590 -13%
BCM
705
Beck Capital Management
Texas
$825K +$2.3K +33 +0.3%
PA
706
Profund Advisors
Maryland
$822K -$232K -3,331 -25%
BTW
707
Boston Trust Walden
Massachusetts
$820K – – –
BSA
708
Bull Street Advisors
Georgia
$819K -$1.81K -26 -0.3%
PIM
709
Plato Investment Management
Australia
$819K – – –
FCBT
710
First Citizens Bank & Trust
North Carolina
$819K -$21.7K -311 -3%
VCA
711
Verdence Capital Advisors
Maryland
$819K +$15K +215 +2%
MNBTD
712
Moody National Bank Trust Division
Texas
$817K +$4.25K +61 +0.6%
SOS
713
Silver Oak Securities
Tennessee
$809K +$4.53K +65 +0.6%
IAS
714
Investment Advisory Services
Texas
$808K -$34.2K -491 -5%
RCA
715
Resonant Capital Advisors
Wisconsin
$808K +$14.3K +206 +2%
HH
716
Hilltop Holdings
Texas
$805K +$313K +4,493 +81%
CIC
717
Canal Insurance Company
South Carolina
$805K – – –
GFA
718
Gifford Fong Associates
California
$805K – – –
JCA
719
Jade Capital Advisors
New Jersey
$805K -$6.27M -90,000 -90%
PWA
720
Provenance Wealth Advisors
Florida
$801K -$7.31K -105 -1%
FC
721
Forte Capital
New York
$799K – – –
AMIM
722
Aull & Monroe Investment Management
Alabama
$798K -$27.2K -391 -4%
TTWM
723
TCV Trust & Wealth Management
Virginia
$798K -$9.61K -138 -1%
FCCM
724
First City Capital Management
Georgia
$796K – – –
LWANC
725
Laurel Wealth Advisors (North Carolina)
North Carolina
$794K -$50.3K -722 -7%
27 28
29
30 31

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.