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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
FBT
1026
First Bank & Trust
South Dakota
$341K +$20.3K +291 +7%
TFS
1027
Thoroughbred Financial Services
Tennessee
$341K – – –
PFA
1028
Pure Financial Advisors
California
$340K -$4.53K -65 -2%
PBC
1029
Pavion Blue Capital
California
$340K – – –
GFA
1030
Gallagher Fiduciary Advisors
Illinois
$339K +$67.8K +973 +30%
PWPS
1031
Pinnacle Wealth Planning Services
Ohio
$339K -$418 -6 -0.1%
CWG
1032
Cornerstone Wealth Group
North Carolina
$339K +$7.73K +111 +3%
IBOK
1033
Independence Bank of Kentucky
Kentucky
$339K +$15.7K +225 +6%
VI
1034
Versor Investments
New York
$338K +$292K +4,200 New
UFA
1035
US Financial Advisors
Massachusetts
$337K -$3.13K -45 -1%
FTIS
1036
First Trust Investment Solutions
Florida
$335K +$49.2K +706 +20%
CCWM
1037
Cassaday & Co Wealth Management
Virginia
$334K +$6.48K +93 +2%
CAAS
1038
Capital Asset Advisory Services
Michigan
$334K -$31.8K -456 -10%
WIC
1039
Wilkins Investment Counsel
Massachusetts
$333K -$13.2K -190 -4%
MPWT
1040
MassMutual Private Wealth & Trust
Connecticut
$333K -$4.67K -67 -2%
DTC
1041
Davidson Trust Company
Washington
$331K +$50.5K +725 +21%
AWM
1042
Aberdeen Wealth Management
Illinois
$330K -$13.9K -200 -5%
SFG
1043
Sovereign Financial Group
Connecticut
$330K -$6.06K -87 -2%
CT
1044
Chicago Trust
Illinois
$329K +$29.2K +419 +11%
MAWA
1045
Moss Adams Wealth Advisors
Washington
$329K +$45.9K +659 +19%
MA
1046
MONECO Advisors
Connecticut
$329K +$26.1K +375 +10%
SIM
1047
Sentry Investment Management
Wisconsin
$327K +$28.5K +410 +11%
DOA
1048
D'Orazio & Associates
Virginia
$327K +$6.27K +90 +2%
PPWP
1049
Premier Path Wealth Partners
New Jersey
$326K +$3.97K +57 +1%
FB
1050
Fulton Bank
Pennsylvania
$325K -$5.15K -74 -2%
40 41
42
43 44

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.