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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
SAM
1051
Smartleaf Asset Management
Massachusetts
$324K +$146K +2,100 +109%
JEST
1052
JTC Employer Solutions Trustee
Jersey
$324K – – –
RRA
1053
Round Rock Advisors
Connecticut
$323K – – –
TW
1054
Transform Wealth
Colorado
$322K – – –
TA
1055
Townsend & Associates
Colorado
$320K -$2.3K -33 -0.8%
GRP
1056
Global Retirement Partners
California
$319K +$32.9K +472 +14%
AWM
1057
Angeles Wealth Management
California
$318K +$6.82K +98 +3%
WC
1058
Whitney & Co
New York
$317K -$5.22K -75 -2%
MCM
1059
Marathon Capital Management
Maryland
$316K +$139 +2 +0.1%
TFM
1060
TFC Financial Management
Massachusetts
$314K +$11.4K +164 +4%
VA
1061
Valmark Advisers
Ohio
$314K +$4.11K +59 +2%
LFAS
1062
Level Four Advisory Services
Texas
$312K -$14K -201 -4%
MPI
1063
Mairs & Power Inc
Minnesota
$311K – – –
C
1064
Covestor
United Kingdom
$311K +$103K +1,478 +62%
FFC
1065
First Financial Corp
Indiana
$311K -$13.9K -200 -5%
LA
1066
Legacy Advisors
Pennsylvania
$308K +$16K +230 +6%
MWP
1067
Madison Wealth Partners
Wisconsin
$307K – – –
NFC
1068
Northeast Financial Consultants
Connecticut
$306K – – –
WFAG
1069
Wescott Financial Advisory Group
Pennsylvania
$306K +$557 +8 +0.2%
MF
1070
Montis Financial
Massachusetts
$305K -$30K -431 -10%
JAG
1071
Journey Advisory Group
Kentucky
$305K – – –
GBT
1072
Grove Bank & Trust
Florida
$305K +$4.87K +70 +2%
TAM
1073
Todd Asset Management
Kentucky
$305K – – –
BC
1074
Broadwater Capital
Massachusetts
$303K -$8.7K -125 -3%
AWM
1075
Aries Wealth Management
Maine
$303K – – –
41 42
43
44 45

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.