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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
LFS
1076
Leibman Financial Services
Nebraska
$302K – – –
CAM
1077
CPA Asset Management
Florida
$301K – – –
PWA
1078
Prairie Wealth Advisors
Nebraska
$300K – – –
AIM
1079
Acropolis Investment Management
Missouri
$300K +$3.48K +50 +1%
QFA
1080
Quantum Financial Advisors
California
$298K +$258K +3,705 New
PPW
1081
Parcion Private Wealth
Washington
$298K -$836 -12 -0.3%
PFBT
1082
Parkside Financial Bank & Trust
Missouri
$298K +$7.73K +111 +3%
BOPW
1083
Brandywine Oak Private Wealth
Pennsylvania
$296K – – –
KCM
1084
Kornitzer Capital Management
Kansas
$295K -$487 -7 -0.2%
TPI
1085
Trust Point Inc
Wisconsin
$294K +$6.54K +94 +3%
TYCC
1086
Texas Yale Capital Corp
Florida
$294K +$5.57K +80 +2%
NAMP
1087
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$292K – – –
AUB
1088
Atlantic Union Bankshares
Virginia
$291K -$9.82K -141 -4%
FAM
1089
Formidable Asset Management
Ohio
$290K -$11.4K -164 -4%
MLL
1090
Moody Lynn & Lieberson
Massachusetts
$290K – – –
MIS
1091
Morningstar Investment Services
Illinois
$289K +$250K +3,589 New
WFI
1092
West Family Investments
California
$285K +$247K +3,544 New
COCM
1093
Charter Oak Capital Management
New Hampshire
$283K +$18.5K +266 +8%
SC
1094
Sepio Capital
Utah
$281K +$243K +3,493 New
CFP
1095
Catalyst Financial Partners
Massachusetts
$281K +$7.03K +101 +3%
KLCM
1096
KG&L Capital Management
Louisiana
$279K – – –
SWMP
1097
Signature Wealth Management Partners
New Jersey
$278K – – –
PWP
1098
Phillips Wealth Planners
Mississippi
$277K +$238K +3,420 New
MFA
1099
Mayflower Financial Advisors
Massachusetts
$277K -$14.6K -209 -6%
BWM
1100
BKM Wealth Management
Wisconsin
$276K +$239K +3,433 New
42 43
44
45 46

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.