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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
JIC
1101
Joel Isaacson & Co
New York
$276K +$8.56K +123 +4%
HIG
1102
Heritage Investment Group
Florida
$276K – – –
WFAG
1103
Worth Financial Advisory Group
North Carolina
$276K -$2.72K -39 -1%
AWP
1104
Abacus Wealth Partners
California
$275K +$238K +3,420 New
RDWM
1105
Red Door Wealth Management
Tennessee
$275K +$238K +3,418 New
EI
1106
Ellevest Inc
New York
$274K -$41.3K -593 -15%
NL
1107
NWAM LLC
Washington
$274K +$237K +3,407 New
IP
1108
Ignite Planners
California
$274K +$766 +11 +0.3%
SFCL
1109
Strengthening Families & Communities LLC
Massachusetts
$273K – – –
WC
1110
Wynn Capital
Georgia
$273K – – –
AWA
1111
Aaron Wealth Advisors
Illinois
$273K -$42.5K -611 -15%
CCFCSB
1112
Cape Cod Five Cents Savings Bank
Massachusetts
$272K -$23K -330 -9%
CAMG
1113
CWA Asset Management Group
Florida
$272K +$235K +3,374 New
HWAM
1114
Hennion & Walsh Asset Management
New Jersey
$270K -$5.57K -80 -2%
QPWM
1115
Quadrant Private Wealth Management
Pennsylvania
$269K +$2.58K +37 +1%
LAM
1116
L2 Asset Management
Massachusetts
$269K +$7.87K +113 +3%
GLA
1117
Good Life Advisors
Pennsylvania
$269K +$233K +3,342 New
OCPWS
1118
One Charles Private Wealth Services
Massachusetts
$268K +$3.62K +52 +2%
BC
1119
Barnett & Company
Tennessee
$267K -$386K -5,550 -63%
ST
1120
Smithfield Trust
Pennsylvania
$267K – – –
BAM
1121
Belpointe Asset Management
Nevada
$267K +$231K +3,314 New
CFM
1122
Catalyst Funds Management
Australia
$266K +$230K +3,300 New
BCA
1123
Bay Colony Advisors
Massachusetts
$265K +$229K +3,294 New
FMTCOCP
1124
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$265K -$29.7K -426 -11%
CFG
1125
Cooper Financial Group
California
$265K +$3.48K +50 +2%
43 44
45
46 47

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.