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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
EA
1151
Everpar Advisors
Oklahoma
$254K -$11.5K -165 -5%
PP
1152
PDS Planning
Ohio
$253K +$219K +3,142 New
NFGCM
1153
Norman Fields Gottscho Capital Management
New York
$252K -$9.75K -140 -4%
BBI
1154
Baxter Bros Inc
Connecticut
$252K -$18.7K -269 -8%
MSFS
1155
Main Street Financial Solutions
Pennsylvania
$251K +$217K +3,117 New
PG
1156
Prostatis Group
Maryland
$250K +$217K +3,112 New
NA
1157
Navellier & Associates
Nevada
$250K +$217K +3,110 New
BIG
1158
Brooklyn Investment Group
New York
$250K +$216K +3,106 New
ERIM
1159
Eagle Ridge Investment Management
Connecticut
$249K +$216K +3,096 New
CICI
1160
Capital Investment Counsel Inc
North Carolina
$249K +$215K +3,091 New
CFP
1161
Cascade Financial Partners
California
$248K -$15.9K -228 -7%
AEPWM
1162
Atlantic Edge Private Wealth Management
Florida
$248K – – –
CAM
1163
Claret Asset Management
Quebec, Canada
$247K +$214K +3,071 New
SQA
1164
Simon Quick Advisors
New Jersey
$247K +$214K +3,068 New
BBNB
1165
Baker Boyer National Bank
Washington
$246K +$213K +3,062 New
GWM
1166
Geneos Wealth Management
Colorado
$246K +$21.7K +312 +11%
SSB
1167
Sandy Spring Bank
Maryland
$246K -$28.5K -410 -12%
WF
1168
WoodTrust Financial
Wisconsin
$245K +$212K +3,040 New
HIM
1169
Harbour Investment Management
Washington
$245K +$212K +3,040 New
RWM
1170
Ritholtz Wealth Management
New York
$245K -$15.8K -227 -7%
AM
1171
AGF Management
Ontario, Canada
$244K +$211K +3,030 New
CSC
1172
Caldwell Sutter Capital
California
$243K -$1.39K -20 -0.7%
SCM
1173
SOL Capital Management
Maryland
$243K +$210K +3,015 New
PWM
1174
PBMares Wealth Management
Virginia
$243K -$25.1K -361 -11%
EWA
1175
Elevate Wealth Advisory
Georgia
$242K +$210K +3,010 New
45 46
47
48 49

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.