We are live on ! Find out more
CARR icon

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
HIA
1176
Harbor Investment Advisory
Maryland
$242K -$557 -8 -0.3%
PA
1177
Promethium Advisors
Maryland
$241K +$209K +3,000 New
SMH
1178
Sanders Morris Harris
Texas
$241K +$209K +3,000 New
SRC
1179
Stone Run Capital
New York
$241K +$209K +3,000 New
BSHC
1180
Breed's Hill Capital
Massachusetts
$241K -$59K -847 -22%
MCM
1181
Morton Capital Management
California
$241K +$208K +2,992 New
BFA
1182
Bill Few Associates
Pennsylvania
$241K +$208K +2,991 New
EFG
1183
Embree Financial Group
Illinois
$239K +$207K +2,970 New
CS
1184
Cannell & Spears
New York
$239K +$206K +2,964 New
BONH
1185
Bank of New Hampshire
New Hampshire
$238K – – –
Handelsbanken Fonder
1186
Handelsbanken Fonder
Sweden
$238K -$634K -9,104 -75%
AFM
1187
Armstrong Fleming & Moore
District of Columbia
$237K +$205K +2,950 New
NPA
1188
Nichols & Pratt Advisers
Massachusetts
$237K +$205K +2,950 New
CWS
1189
Confluence Wealth Services
Pennsylvania
$237K +$205K +2,944 New
ECAM
1190
East Coast Asset Management
Massachusetts
$237K +$205K +2,940 New
APP
1191
Avantax Planning Partners
Iowa
$236K +$204K +2,927 New
RAM
1192
Riggs Asset Management
Pennsylvania
$235K – – –
AIM
1193
Alhambra Investment Management
Florida
$235K +$203K +2,918 New
AC
1194
Apella Capital
Connecticut
$235K +$203K +2,915 New
MCM
1195
Mengis Capital Management
Oregon
$234K +$202K +2,901 New
MCC
1196
Money Concepts Capital
Florida
$231K +$200K +2,869 New
AWM
1197
AllSquare Wealth Management
New York
$230K – – –
KA
1198
Kovack Advisors
Florida
$230K +$199K +2,852 New
LCWP
1199
Legacy Capital Wealth Partners
Arkansas
$229K +$198K +2,839 New
KC
1200
Kingfisher Capital
North Carolina
$228K +$198K +2,838 New
46 47
48
49 50

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.