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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
LOPW
1201
Live Oak Private Wealth
North Carolina
$228K +$197K +2,828 New
CC
1202
Callan Capital
California
$227K +$196K +2,820 New
MW
1203
MBL Wealth
North Carolina
$226K +$195K +2,806 New
BFO
1204
Boston Family Office
Massachusetts
$225K +$195K +2,800 New
BL
1205
Balentine LLC
Georgia
$225K +$194K +2,791 New
KCM
1206
Kathmere Capital Management
Pennsylvania
$225K +$194K +2,790 New
PL
1207
Plancorp LLC
Missouri
$224K +$194K +2,788 New
Empower Advisory Group
1208
Empower Advisory Group
Colorado
$224K +$194K +2,785 New
DMBA
1209
Deseret Mutual Benefit Administrators
Utah
$224K -$6.54K -94 -3%
AA
1210
Axiom Advisory
California
$223K +$223K +3,200 New
SLA
1211
Silver Lake Advisory
Utah
$222K +$192K +2,762 New
B
1212
Bellecapital
Switzerland
$222K +$192K +2,753 New
MOS
1213
MGO One Seven
Ohio
$221K +$191K +2,741 New
KIA
1214
Knollwood Investment Advisory
Maryland
$220K +$191K +2,739 New
JSW
1215
Journey Strategic Wealth
New Jersey
$220K +$190K +2,735 New
GIA
1216
Guyasuta Investment Advisors
Pennsylvania
$219K +$190K +2,726 New
FA
1217
Financial Advisors
Massachusetts
$218K +$189K +2,714 New
OPA
1218
Old Port Advisors
Maine
$218K +$189K +2,714 New
AMBIA
1219
Allen Mooney & Barnes Investment Advisors
Georgia
$218K +$189K +2,709 New
CCMI
1220
Creative Capital Management Investments
California
$218K +$56.6K +813 +43%
CPA
1221
Cardiff Park Advisors
California
$218K +$188K +2,707 New
SW
1222
SMART Wealth
Nebraska
$218K +$188K +2,706 New
JWCA
1223
J.W. Coons Advisors
Ohio
$217K +$188K +2,700 New
FCA
1224
FinTrust Capital Advisors
South Carolina
$217K +$6.62K +95 +4%
LFA
1225
Legacy Financial Advisors
Kentucky
$217K +$187K +2,690 New
47 48
49
50 51

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.