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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
BS
1226
Banco Santander
Spain
$216K +$187K +2,679 New
CIP
1227
Convergence Investment Partners
Florida
$215K +$186K +2,676 New
DWM
1228
Drive Wealth Management
Utah
$215K +$186K +2,674 New
WCM
1229
Whitener Capital Management
North Carolina
$215K +$186K +2,666 New
FIM
1230
Fernwood Investment Management
Massachusetts
$214K +$185K +2,660 New
CWM
1231
Concentric Wealth Management
California
$213K +$185K +2,650 New
VBFG
1232
Vishria Bird Financial Group
Tennessee
$213K +$184K +2,646 New
NHC
1233
Nicholas Hoffman & Company
Georgia
$213K +$184K +2,644 New
IA
1234
Inspire Advisors
Idaho
$212K +$183K +2,635 New
OFS
1235
OneAscent Financial Services
Alabama
$212K +$183K +2,629 New
GWM
1236
Greenhouse Wealth Management
Connecticut
$212K +$183K +2,629 New
FWIA
1237
Fort Washington Investment Advisors
Ohio
$211K +$183K +2,625 New
IF
1238
Intrua Financial
Texas
$211K +$183K +2,624 New
ZIG
1239
Zuckerman Investment Group
Illinois
$211K +$183K +2,623 New
ATPW
1240
Ashton Thomas Private Wealth
Arizona
$211K -$4.6K -66 -2%
MW
1241
Marcum Wealth
Ohio
$211K +$182K +2,616 New
BW
1242
Bison Wealth
Georgia
$210K +$182K +2,613 New
CNB
1243
Camden National Bank
Maine
$210K +$181K +2,606 New
MSS
1244
Mitchell Sinkler & Starr
Pennsylvania
$210K +$181K +2,605 New
HR
1245
Howe & Rusling
New York
$209K -$69.6K -1,000 -28%
PPP
1246
Private Portfolio Partners
New Jersey
$209K +$181K +2,602 New
AA
1247
Alta Advisers
United Kingdom
$209K – – –
PAM
1248
Paradigm Asset Management
New York
$209K – – –
RW
1249
Rede Wealth
Virginia
$209K +$181K +2,600 New
RCI
1250
RS Crum Inc
California
$209K +$181K +2,600 New
48 49
50
51 52

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.