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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
WP
1251
WMS Partners
Maryland
$209K +$181K +2,598 New
SFS
1252
Stiles Financial Services
Minnesota
$209K +$181K +2,593 New
LRPA
1253
L. Roy Papp & Associates
Arizona
$208K +$180K +2,590 New
MCCA
1254
Mill Creek Capital Advisors
Pennsylvania
$208K +$180K +2,590 New
SCP
1255
Sivia Capital Partners
California
$208K +$180K +2,583 New
CH
1256
Cromwell Holdings
Wyoming
$208K – – –
TP
1257
Tranquility Partners
Tennessee
$207K +$179K +2,573 New
SFG
1258
Shum Financial Group
California
$207K +$195K +2,801 New
GWM
1259
GDS Wealth Management
Texas
$207K +$179K +2,568 New
TWA
1260
TCI Wealth Advisors
Arizona
$206K +$179K +2,564 New
AWE
1261
Avidian Wealth Enterprises
Texas
$205K +$178K +2,550 New
RMDI
1262
R.M. Davis Inc
Maine
$205K +$177K +2,542 New
HC
1263
Hamilton Capital
Ohio
$204K +$196K +2,808 New
AFP
1264
Ausdal Financial Partners
Iowa
$204K +$176K +2,530 New
PWM
1265
Partnership Wealth Management
Maryland
$203K – – –
NG
1266
Norden Group
Utah
$203K +$176K +2,527 New
SC
1267
Steph & Co
Wisconsin
$203K – – –
ECG
1268
Edge Capital Group
Georgia
$202K +$175K +2,510 New
Koshinski Asset Management
1269
Koshinski Asset Management
Illinois
$201K +$174K +2,503 New
MAM
1270
Morse Asset Management
Connecticut
$201K +$174K +2,500 New
RC
1271
RBF Capital
California
$201K +$174K +2,500 New
Federated Hermes
1272
Federated Hermes
Pennsylvania
$201K -$125K -1,795 -42%
SW
1273
SlateStone Wealth
Florida
$201K +$174K +2,492 New
HVIA
1274
Hudson Valley Investment Advisors
New York
$201K +$174K +2,494 New
OAM
1275
Oppenheimer Asset Management
New York
$200K +$173K +2,489 New
49 50
51
52 53

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.