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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
JSAM
1276
J. Safra Asset Management
New York
$196K +$36.8K +528 +28%
HDIM
1277
Hanson & Doremus Investment Management
Vermont
$195K – – –
KFI
1278
Key Financial Inc
Pennsylvania
$194K +$696 +10 +0.4%
CNBTD
1279
Citizens National Bank Trust Department
Mississippi
$194K – – –
AWM
1280
Avior Wealth Management
Nebraska
$191K +$1.81K +26 +1%
LCM
1281
Logan Capital Management
Pennsylvania
$189K -$24.4K -350 -13%
MCM
1282
MV Capital Management
Maryland
$187K +$1.67K +24 +1%
FDCP
1283
Foster Dykema Cabot & Partners
Massachusetts
$187K +$7.87K +113 +5%
BWP
1284
Baldwin Wealth Partners
Massachusetts
$185K +$62.5K +898 +64%
CAL
1285
Capital Advisors Ltd
Ohio
$183K -$905 -13 -0.6%
LFG
1286
Larson Financial Group
Missouri
$182K +$79.4K +1,140 +102%
GCM
1287
Gables Capital Management
Florida
$181K – – –
HWA
1288
HHM Wealth Advisors
Tennessee
$180K – – –
MFG
1289
Mendota Financial Group
Wisconsin
$179K -$29K -416 -16%
BSB
1290
Bangor Savings Bank
Maine
$179K -$10.2K -146 -6%
UCI
1291
Uncommon Cents Investing
Wisconsin
$179K +$155K +2,220 New
ACM
1292
Adalta Capital Management
New York
$176K -$104K -1,500 -41%
DSC
1293
Duncker Streett & Co
Missouri
$176K +$7.24K +104 +5%
JWA
1294
JFS Wealth Advisors
Pennsylvania
$171K -$35.7K -513 -19%
CFO
1295
CVA Family Office
Colorado
$171K -$22.5K -323 -13%
RCM
1296
Richardson Capital Management
Wisconsin
$170K +$487 +7 +0.3%
CCMW
1297
Cypress Capital Management (Wyoming)
Wyoming
$170K -$41.8K -600 -22%
BCP
1298
Blue Chip Partners
Michigan
$169K +$418 +6 +0.3%
UIA
1299
Ulland Investment Advisors
Minnesota
$168K – – –
MMG
1300
Monetary Management Group
Missouri
$167K – – –
50 51
52
53 54

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.