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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
WSC
1301
Wellington Shields & Co
New York
$161K – – –
CAL
1302
Capital Analysts LLC
Pennsylvania
$159K +$209 +3 +0.2%
CYG
1303
Clean Yield Group
Vermont
$159K +$836 +12 +0.6%
EBA
1304
Eagle Bay Advisors
New York
$159K -$1.53K -22 -1%
CFG
1305
CKW Financial Group
Hawaii
$155K – – –
BIC
1306
Beach Investment Counsel
Pennsylvania
$153K -$40.6K -583 -24%
GWP
1307
Gen-Wealth Partners
Michigan
$151K – – –
FCAS
1308
First Command Advisory Services
Texas
$147K – – –
OSNBOA
1309
Old Second National Bank of Aurora
Illinois
$145K – – –
M
1310
MOTCO
Texas
$145K +$69.6K +1,000 +125%
EWM
1311
Evermay Wealth Management
Virginia
$144K -$10.8K -155 -8%
OC
1312
Oakworth Capital
Alabama
$142K +$905 +13 +0.7%
CA
1313
Continuum Advisory
Idaho
$141K +$37.9K +545 +41%
RA
1314
Rise Advisors
New York
$137K +$348 +5 +0.3%
HNB
1315
Hilltop National Bank
Wyoming
$134K -$2.09K -30 -2%
PGAM
1316
Princeton Global Asset Management
New Jersey
$132K -$21.4K -307 -16%
CSB
1317
City State Bank
Iowa
$129K -$2.44K -35 -2%
MIM
1318
Meridiem Investment Management
United Kingdom
$129K – – –
CA
1319
CoreCap Advisors
Michigan
$125K -$5.22K -75 -5%
JGIA
1320
Jackson Grant Investment Advisers
Connecticut
$124K +$209 +3 +0.2%
PP
1321
Pacifica Partners
Canada
$123K – – –
ZB
1322
Zions Bancorporation
Utah
$118K -$6.27K -90 -6%
CCM
1323
Chilton Capital Management
Texas
$117K – – –
BAM
1324
Bellevue Asset Management
Washington
$115K – – –
PIS
1325
POM Investment Strategies
North Carolina
$115K -$3.76K -54 -4%
51 52
53
54 55

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.