Carrier Global
CARR
1,395 hedge funds and large institutions have $44.1B invested in Carrier Global in 2023 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 419 increasing their positions, 543 reducing their positions, and 82 closing their positions.
120% more first-time investments, than exits
New positions opened: 180 | Existing positions closed: 82
6% more funds holding
Funds holding: 1,312 → 1,395 (+83)
3% more capital invested
Capital invested by funds: $42.9B → $44.1B (+$1.24B)
1.19% less ownership
Funds ownership: 92.79% → 91.6% (-1.2%)
23% less repeat investments, than reductions
Existing positions increased: 419 | Existing positions reduced: 543
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
39% less call options, than puts
Call options by funds: $211M | Put options by funds: $345M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$526M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$157M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$102M |
| 4 |
BGCP
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
|
+$85.3M |
| 5 |
JP Morgan Chase
New York
|
+$73.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$868M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$190M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$135M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$62.7M |
| 5 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
-$59.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WPWM
1476
Western Pacific Wealth Management
Lake Forest,
Illinois
| – | -$5.46K | -99 | Closed |
|
|
ITFISA
1477
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| – | -$4.14K | -75 | Closed |
|
1478
Optiver Holding
Amsterdam,
Netherlands
| – | -$55 | -1 | Closed |
|
CARR Hedge Fund Activity: Q4 2023 in Review
1,395 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q4 2023, worth a combined $44.1B — up 2.9% from $42.9B a quarter earlier.
Buyers outnumbered sellers: 180 funds opened new CARR positions and 82 closed out — a net gain of 98 holders — while 419 added to existing stakes and 543 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $526M. The largest seller was Capital World Investors, cutting an estimated $868M.
- 1,395 institutional investors held Carrier Global (CARR) as of Q4 2023, up from 1,312 in Q3 2023.
- Funds reported $44.1B of Carrier Global stock for Q4 2023, up 2.9% quarter-over-quarter.
- 180 funds opened new Carrier Global positions in Q4 2023 and 82 closed out, a net change of +98 holders.
- The largest Carrier Global buyer in Q4 2023 was Morgan Stanley, an estimated $526M added.
- The largest Carrier Global seller in Q4 2023 was Capital World Investors, an estimated $868M sold.
Based on aggregated 13F filings for Q4 2023.