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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
SWC
1526
Spectrum Wealth Counsel
Indiana
$2.66K – – –
TWD
1527
True Wealth Design
Ohio
$2.66K +$279 +4 +14%
DWM
1528
Dogwood Wealth Management
Kansas
$2.58K – – –
TCA
1529
Trifecta Capital Advisors
Illinois
$2.5K – – –
BWL
1530
Bogart Wealth LLC
Virginia
$2.25K – – –
ACA
1531
Atlas Capital Advisors
Wyoming
$2.25K -$188K -2,700 -99%
FC
1532
Fairscale Capital
New Hampshire
$2.01K – – –
GWMI
1533
Guardian Wealth Management (Illinois)
Illinois
$2.01K – – –
GPFA
1534
Game Plan Financial Advisors
Ohio
$1.93K – – –
HWM
1535
HighMark Wealth Management
Minnesota
$1.61K – – –
CFG
1536
Copley Financial Group
California
$1.53K +$1.32K +19 New
FG
1537
Fairman Group
Pennsylvania
$1.37K – – –
FNWA
1538
Financial Network Wealth Advisors
Utah
$1.29K +$836 +12 +300%
WWM
1539
Wolff Wiese Magana
California
$1.21K – – –
VAMG
1540
Voisard Asset Management Group
Michigan
$1.05K +$905 +13 New
JFG
1541
JDM Financial Group
Texas
$1.05K +$905 +13 New
HFS
1542
HBC Financial Services
Washington
$1K – – –
PFA
1543
Pathway Financial Advisers
Indiana
$731 +$4.05M +58,094 +7,969%
PA
1544
PSI Advisors
Florida
$482 – – –
MIA
1545
MeadowBrook Investment Advisors
Michigan
$322 – – –
WPA
1546
West Paces Advisors
Georgia
$161 – – –
Twin Tree Management
1547
Twin Tree Management
Texas
$80 -$4.14M -59,450 -100%
MFA
1548
McClarren Financial Advisors
Pennsylvania
$35 +$21.6K +310 +246%
Qube Research & Technologies (QRT)
1549
Qube Research & Technologies (QRT)
United Kingdom
– -$104M -1,644,281 Closed
APG Asset Management
1550
APG Asset Management
Netherlands
– -$75.2M -1,278,302 Closed
60 61
62
63 64

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.