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Carrier Global
CARR

1,487 hedge funds and large institutions have $40.4B invested in Carrier Global in 2026 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 521 increasing their positions, 538 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

9% more capital invested

Capital invested by funds: $37.1B → $40.4B (+$3.25B)

2.67% more ownership

Funds ownership: 83.32% → 85.99% (+2.7%)

6% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 145

3% less repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 538

1% less funds holding

Funds holding: 1,505 → 1,487 (-18)

21% less call options, than puts

Call options by funds: $230M | Put options by funds: $292M

Holders
1,487
Holders Change
-18
Holders Change %
-1.2%
% of All Funds
18.32%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
153
Increased
521
Reduced
538
Closed
145
Calls
$230M
Puts
$292M
Net Calls
-$62.1M
Net Calls Change
+$60.4M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$2.47B
2
Dodge & Cox
Dodge & Cox
California
+$781M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$239M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$172M
5
NAMI
Nomura Asset Management International
Pennsylvania
+$163M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$840M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$233M
3
Jane Street
Jane Street
New York
-$184M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$181M
5
Capital World Investors
Capital World Investors
California
-$174M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1551
LBP AM
France
– -$837K -15,836 Closed
HP
1552
Havemeyer Place
Connecticut
– -$812K -15,358 Closed
EMPI
1553
Elo Mutual Pension Insurance
Finland
– -$797K -15,078 Closed
LAM
1554
LECAP Asset Management
United Kingdom
– -$796K -15,064 Closed
IFU
1555
iSAM Funds (UK)
United Kingdom
– -$783K -14,812 Closed
CT
1556
ClearAlpha Technologies
Connecticut
– -$742K -14,046 Closed
BWM
1557
BAM Wealth Management
Colorado
– -$738K -13,972 Closed
CC
1558
Centiva Capital
New York
– -$698K -13,208 Closed
BFA
1559
Brendel Financial Advisors
New Hampshire
– -$673K -12,743 Closed
SG
1560
StoneX Group
New York
– -$650K -12,296 Closed
BCM
1561
Bayesian Capital Management
New York
– -$608K -11,500 Closed
A
1562
AlphaQuest
New York
– -$583K -11,030 Closed
AAM
1563
Aureus Asset Management
Massachusetts
– -$562K -10,633 Closed
COI
1564
Connable Office Inc
Michigan
– -$532K -10,062 Closed
CNAM
1565
Campbell Newman Asset Management
Wisconsin
– -$501K -9,488 Closed
CAU
1566
Caxton Associates (UK)
– -$493K -9,327 Closed
HH
1567
Hilltop Holdings
Texas
– -$490K -9,267 Closed
FFM
1568
Forum Financial Management
Illinois
– -$443K -8,393 Closed
WG
1569
Winton Group
United Kingdom
– -$420K -7,950 Closed
DTC
1570
Davidson Trust Company
Washington
– -$384K -7,268 Closed
AWM
1571
Axxcess Wealth Management
California
– -$379K -7,179 Closed
MM
1572
MQS Management
New York
– -$378K -7,148 Closed
TCM
1573
Teza Capital Management
Illinois
– -$377K -7,129 Closed
LIM
1574
Longfellow Investment Management
Massachusetts
– -$317K -5,995 Closed
CPCM
1575
Cardinal Point Capital Management
Ontario, Canada
– -$293K -5,540 Closed
61 62
63
64 65