Carrier Global
CARR
1,312 hedge funds and large institutions have $42.9B invested in Carrier Global in 2023 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 411 increasing their positions, 502 reducing their positions, and 69 closing their positions.
100% more first-time investments, than exits
New positions opened: 138 | Existing positions closed: 69
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
12% more capital invested
Capital invested by funds: $38.3B → $42.9B (+$4.64B)
4% more funds holding
Funds holding: 1,258 → 1,312 (+54)
0.53% more ownership
Funds ownership: 92.26% → 92.79% (+0.53%)
18% less repeat investments, than reductions
Existing positions increased: 411 | Existing positions reduced: 502
39% less call options, than puts
Call options by funds: $246M | Put options by funds: $403M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$368M |
| 2 |
CWG
C WorldWide Group
Copenhagen,
Denmark
|
+$260M |
| 3 |
PAM
PineStone Asset Management
Montreal,
Quebec, Canada
|
+$154M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$137M |
| 5 |
Impax Asset Management Group
London,
United Kingdom
|
+$121M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$155M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$97.8M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$65.2M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$60.1M |
| 5 |
BlackRock
New York
|
-$58.1M |
CARR Hedge Fund Activity: Q3 2023 in Review
1,312 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q3 2023, worth a combined $42.9B — up 12% from $38.3B a quarter earlier.
Buyers outnumbered sellers: 138 funds opened new CARR positions and 69 closed out — a net gain of 69 holders — while 411 added to existing stakes and 502 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $368M. The largest seller was T. Rowe Price Associates, cutting an estimated $155M.
- 1,312 institutional investors held Carrier Global (CARR) as of Q3 2023, up from 1,258 in Q2 2023.
- Funds reported $42.9B of Carrier Global stock for Q3 2023, up 12% quarter-over-quarter.
- 138 funds opened new Carrier Global positions in Q3 2023 and 69 closed out, a net change of +69 holders.
- The largest Carrier Global buyer in Q3 2023 was Capital Research Global Investors, an estimated $368M added.
- The largest Carrier Global seller in Q3 2023 was T. Rowe Price Associates, an estimated $155M sold.
Based on aggregated 13F filings for Q3 2023.