Carrier Global
CARR
1,415 hedge funds and large institutions have $44B invested in Carrier Global in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 459 increasing their positions, 540 reducing their positions, and 95 closing their positions.
110% more call options, than puts
Call options by funds: $294M | Put options by funds: $140M
37% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 95
1% more funds holding
Funds holding: 1,396 → 1,415 (+19)
1% more capital invested
Capital invested by funds: $43.6B → $44B (+$360M)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
6.39% less ownership
Funds ownership: 90.5% → 84.11% (-6.4%)
15% less repeat investments, than reductions
Existing positions increased: 459 | Existing positions reduced: 540
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$956M |
| 2 |
Morgan Stanley
New York
|
+$232M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$211M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
+$62M |
| 5 |
Jane Street
New York
|
+$54.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$606M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$431M |
| 3 |
BlackRock
New York
|
-$192M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$143M |
| 5 |
PAM
PineStone Asset Management
Montreal,
Quebec, Canada
|
-$117M |
CARR Hedge Fund Activity: Q1 2024 in Review
1,415 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q1 2024, worth a combined $44B — up 0.83% from $43.6B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new CARR positions and 95 closed out — a net gain of 35 holders — while 459 added to existing stakes and 540 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $956M. The largest seller was T. Rowe Price Associates, cutting an estimated $606M.
- 1,415 institutional investors held Carrier Global (CARR) as of Q1 2024, up from 1,396 in Q4 2023.
- Funds reported $44B of Carrier Global stock for Q1 2024, up 0.83% quarter-over-quarter.
- 130 funds opened new Carrier Global positions in Q1 2024 and 95 closed out, a net change of +35 holders.
- The largest Carrier Global buyer in Q1 2024 was JP Morgan Chase, an estimated $956M added.
- The largest Carrier Global seller in Q1 2024 was T. Rowe Price Associates, an estimated $606M sold.
Based on aggregated 13F filings for Q1 2024.