Carrier Global
CARR
1,550 hedge funds and large institutions have $60.3B invested in Carrier Global in 2024 Q3 according to their latest regulatory filings, with 195 funds opening new positions, 511 increasing their positions, 541 reducing their positions, and 79 closing their positions.
147% more first-time investments, than exits
New positions opened: 195 | Existing positions closed: 79
67% more funds holding in top 10
Funds holding in top 10: 12 → 20 (+8)
27% more capital invested
Capital invested by funds: $47.6B → $60.3B (+$12.7B)
7% more funds holding
Funds holding: 1,450 → 1,550 (+100)
3% more call options, than puts
Call options by funds: $726M | Put options by funds: $704M
0.71% less ownership
Funds ownership: 83.73% → 83.03% (-0.71%)
6% less repeat investments, than reductions
Existing positions increased: 511 | Existing positions reduced: 541
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$162M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$155M |
| 3 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
+$113M |
| 4 |
Amundi
Paris,
France
|
+$110M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$153M |
| 2 |
JP Morgan Chase
New York
|
-$136M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$104M |
| 4 |
Morgan Stanley
New York
|
-$102M |
| 5 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$82.2M |
CARR Hedge Fund Activity: Q3 2024 in Review
1,550 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q3 2024, worth a combined $60.3B — up 27% from $47.6B a quarter earlier.
Buyers outnumbered sellers: 195 funds opened new CARR positions and 79 closed out — a net gain of 116 holders — while 511 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.
- 1,550 institutional investors held Carrier Global (CARR) as of Q3 2024, up from 1,450 in Q2 2024.
- Funds reported $60.3B 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.