Carrier Global
CARR
1,559 hedge funds and large institutions have $50.2B invested in Carrier Global in 2024 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 521 increasing their positions, 541 reducing their positions, and 150 closing their positions.
23% more first-time investments, than exits
New positions opened: 184 | Existing positions closed: 150
1% more funds holding
Funds holding: 1,550 → 1,559 (+9)
4% less repeat investments, than reductions
Existing positions increased: 521 | Existing positions reduced: 541
1.09% less ownership
Funds ownership: 83.03% → 81.94% (-1.1%)
17% less capital invested
Capital invested by funds: $60.3B → $50.2B (-$10.1B)
24% less call options, than puts
Call options by funds: $404M | Put options by funds: $532M
55% less funds holding in top 10
Funds holding in top 10: 20 → 9 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$232M |
| 2 |
Morgan Stanley
New York
|
+$190M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$183M |
| 4 |
BlackRock
New York
|
+$167M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.49B |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$748M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$203M |
| 4 |
JP Morgan Chase
New York
|
-$179M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$140M |
CARR Hedge Fund Activity: Q4 2024 in Review
1,559 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q4 2024, worth a combined $50.2B — down 17% from $60.3B a quarter earlier.
Buyers outnumbered sellers: 184 funds opened new CARR positions and 150 closed out — a net gain of 34 holders — while 521 added to existing stakes and 541 trimmed.
The largest buyer was Brown Advisory, adding an estimated $232M. The largest seller was Capital Research Global Investors, cutting an estimated $1.49B.
- 1,559 institutional investors held Carrier Global (CARR) as of Q4 2024, up from 1,550 in Q3 2024.
- Funds reported $50.2B of Carrier Global stock for Q4 2024, down 17% quarter-over-quarter.
- 184 funds opened new Carrier Global positions in Q4 2024 and 150 closed out, a net change of +34 holders.
- The largest Carrier Global buyer in Q4 2024 was Brown Advisory, an estimated $232M added.
- The largest Carrier Global seller in Q4 2024 was Capital Research Global Investors, an estimated $1.49B sold.
Based on aggregated 13F filings for Q4 2024.