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Carrier Global
CARR

1,556 hedge funds and large institutions have $50.1B invested in Carrier Global in 2024 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 521 increasing their positions, 540 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 150

1% more funds holding

Funds holding: 1,548 → 1,556 (+8)

4% less repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 540

1.18% less ownership

Funds ownership: 83.01% → 81.83% (-1.2%)

17% less capital invested

Capital invested by funds: $60.2B → $50.1B (-$10.1B)

24% less call options, than puts

Call options by funds: $404M | Put options by funds: $532M

53% less funds holding in top 10

Funds holding in top 10: 19 → 9 (-10)

Holders
1,556
Holders Change
+8
Holders Change %
+0.52%
% of All Funds
20.5%
Holding in Top 10
9
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-52.63%
% of All Funds
0.12%
New
183
Increased
521
Reduced
540
Closed
150
Calls
$404M
Puts
$532M
Net Calls
-$127M
Net Calls Change
-$148M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$232M
2
Morgan Stanley
Morgan Stanley
New York
+$190M
3
Artisan Partners
Artisan Partners
Wisconsin
+$183M
4
BlackRock
BlackRock
New York
+$167M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$115M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.49B
2
Capital International Investors
Capital International Investors
California
-$748M
3
Capital World Investors
Capital World Investors
California
-$203M
4
JP Morgan Chase
JP Morgan Chase
New York
-$179M
5
N
Nuveen
North Carolina
-$140M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.51B +$8.15M +108,017 +0.1%
Capital Research Global Investors
2
Capital Research Global Investors
California
$5.15B -$1.49B -19,710,212 -21%
Capital International Investors
3
Capital International Investors
California
$5.11B -$748M -9,913,189 -12%
BlackRock
4
BlackRock
New York
$3.78B +$167M +2,215,343 +4%
Capital World Investors
5
Capital World Investors
California
$3.06B -$203M -2,696,104 -6%
State Street
6
State Street
Massachusetts
$2.33B +$22.5M +298,804 +0.9%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.81B -$179M -2,375,456 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.18B +$31.7M +420,081 +2%
Fisher Asset Management
9
Fisher Asset Management
Washington
$977M +$3.49M +46,222 +0.3%
Dodge & Cox
10
Dodge & Cox
California
$977M -$3.07M -40,659 -0.3%
Morgan Stanley
11
Morgan Stanley
New York
$907M +$190M +2,522,360 +23%
N
12
Nuveen
North Carolina
$671M -$140M -1,862,561 -16%
Northern Trust
13
Northern Trust
Illinois
$604M +$95.5M +1,266,137 +17%
Norges Bank
14
Norges Bank
Norway
$588M +$29.1M +385,619 +5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$538M -$63.7M -844,681 -10%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$493M -$26.4M -350,404 -5%
UBS AM
17
UBS AM
Illinois
$473M +$70.7M +936,892 +16%
Pictet Asset Management
18
Pictet Asset Management
Switzerland
$415M +$9.52M +126,174 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$383M -$5.18M -68,710 -1%
Goldman Sachs
20
Goldman Sachs
New York
$371M +$80.3M +1,064,253 +24%
Brown Advisory
21
Brown Advisory
Maryland
$362M +$232M +3,080,984 +139%
Invesco
22
Invesco
Georgia
$345M +$110M +1,453,247 +40%
Charles Schwab
23
Charles Schwab
California
$330M +$7.01M +92,975 +2%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$323M +$28.9M +382,670 +9%
Legal & General Group
25
Legal & General Group
United Kingdom
$318M -$15.3M -203,263 -4%
1
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CARR Hedge Fund Activity: Q4 2024 in Review

1,556 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q4 2024, worth a combined $50.1B — down 17% from $60.2B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new CARR positions and 150 closed out — a net gain of 33 holders — while 521 added to existing stakes and 540 trimmed.

The largest buyer was Brown Advisory, adding an estimated $232M. The largest seller was Capital Research Global Investors, cutting an estimated $1.49B.

  • 1,556 institutional investors held Carrier Global (CARR) as of Q4 2024, up from 1,548 in Q3 2024.
  • Funds reported $50.1B of Carrier Global stock for Q4 2024, down 17% quarter-over-quarter.
  • 183 funds opened new Carrier Global positions in Q4 2024 and 150 closed out, a net change of +33 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.