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Carpenter Technology

200 hedge funds and large institutions have $1.92B invested in Carpenter Technology in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $3.24M | Put options by funds: $1.32M

50% more capital invested

Capital invested by funds: $1.28B → $1.92B (+$644M)

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

4.06% more ownership

Funds ownership: 90.81%94.87% (+4.1%)

3% more funds holding

Funds holding: 194200 (+6)

6% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 68

Holders
200
Holders Change
+6
Holders Change %
+3.09%
% of All Funds
3.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
72
Reduced
68
Closed
28
Calls
$3.24M
Puts
$1.32M
Net Calls
+$1.92M
Net Calls Change
-$146K
Name Holding Trade Value Shares
Change
Change in
Stake
DI
226
Disciplined Investments
Oklahoma
+$70 +2 New
CI
227
Cordant Inc
Oregon
+$210 +6 New
JWA
228
JFS Wealth Advisors
Pennsylvania
+$245 +7 +233%

CRS Hedge Fund Activity: Q1 2022 in Review

200 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q1 2022, worth a combined $1.92B — up 50% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CRS positions and 28 closed out — a net gain of 8 holders — while 72 added to existing stakes and 68 trimmed.

The largest buyer was State Street, adding an estimated $30.9M. The largest seller was AllianceBernstein, cutting an estimated $39.5M.

  • 200 institutional investors held Carpenter Technology (CRS) as of Q1 2022, up from 194 in Q4 2021.
  • Funds reported $1.92B of Carpenter Technology stock for Q1 2022, up 50% quarter-over-quarter.
  • 36 funds opened new Carpenter Technology positions in Q1 2022 and 28 closed out, a net change of +8 holders.
  • The largest Carpenter Technology buyer in Q1 2022 was State Street, an estimated $30.9M added.
  • The largest Carpenter Technology seller in Q1 2022 was AllianceBernstein, an estimated $39.5M sold.

Based on aggregated 13F filings for Q1 2022.