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Carpenter Technology

303 hedge funds and large institutions have $3.28B invested in Carpenter Technology in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 97 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+21
Holders Change %
+7.45%
% of All Funds
4.44%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
57
Increased
97
Reduced
110
Closed
34
Calls
$30.1M
Puts
$6.97M
Net Calls
+$23.2M
Net Calls Change
+$7.51M
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
226
Lido Advisors
California
$221K +$221K +3,124 New
MC
227
Moors & Cabot
Massachusetts
$219K -$70.8K -1,000 -24%
VPIM
228
Vanguard Personalized Indexing Management
California
$216K +$216K +3,049 New
PIM
229
Penobscot Investment Management
Massachusetts
$212K
X
230
Xponance
Pennsylvania
$210K +$210K +2,964 New
Mackenzie Financial
231
Mackenzie Financial
Ontario, Canada
$209K +$209K +2,956 New
PA
232
Profund Advisors
Maryland
$208K +$208K +2,939 New
CIP
233
Cornerstone Investment Partners
Georgia
$207K +$207K +2,929 New
Pathstone Holdings
234
Pathstone Holdings
New Jersey
$206K +$206K +2,910 New
PWS
235
Precision Wealth Strategies
Missouri
$202K +$202K +2,859 New
I
236
InceptionR
California
$202K +$202K +2,852 New
Creative Planning
237
Creative Planning
Kansas
$201K +$201K +2,837 New
MLICM
238
Metropolitan Life Insurance Company (MetLife)
New York
$196K
PA
239
Parallel Advisors
California
$179K -$16.4K -232 -8%
SAM
240
Shell Asset Management
Netherlands
$178K -$53.1K -749 -23%
US Bancorp
241
US Bancorp
Minnesota
$168K
AIM
242
ARK Investment Management
Florida
$158K -$79.4K -1,121 -33%
NS
243
NBC Securities
Alabama
$150K +$53.8K +763 +56%
EC
244
EntryPoint Capital
New York
$123K +$123K +1,743 New
GI
245
GAMMA Investing
California
$86.8K +$86.8K +1,409 New
KBC Group
246
KBC Group
Belgium
$85K -$7.55K -106 -8%
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$82.3K +$62.8K +887 +323%
National Bank of Canada
248
National Bank of Canada
Quebec, Canada
$78.9K +$1.04K +15 +1%
SOW
249
State of Wyoming
Wyoming
$78K +$78K +1,101 New
Ohio Public Employees Retirement System (OPERS)
250
Ohio Public Employees Retirement System (OPERS)
Ohio
$61K -$13.3K -188 -18%