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Carpenter Technology
CRS

Overview Fund Activity

297 hedge funds and large institutions have $3.27B invested in Carpenter Technology in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 98 increasing their positions, 119 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-6
Holders Change %
-1.98%
% of All Funds
4.31%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
46
Increased
98
Reduced
119
Closed
51
Calls
$12.8M
Puts
$7.78M
Net Calls
+$5.03M
Net Calls Change
-$18.1M

Top Buyers

1
AI
Advent International
Massachusetts
+$70.5M
2
BCP
Bayberry Capital Partners
New York
+$35.9M
3
American Century Companies
American Century Companies
Missouri
+$25.5M
4
Franklin Resources
Franklin Resources
California
+$24.7M
5
GIM
Granahan Investment Management
Massachusetts
+$19.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$45.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$38.1M
3
DCM
Driehaus Capital Management
Illinois
-$33.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$19.5M
5
IECM
Intrinsic Edge Capital Management
Illinois
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
251
EverSource Wealth Advisors
Alabama
$26.3K +$19.8K +231 +304%
MRC
252
Millburn Ridgefield Corp
New York
$22.4K +$1.36K +19 +6%
CCA
253
Catalyst Capital Advisors
New York
$22.4K +$1.36K +19 +6%
PS
254
Principal Securities
Iowa
$22.3K -$429 -6 -2%
Nomura Asset Management
255
Nomura Asset Management
Japan
$21.4K -$16.4K -230 -43%
CFM
256
Catalyst Funds Management
Australia
$21.4K +$21.4K +300 New
Jones Financial Companies
257
Jones Financial Companies
Missouri
$17.9K +$17.9K +250 New
SVCP
258
Silicon Valley Capital Partners
California
$17.2K +$71 +1 +0.4%
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$16.7K -$66.3K -928 -80%
HI
260
Harbour Investments
Wisconsin
$15.9K +$15.9K +222 New
PFA
261
Pathway Financial Advisers
Indiana
$10.6K +$10.6K +149 New
FHA
262
First Horizon Advisors
Tennessee
$10.3K +$10.3K +144 New
Group One Trading
263
Group One Trading
Illinois
$10.2K +$6.93K +97 +211%
FFA
264
Farther Finance Advisors
California
$10K -$144 -2 -1%
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$8.35K +$8.35K +116 New
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$7.71K +$857 +12 +13%
HNB
267
Huntington National Bank
Ohio
$7.14K – – –
WAM
268
Wolverine Asset Management
Illinois
$7.14K – – –
SAM
269
Smartleaf Asset Management
Massachusetts
$6.74K +$6.74K +96 New
CMBA
270
C.M. Bidwell & Associates
Hawaii
$6.5K – – –
HIM
271
Hillsdale Investment Management
Ontario, Canada
$6.43K -$714 -10 -10%
Mitsubishi UFJ Asset Management
272
Mitsubishi UFJ Asset Management
Japan
$6.43K – – –
HT
273
Headlands Technologies
Illinois
$6.14K +$6.14K +86 New
AWM
274
Avior Wealth Management
Nebraska
$4.64K +$4.64K +65 New
S
275
SignatureFD
Georgia
$3.79K – – –
9 10
11
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