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Carpenter Technology
CRS

Overview Fund Activity

452 hedge funds and large institutions have $7.97B invested in Carpenter Technology in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 147 increasing their positions, 148 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+47
Holders Change %
+11.6%
% of All Funds
6.02%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
107
Increased
147
Reduced
148
Closed
55
Calls
$250M
Puts
$113M
Net Calls
+$137M
Net Calls Change
+$28.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$754M
2
SP
2
SurgoCap Partners
New York
$245M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$104M
4
Holocene Advisors
4
Holocene Advisors
New York
$90.4M
5
Invesco
5
Invesco
Georgia
$261M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.09B
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$292M
3
AI
3
Advent International
Massachusetts
$122M
4
HAI
4
Hennessy Advisors Inc
California
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$891M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
251
CIBC World Markets
New York
$756K +$756K +4,453 New
SSWM
252
Sheets Smith Wealth Management
North Carolina
$754K -$13.4K -79 -2%
NRD
253
Nebula Research & Development
New York
$733K +$142K +834 +24%
Focus Partners Wealth
254
Focus Partners Wealth
Massachusetts
$730K -$47.2K -278 -6%
IMRF
255
Illinois Municipal Retirement Fund
Illinois
$702K -$3.98M -23,449 -85%
DS
256
DRW Securities
Illinois
$696K +$696K +4,099 New
WG
257
Winton Group
United Kingdom
$672K -$8.1M -47,746 -92%
Walleye Trading
258
Walleye Trading
New York
$653K +$653K +3,846 New
William Blair & Company
259
William Blair & Company
Illinois
$645K – – –
SAM
260
Securian Asset Management
Minnesota
$639K +$639K +3,768 New
SW
261
SteelPeak Wealth
California
$637K +$131K +773 +26%
CGH
262
Crossmark Global Holdings
Texas
$629K -$32.6K -192 -5%
LCM
263
Landscape Capital Management
New Jersey
$615K +$615K +3,625 New
CFM
264
Catalyst Funds Management
Australia
$611K +$407K +2,400 +200%
AC
265
Aristeia Capital
Connecticut
$602K +$602K +3,547 New
BFWM
266
Bright Futures Wealth Management
New York
$582K -$10K -48 -2%
FC
267
FORA Capital
Florida
$546K +$53.5K +315 +11%
ECM
268
Everence Capital Management
Indiana
$541K -$792K -4,670 -59%
SI
269
Stephens Inc
Arkansas
$535K -$110K -646 -17%
VPIM
270
Vanguard Personalized Indexing Management
California
$528K +$41.9K +247 +9%
Mackenzie Financial
271
Mackenzie Financial
Ontario, Canada
$521K – – –
CSS
272
Cubist Systematic Strategies
Connecticut
$519K +$519K +3,059 New
WA
273
Wealthstar Advisors
Texas
$519K +$519K +3,056 New
NAAA
274
New Age Alpha Advisors
New York
$518K +$518K +3,052 New
SGI
275
Summit Global Investments
Utah
$516K +$516K +3,039 New
9 10
11
12 13