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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 %
PFC
276
Phocas Financial Corp
California
$3.34K -$90 -1,266 -3%
Bessemer Group
277
Bessemer Group
New Jersey
$3K – – –
FMII
278
Farmers & Merchants Investments Inc
Nebraska
$2.43K – – –
BCMLT
279
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.43K +$2.43K +34 New
IA
280
IFP Advisors
Florida
$2.29K -$1.14K -16 -33%
QL
281
Quarry LP
New York
$2.14K +$2.14K +30 New
PWMG
282
Private Wealth Management Group
New Jersey
$2.07K +$572 +8 +38%
GRP
283
Global Retirement Partners
California
$1.93K – – –
HCP
284
Hexagon Capital Partners
Arkansas
$1.86K -$1.64K -23 -47%
WTA
285
Washington Trust Advisors
Massachusetts
$1.79K – – –
JWA
286
JFS Wealth Advisors
Pennsylvania
$1.43K -$500 -7 -26%
UB
287
UMB Bank
Missouri
$1.36K +$1.36K +19 New
AF
288
Allworth Financial
California
$1.14K -$1.43K -20 -56%
PFBT
289
Parkside Financial Bank & Trust
Missouri
$1K – – –
AGWCA
290
Annis Gardner Whiting Capital Advisors
Florida
$858 – – –
SIC
291
SJS Investment Consulting
Ohio
$786 -$71 -1 -8%
RAM
292
Riggs Asset Management
Pennsylvania
$572 +$572 +8 New
ECM
293
Everence Capital Management
Indiana
$471 – – –
DPW
294
DiNuzzo Private Wealth
Pennsylvania
$429 – – –
AWM
295
Abound Wealth Management
Tennessee
$358 – – –
RIL
296
Rothschild Investment LLC
Illinois
$357 +$357 +5 New
TWP
297
TFO Wealth Partners
Ohio
$71 – – –
DCM
298
Driehaus Capital Management
Illinois
– -$33.9M -478,278 Closed
Point72 Asset Management
299
Point72 Asset Management
Connecticut
– -$12.4M -175,180 Closed
WMSA
300
Weiss Multi-Strategy Advisers
New York
– -$8.8M -124,339 Closed
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