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Carpenter Technology
CRS

696 hedge funds and large institutions have $18.6B invested in Carpenter Technology in 2026 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 259 increasing their positions, 209 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 68

45% more call options, than puts

Call options by funds: $134M | Put options by funds: $92.1M

24% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 209

21% more capital invested

Capital invested by funds: $15.4B → $18.6B (+$3.2B)

11% more funds holding

Funds holding: 626 → 696 (+70)

4% more funds holding in top 10

Funds holding in top 10: 27 → 28 (+1)

3.12% less ownership

Funds ownership: 97.94% → 94.82% (-3.1%)

Holders
696
Holders Change
+70
Holders Change %
+11.18%
% of All Funds
8.57%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.34%
New
150
Increased
259
Reduced
209
Closed
68
Calls
$134M
Puts
$92.1M
Net Calls
+$41.7M
Net Calls Change
-$188M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$293M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$191M
3
BlackRock
BlackRock
New York
+$186M
4
LPC
Lone Pine Capital
Connecticut
+$184M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$138M

Top Sellers

1
PC
PointState Capital
New York
-$218M
2
TP
Third Point
New York
-$173M
3
Barclays
Barclays
United Kingdom
-$146M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$132M
5
Two Sigma Investments
Two Sigma Investments
New York
-$119M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
301
Public Employees Retirement Association of Colorado
Colorado
$2.06M – – –
BBA
302
Baader Bank Aktiengesellschaft
Germany
$2.06M -$22.9K -63 -1%
VCM
303
Virtue Capital Management
Tennessee
$2.05M -$47.7K -131 -2%
HMS
304
Hanseatic Management Services
New Mexico
$2.02M +$1.87M +5,124 New
AF
305
AGP Franklin
Tennessee
$2.02M -$2.77M -7,611 -60%
SOADOR
306
State of Alaska Department of Revenue
Alaska
$2M +$63.7K +175 +4%
AI
307
Atom Investors
Texas
$2M -$1.11M -3,053 -38%
DnB Asset Management
308
DnB Asset Management
Norway
$1.97M +$698K +1,916 +62%
WA
309
Wealthstar Advisors
Texas
$1.92M -$806K -2,212 -31%
HIM
310
Hanlon Investment Management
New Jersey
$1.86M -$25.5K -70 -1%
HSBC Holdings
311
HSBC Holdings
United Kingdom
$1.85M +$24.4K +67 +1%
Sumitomo Mitsui Trust Group
312
Sumitomo Mitsui Trust Group
Japan
$1.78M +$1.65M +4,527 New
JCIA
313
Jackson Creek Investment Advisors
Colorado
$1.76M -$51K -140 -3%
Deutsche Bank
314
Deutsche Bank
Germany
$1.75M +$61.6K +169 +4%
PC
315
Pier Capital
Connecticut
$1.74M +$1.61M +4,418 New
MFGM
316
Marshall Financial Group (Maryland)
Maryland
$1.68M -$37.5K -103 -2%
US Bancorp
317
US Bancorp
Minnesota
$1.67M -$296K -813 -16%
VPIM
318
Vanguard Personalized Indexing Management
California
$1.64M -$21.9K -60 -1%
PFA
319
Pathway Financial Advisers
Indiana
$1.63M +$1.5M +4,124 New
SLAM
320
Swiss Life Asset Management
$1.63M +$250K +686 +20%
TM
321
Taproot Management
New York
$1.61M -$947K -2,600 -39%
PCM
322
Penn Capital Management
Pennsylvania
$1.61M -$193K -531 -12%
CGH
323
Crossmark Global Holdings
Texas
$1.58M +$78.3K +215 +6%
PAG
324
Private Advisor Group
New Jersey
$1.52M +$511K +1,403 +57%
HWAM
325
Hennion & Walsh Asset Management
New Jersey
$1.51M +$769K +2,110 +122%
11 12
13
14 15

CRS Hedge Fund Activity: Q1 2026 in Review

696 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q1 2026, worth a combined $18.6B — up 21% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new CRS positions and 68 closed out — a net gain of 82 holders — while 259 added to existing stakes and 209 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $293M. The largest seller was PointState Capital, cutting an estimated $218M.

  • 696 institutional investors held Carpenter Technology (CRS) as of Q1 2026, up from 626 in Q4 2025.
  • Funds reported $18.6B of Carpenter Technology stock for Q1 2026, up 21% quarter-over-quarter.
  • 150 funds opened new Carpenter Technology positions in Q1 2026 and 68 closed out, a net change of +82 holders.
  • The largest Carpenter Technology buyer in Q1 2026 was Jennison Associates, an estimated $293M added.
  • The largest Carpenter Technology seller in Q1 2026 was PointState Capital, an estimated $218M sold.

Based on aggregated 13F filings for Q1 2026.