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Carpenter Technology

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
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
301
EP Wealth Advisors
California
$368K +$16.1K +95 +5%
MF
302
Manuka Financial
Virginia
$368K +$368K +2,167 New
SAM
303
Shell Asset Management
Netherlands
$367K -$678 -4 -0.2%
HH
304
Hilltop Holdings
Texas
$366K +$366K +2,155 New
Vontobel Holding
305
Vontobel Holding
Switzerland
$360K -$457K -2,695 -56%
SQA
306
Simon Quick Advisors
New Jersey
$354K +$3.73K +22 +1%
P
307
&Partners
Tennessee
$351K +$351K +1,938 New
BC
308
Burney Company
Virginia
$347K +$20.4K +120 +6%
AT
309
American Trust
Kentucky
$345K -$34.1K -201 -9%
PTC
310
Philadelphia Trust Company
Pennsylvania
$333K
MWM
311
Mission Wealth Management
California
$328K -$73.7K -434 -18%
SFA
312
Sequoia Financial Advisors
Ohio
$326K -$63K -371 -16%
HCA
313
Horan Capital Advisors
Ohio
$322K
KBC Group
314
KBC Group
Belgium
$321K +$91.4K +539 +40%
OF
315
Optimize Financial
California
$321K +$321K +1,891 New
SOW
316
State of Wyoming
Wyoming
$311K +$86.7K +511 +39%
SAI
317
Systematic Alpha Investments
New Jersey
$305K
Two Sigma Advisers
318
Two Sigma Advisers
New York
$305K +$17K +100 +6%
BAM
319
Brave Asset Management
New Jersey
$299K
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$294K +$45.5K +268 +18%
CFGS
321
Concourse Financial Group Securities
Alabama
$276K -$51K -246 -16%
FFA
322
Farther Finance Advisors
California
$272K -$47.4K -279 -15%
Ohio Public Employees Retirement System (OPERS)
323
Ohio Public Employees Retirement System (OPERS)
Ohio
$261K +$167K +985 +177%
CIBC Asset Management
324
CIBC Asset Management
Ontario, Canada
$258K +$13.2K +78 +5%
AWP
325
Atlas Wealth Partners
Pennsylvania
$258K