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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
OC
326
Oppenheimer & Co
New York
$1.5M -$728 -2 -0.1%
BFA
327
Beaumont Financial Advisors
Massachusetts
$1.46M -$182K -500 -12%
SAM
328
Securian Asset Management
Minnesota
$1.45M – – –
S
329
Storgate
Texas
$1.44M +$69.9K +192 +6%
Ensign Peak Advisors
330
Ensign Peak Advisors
Utah
$1.4M +$7.65K +21 +0.6%
DP
331
Dearborn Partners
Illinois
$1.4M – – –
Neuberger Berman Group
332
Neuberger Berman Group
New York
$1.39M -$11.9M -32,612 -90%
SA
333
Sanctuary Advisors
Indiana
$1.38M +$16K +44 +1%
William Blair & Company
334
William Blair & Company
Illinois
$1.36M -$49.9K -137 -4%
DADC
335
D.A. Davidson & Co
Montana
$1.34M +$1.24M +3,406 New
VC
336
Veracity Capital
Georgia
$1.34M -$112K -307 -8%
PFPG
337
Pinnacle Financial Partners (Georgia)
Georgia
$1.34M +$1.82K +5 +0.1%
CFM
338
Catalyst Funds Management
Australia
$1.33M +$1.23M +3,366 New
YIH
339
Y-Intercept (HK)
Hong Kong
$1.32M -$503K -1,380 -29%
JFG
340
Jefferies Financial Group
New York
$1.31M +$1.21M +3,322 New
TCM
341
Twin Capital Management
Pennsylvania
$1.31M +$29.9K +82 +3%
BIG
342
Brooklyn Investment Group
New York
$1.28M +$656K +1,800 +124%
FPAS
343
Focus Partners Advisor Solutions
Missouri
$1.28M +$452K +1,241 +62%
BFWM
344
Bright Futures Wealth Management
New York
$1.28M +$197K +542 +20%
WAM
345
Wakefield Asset Management
Colorado
$1.24M -$775K -2,128 -40%
NP
346
NorthRock Partners
Minnesota
$1.23M +$1.14M +3,122 New
M&T Bank
347
M&T Bank
New York
$1.22M -$7.29K -20 -0.6%
FDS
348
First Dallas Securities
Texas
$1.2M – – –
PIM
349
Penobscot Investment Management
Massachusetts
$1.18M – – –
GI
350
GAMMA Investing
California
$1.17M +$92.5K +254 +9%
12 13
14
15 16

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.