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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 %
GSC
326
Ground Swell Capital
South Carolina
$256K +$256K +1,508 New
NF
327
Nvest Financial
New Hampshire
$255K +$255K +1,500 New
PEA
328
Park Edge Advisors
Ohio
$252K – – –
M&T Bank
329
M&T Bank
New York
$252K +$252K +1,483 New
MSFS
330
Main Street Financial Solutions
Pennsylvania
$245K +$6.45K +38 +3%
FFM
331
Forum Financial Management
Illinois
$245K – – –
Robeco Institutional Asset Management
332
Robeco Institutional Asset Management
Netherlands
$243K +$243K +1,430 New
RA
333
RiverPark Advisors
New York
$242K +$242K +1,427 New
CWM
334
Compass Wealth Management
Connecticut
$238K -$93.3K -550 -28%
PAM
335
Panagora Asset Management
Massachusetts
$238K – – –
CL
336
Choreo LLC
Illinois
$237K -$171K -1,022 -42%
GVAG
337
Great Valley Advisor Group
Delaware
$232K – – –
NAS
338
NWF Advisory Services
California
$229K +$229K +1,350 New
QCG
339
Quadrant Capital Group
Ohio
$227K +$1.87K +11 +0.8%
OAS
340
Optivise Advisory Services
Tennessee
$225K +$225K +1,328 New
GCM
341
Graham Capital Management
Connecticut
$224K -$267K -1,571 -54%
AB
342
ANB Bank
Colorado
$223K +$223K +1,312 New
SA
343
Sanctuary Advisors
Indiana
$220K +$220K +1,138 New
AFG
344
Atomi Financial Group
New York
$219K +$219K +1,293 New
CIC
345
Chase Investment Counsel
Virginia
$216K +$216K +1,274 New
BCI
346
Brinker Capital Investments
Pennsylvania
$215K +$215K +1,269 New
OPS
347
Orion Portfolio Solutions
Nebraska
$215K +$215K +1,269 New
CC
348
Corton Capital
Ontario, Canada
$213K +$213K +1,257 New
Mercer Global Advisors
349
Mercer Global Advisors
Colorado
$212K +$212K +1,250 New
PAS
350
Point72 Asia (Singapore)
Singapore
$209K +$209K +1,234 New
12 13
14
15 16