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Carpenter Technology
CRS

Overview Fund Activity

360 hedge funds and large institutions have $5.11B invested in Carpenter Technology in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 105 increasing their positions, 121 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+63
Holders Change %
+21.21%
% of All Funds
5.24%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
94
Increased
105
Reduced
121
Closed
27
Calls
$73M
Puts
$112M
Net Calls
-$39.3M
Net Calls Change
-$44.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$258M
2
WHCM
Wolf Hill Capital Management
Connecticut
$73.8M
3
American Century Companies
American Century Companies
Missouri
$93M
4
Ameriprise
Ameriprise
Minnesota
$96.8M
5
AG
Avala Global
New York
$38.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$57.4M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$332M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$5.5M
4
Invesco
Invesco
Georgia
$135M
5
FCM
Frontier Capital Management
Massachusetts
$88.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGWCA
351
Annis Gardner Whiting Capital Advisors
Florida
$1.32K – – –
SIC
352
SJS Investment Consulting
Ohio
$1.21K – – –
VNA
353
Valley National Advisers
Pennsylvania
$1K +$1K +10 New
RAM
354
Riggs Asset Management
Pennsylvania
$877 – – –
DPW
355
DiNuzzo Private Wealth
Pennsylvania
$877 +$219 +2 +33%
ECM
356
Everence Capital Management
Indiana
$565 – – –
LFG
357
Larson Financial Group
Missouri
$329 +$329 +3 New
AWM
358
Abound Wealth Management
Tennessee
$220 -$330 -3 -60%
Kayne Anderson Rudnick Investment Management
359
Kayne Anderson Rudnick Investment Management
California
$219 +$219 +2 New
TFM
360
TFC Financial Management
Massachusetts
$110 +$110 +1 New
Mirae Asset Global Investments
361
Mirae Asset Global Investments
South Korea
– -$12.6M -298,715 Closed
CVA
362
Ceredex Value Advisors
Florida
– -$11.2M -156,769 Closed
CM
363
Crestline Management
Texas
– -$5.93M -82,971 Closed
GCM
364
Greenland Capital Management
New York
– -$2.11M -29,522 Closed
AIG
365
American International Group
New York
– -$1.89M -26,423 Closed
CCM
366
Cinctive Capital Management
New York
– -$1.23M -17,250 Closed
YIH
367
Y-Intercept (HK)
Hong Kong
– -$1.21M -16,916 Closed
NCFG
368
New Century Financial Group
New Jersey
– -$1.2M -16,737 Closed
PRC
369
Pearl River Capital
Michigan
– -$987K -13,820 Closed
LFAS
370
Level Four Advisory Services
Texas
– -$865K -12,217 Closed
ECU
371
Eisler Capital (US)
New York
– -$729K -10,203 Closed
MML Investors Services
372
MML Investors Services
Massachusetts
– -$517K -7,236 Closed
FP
373
Foundry Partners
Minnesota
– -$416K -5,828 Closed
WA
374
Wealthstar Advisors
Texas
– -$374K -5,231 Closed
SPA
375
Sherbrooke Park Advisers
New York
– -$308K -4,308 Closed
12 13 14
15
16