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Carpenter Technology
CRS

Overview Fund Activity

405 hedge funds and large institutions have $7.41B invested in Carpenter Technology in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 127 increasing their positions, 148 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+45
Holders Change %
+12.5%
% of All Funds
5.86%
Holding in Top 10
20
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+53.85%
% of All Funds
0.29%
New
88
Increased
127
Reduced
148
Closed
41
Calls
$203M
Puts
$94.5M
Net Calls
+$109M
Net Calls Change
+$148M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$553M
2
SP
SurgoCap Partners
New York
$106M
3
TP
Third Point
New York
$105M
4
DCM
Driehaus Capital Management
Illinois
$37.7M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$34.1M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$395M
2
American Century Companies
American Century Companies
Missouri
$76.7M
3
State Street
State Street
Massachusetts
$405M
4
FCM
Frontier Capital Management
Massachusetts
$90.7M
5
Deutsche Bank
Deutsche Bank
Germany
$4.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
376
Lindbrook Capital
California
$6.54K +$2.08K +13 +46%
PWMG
377
Private Wealth Management Group
New Jersey
$5.91K +$1.28K +8 +28%
FMII
378
Farmers & Merchants Investments Inc
Nebraska
$5.43K – – –
BCMLT
379
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.43K – – –
IA
380
IFP Advisors
Florida
$5.11K – – –
JWA
381
JFS Wealth Advisors
Pennsylvania
$4.95K +$319 +2 +7%
MAM
382
Meeder Asset Management
Ohio
$4.79K -$160 -1 -3%
GRP
383
Global Retirement Partners
California
$4.31K – – –
AWM
384
Avior Wealth Management
Nebraska
$3.99K +$3.99K +25 New
BTI
385
Blue Trust Inc
Georgia
$3.62K +$3.62K +33 New
AF
386
Allworth Financial
California
$3.51K +$958 +6 +38%
CFB
387
Cullen/Frost Bankers
Texas
$2.72K +$2.72K +17 New
GM
388
GeoWealth Management
Illinois
$2.55K +$2.55K +16 New
RS
389
Rakuten Securities
Japan
$2.39K +$2.39K +15 New
PFBT
390
Parkside Financial Bank & Trust
Missouri
$2.24K – – –
AGWCA
391
Annis Gardner Whiting Capital Advisors
Florida
$1.92K – – –
SIC
392
SJS Investment Consulting
Ohio
$1.92K +$160 +1 +9%
CA
393
Continuum Advisory
Idaho
$1.89K +$1.89K +11 New
QL
394
Quarry LP
New York
$1.76K -$19.8K -124 -92%
DPW
395
DiNuzzo Private Wealth
Pennsylvania
$1.6K +$319 +2 +25%
RAM
396
Riggs Asset Management
Pennsylvania
$1.28K – – –
GC
397
Globeflex Capital
California
$1.28K +$1.28K +8 New
TWD
398
True Wealth Design
Ohio
$1.28K +$1.28K +8 New
ACM
399
Aster Capital Management
United Arab Emirates
$1.28K +$1.28K +8 New
AWM
400
Abound Wealth Management
Tennessee
$639 +$320 +2 +100%
14 15
16
17 18