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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
Fidelity Investments
Massachusetts
$754M
2
SP
SurgoCap Partners
New York
$245M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$104M
4
Holocene Advisors
Holocene Advisors
New York
$90.4M
5
Invesco
Invesco
Georgia
$261M

Top Sellers

1
BlackRock
BlackRock
New York
$1.09B
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$292M
3
AI
Advent International
Massachusetts
$122M
4
HAI
Hennessy Advisors Inc
California
$0
5
Vanguard Group
Vanguard Group
Pennsylvania
$891M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
401
Heck Capital Advisors
Wisconsin
$15.4K +$15.4K +91 New
CA
402
Clearstead Advisors
Ohio
$15.4K +$15.4K +91 New
CCA
403
Catalyst Capital Advisors
New York
$14.6K -$10.4K -61 -41%
RFG
404
REAP Financial Group
Texas
$12.7K +$12.7K +75 New
HWM
405
Hemington Wealth Management
Virginia
$12K +$1.95K +12 +19%
CA
406
CoreCap Advisors
Michigan
$11.9K -$8.49K -50 -42%
FHA
407
First Horizon Advisors
Tennessee
$11.9K -$2.55K -15 -18%
MA
408
MCF Advisors
Kentucky
$10.4K +$10.4K +61 New
S
409
SignatureFD
Georgia
$9.33K +$339 +2 +4%
RIL
410
Rothschild Investment LLC
Illinois
$9.16K +$849 +5 +10%
TSMHT
411
Thurston Springer Miller Herd & Titak
Indiana
$8.82K -$13.9K -82 -61%
HIM
412
Hillsdale Investment Management
Ontario, Canada
$8.49K – – –
DWM
413
Darwin Wealth Management
Florida
$8.49K +$8.49K +50 New
SCM
414
Sterling Capital Management
North Carolina
$8.32K +$170 +1 +2%
IA
415
IFP Advisors
Florida
$7.81K +$2.38K +14 +44%
PWA
416
Physician Wealth Advisors
Utah
$7.47K +$7.47K +44 New
HCP
417
Hexagon Capital Partners
Arkansas
$7.13K – – –
LC
418
Lindbrook Capital
California
$6.96K – – –
PWMG
419
Private Wealth Management Group
New Jersey
$6.28K – – –
SIC
420
Salem Investment Counselors
North Carolina
$6.28K +$6.28K +37 New
GRP
421
Global Retirement Partners
California
$6.28K +$1.7K +10 +37%
JWA
422
JFS Wealth Advisors
Pennsylvania
$5.77K +$509 +3 +10%
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$5.77K – – –
BCMLT
424
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.77K – – –
SS
425
SBI Securities
Japan
$5.6K +$5.6K +33 New
15 16
17
18 19