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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 %
SO
426
Sierra Ocean
California
$5.26K +$5.26K +31 New
SWM
427
Spire Wealth Management
Virginia
$5.15K +$5.15K +30 New
MAM
428
Meeder Asset Management
Ohio
$4.92K -$170 -1 -3%
CFB
429
Cullen/Frost Bankers
Texas
$4.76K +$1.87K +11 +65%
AWM
430
Avior Wealth Management
Nebraska
$4.41K +$170 +1 +4%
LFA
431
LGT Financial Advisors
Texas
$3.06K +$3.06K +18 New
GM
432
GeoWealth Management
Illinois
$3.05K +$339 +2 +13%
CT
433
Colonial Trust
South Carolina
$2.93K +$2.93K +18 New
Amundi
434
Amundi
France
$2.76K +$2.76K +15 New
CFFP
435
Center for Financial Planning
Michigan
$2.55K +$2.55K +15 New
NA
436
NewEdge Advisors
Louisiana
$2.21K +$2.21K +13 New
AGWCA
437
Annis Gardner Whiting Capital Advisors
Florida
$2.04K – – –
DPW
438
DiNuzzo Private Wealth
Pennsylvania
$2.04K +$340 +2 +20%
TWD
439
True Wealth Design
Ohio
$2.04K +$679 +4 +50%
CA
440
Continuum Advisory
Idaho
$1.87K – – –
SIC
441
SJS Investment Consulting
Ohio
$1.7K -$340 -2 -17%
GC
442
Globeflex Capital
California
$1.36K – – –
RAM
443
Riggs Asset Management
Pennsylvania
$1.34K – – –
BIA
444
Bell Investment Advisors
California
$510 +$510 +3 New
LFG
445
Larson Financial Group
Missouri
$509 – – –
FFO
446
Fortitude Family Office
Arizona
$509 +$509 +3 New
GFPC
447
Global Financial Private Client
Florida
$509 +$509 +3 New
BIG
448
Brooklyn Investment Group
New York
$340 +$340 +2 New
PWM
449
Parkworth Wealth Management
California
$339 +$339 +2 New
TFM
450
TFC Financial Management
Massachusetts
$170 – – –
16 17
18
19 20