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Carpenter Technology

220 hedge funds and large institutions have $2.19B invested in Carpenter Technology in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more call options, than puts

Call options by funds: $4.93M | Put options by funds: $886K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

17% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 24

5% less capital invested

Capital invested by funds: $2.3B → $2.19B (-$109M)

5% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 81

1.2% less ownership

Funds ownership: 93.44%92.24% (-1.2%)

2% less funds holding

Funds holding: 224220 (-4)

Holders
220
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
4.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
28
Increased
77
Reduced
81
Closed
24
Calls
$4.93M
Puts
$886K
Net Calls
+$4.05M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$14.1M -$354K -6,891 -2%
CVA
27
Ceredex Value Advisors
Florida
$13.2M -$1.8M -35,120 -12%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$13M +$122K +2,372 +0.9%
HAM
29
Hillcrest Asset Management
Texas
$12.8M -$476K -9,277 -3%
Millennium Management
30
Millennium Management
New York
$11.8M +$7.34M +143,110 +153%
William Blair Investment Management
31
William Blair Investment Management
Illinois
$11.2M -$3.53M -68,720 -23%
Principal Financial Group
32
Principal Financial Group
Iowa
$10.8M -$100K -1,954 -0.9%
RA
33
Royce & Associates
New York
$9.91M -$2.32M -45,223 -19%
AQR Capital Management
34
AQR Capital Management
Connecticut
$9.4M +$1.65M +32,151 +21%
Grantham, Mayo, Van Otterloo & Co (GMO)
35
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.53M -$221K -4,300 -2%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$8.44M +$3.18M +62,017 +58%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$8.05M +$276K +5,378 +3%
EA
38
Emerald Advisers
Pennsylvania
$7.64M -$2.1M -40,916 -21%
EMFAT
39
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.55M -$2.2M -42,954 -22%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$7.54M +$2.45M +47,815 +46%
Morgan Stanley
41
Morgan Stanley
New York
$6.98M +$3.31M +64,475 +85%
AIG
42
American International Group
New York
$6.02M +$22.4K +436 +0.4%
ZIM
43
Zacks Investment Management
Illinois
$5.77M -$103K -2,013 -2%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$5.65M +$1.63M +31,700 +39%
PPA
45
Parametric Portfolio Associates
Washington
$5.53M -$457K -8,909 -7%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$5.1M -$1.88M -36,726 -26%
IA
47
Icon Advisers
Colorado
$4.91M -$1.02M -19,800 -17%
Wells Fargo
48
Wells Fargo
California
$4.86M -$1.56M -30,350 -24%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.68M -$237K -4,616 -5%
Swiss National Bank
50
Swiss National Bank
Switzerland
$4.54M +$113K +2,200 +2%

CRS Hedge Fund Activity: Q4 2019 in Review

220 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q4 2019, worth a combined $2.19B — down 4.8% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new CRS positions and 24 closed out — a net gain of 4 holders — while 77 added to existing stakes and 81 trimmed.

The largest buyer was Frontier Capital Management, adding an estimated $13.2M. The largest seller was Goldman Sachs, cutting an estimated $32.8M.

  • 220 institutional investors held Carpenter Technology (CRS) as of Q4 2019, down from 224 in Q3 2019.
  • Funds reported $2.19B of Carpenter Technology stock for Q4 2019, down 4.8% quarter-over-quarter.
  • 28 funds opened new Carpenter Technology positions in Q4 2019 and 24 closed out, a net change of +4 holders.
  • The largest Carpenter Technology buyer in Q4 2019 was Frontier Capital Management, an estimated $13.2M added.
  • The largest Carpenter Technology seller in Q4 2019 was Goldman Sachs, an estimated $32.8M sold.

Based on aggregated 13F filings for Q4 2019.