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Carpenter Technology
CRS

696 hedge funds and large institutions have $18.6B invested in Carpenter Technology in 2026 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 259 increasing their positions, 209 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 68

45% more call options, than puts

Call options by funds: $134M | Put options by funds: $92.1M

24% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 209

21% more capital invested

Capital invested by funds: $15.4B → $18.6B (+$3.2B)

11% more funds holding

Funds holding: 626 → 696 (+70)

4% more funds holding in top 10

Funds holding in top 10: 27 → 28 (+1)

3.12% less ownership

Funds ownership: 97.94% → 94.82% (-3.1%)

Holders
696
Holders Change
+70
Holders Change %
+11.18%
% of All Funds
8.57%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.34%
New
150
Increased
259
Reduced
209
Closed
68
Calls
$134M
Puts
$92.1M
Net Calls
+$41.7M
Net Calls Change
-$188M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$293M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$191M
3
BlackRock
BlackRock
New York
+$186M
4
LPC
Lone Pine Capital
Connecticut
+$184M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$138M

Top Sellers

1
PC
PointState Capital
New York
-$218M
2
TP
Third Point
New York
-$173M
3
Barclays
Barclays
United Kingdom
-$146M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$132M
5
Two Sigma Investments
Two Sigma Investments
New York
-$119M
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
476
Strategic Blueprint
Georgia
$451K +$75K +206 +22%
WAP
477
Wealthcare Advisory Partners
Pennsylvania
$445K +$411K +1,129 New
Lido Advisors
478
Lido Advisors
California
$445K +$134K +369 +49%
PMAM
479
Picton Mahoney Asset Management
Ontario, Canada
$442K -$4.01K -11 -1%
BBPWM
480
Blue Bell Private Wealth Management
Pennsylvania
$439K +$406K +1,114 New
JIC
481
Johnson Investment Counsel
Ohio
$431K – – –
PFM
482
Premier Fund Managers
United Kingdom
$429K -$560K -1,537 -57%
CG
483
Cynosure Group
Utah
$429K +$396K +1,088 New
BMCM
484
Burns Matteson Capital Management
New York
$424K -$9.11K -25 -2%
CC
485
Clearwave Capital
California
$422K +$389K +1,069 New
FAM
486
Fred Alger Management
New York
$421K -$43.7K -120 -10%
PWG
487
Portside Wealth Group
Utah
$420K +$388K +1,066 New
RWM
488
Ritholtz Wealth Management
New York
$419K +$96.5K +265 +33%
NAM
489
NorthCrest Asset Manangement
Minnesota
$416K +$149K +409 +63%
WA
490
Waddell & Associates
Tennessee
$410K +$379K +1,041 New
AHL
491
Abel Hall LLC
Louisiana
$409K +$6.92K +19 +2%
CFG
492
Citizens Financial Group
Rhode Island
$405K +$374K +1,028 New
UCFA
493
United Capital Financial Advisors
Texas
$404K +$122K +334 +48%
BP
494
Ballentine Partners
Massachusetts
$403K +$16.8K +46 +5%
CL
495
Choreo LLC
Illinois
$402K +$16.4K +45 +5%
GS
496
GWN Securities
Florida
$396K +$366K +1,005 New
HW
497
HORAN Wealth
Ohio
$394K – – –
NS
498
Northland Securities
Minnesota
$394K – – –
PIMG
499
Patriot Investment Management Group
Tennessee
$394K – – –
VT
500
Vise Technologies
New York
$393K – – –
18 19
20
21 22

CRS Hedge Fund Activity: Q1 2026 in Review

696 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q1 2026, worth a combined $18.6B — up 21% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new CRS positions and 68 closed out — a net gain of 82 holders — while 259 added to existing stakes and 209 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $293M. The largest seller was PointState Capital, cutting an estimated $218M.

  • 696 institutional investors held Carpenter Technology (CRS) as of Q1 2026, up from 626 in Q4 2025.
  • Funds reported $18.6B of Carpenter Technology stock for Q1 2026, up 21% quarter-over-quarter.
  • 150 funds opened new Carpenter Technology positions in Q1 2026 and 68 closed out, a net change of +82 holders.
  • The largest Carpenter Technology buyer in Q1 2026 was Jennison Associates, an estimated $293M added.
  • The largest Carpenter Technology seller in Q1 2026 was PointState Capital, an estimated $218M sold.

Based on aggregated 13F filings for Q1 2026.