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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 %
VI
476
Versor Investments
New York
– -$426K -2,669 Closed
BCM
477
Bayesian Capital Management
New York
– -$415K -2,600 Closed
FRM
478
Fox Run Management
Connecticut
– -$388K -2,429 Closed
CP
479
CenterBook Partners
Connecticut
– -$387K -2,427 Closed
XT
480
XTX Topco
Cayman Islands
– -$376K -2,355 Closed
SC
481
Scotia Capital
Ontario, Canada
– -$367K -2,301 Closed
Acadian Asset Management
482
Acadian Asset Management
Massachusetts
– -$362K -2,273 Closed
FTDI
483
First Trust Direct Indexing
Massachusetts
– -$353K -2,212 Closed
SCM
484
Shelton Capital Management
Colorado
– -$328K -2,057 Closed
ARC
485
Advisor Resource Council
Texas
– -$326K -2,041 Closed
PA
486
Procyon Advisors
Connecticut
– -$230K -1,442 Closed
Corient Private Wealth
487
Corient Private Wealth
Florida
– -$228K -1,427 Closed
FPAS
488
Focus Partners Advisor Solutions
Missouri
– -$226K -1,414 Closed
SFM
489
Systematic Financial Management
New Jersey
– -$222K -1,393 Closed
OAM
490
Oppenheimer Asset Management
New York
– -$208K -1,305 Closed
WI
491
WrapManager Inc
California
– -$208K -1,304 Closed
EFI
492
EHP Funds Inc
Canada
– -$207K -1,300 Closed
NS
493
NBC Securities
Alabama
– -$134K -844 Closed
WCM
494
Westend Capital Management
California
– -$80.3K -503 Closed
NC
495
nVerses Capital
Florida
– -$63.8K -400 Closed
IAS
496
IMA Advisory Services
Colorado
– -$31.3K -196 Closed
MWA
497
MFA Wealth Advisors
Pennsylvania
– -$24.4K -153 Closed
MRC
498
Millburn Ridgefield Corp
New York
– -$23.5K -147 Closed
CPA
499
Capital Performance Advisors
California
– -$8.62K -54 Closed
BTI
500
Blue Trust Inc
Georgia
– -$3.62K -33 Closed
17 18 19
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