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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
GIA
501
Gateway Investment Advisers
Ohio
$392K +$362K +995 New
CIS
502
Connors Investor Services
Pennsylvania
$385K -$10.9K -30 -3%
GWP
503
Gateway Wealth Partners
Wisconsin
$385K +$356K +977 New
BAAM
504
Baker Avenue Asset Management
California
$381K +$352K +966 New
CNC
505
Canandaigua National Corp
New York
$378K +$350K +960 New
HFW
506
Horizon Family Wealth
Illinois
$378K -$78.3K -215 -18%
CTC
507
Central Trust Company
Missouri
$374K +$178K +489 +106%
SOAM
508
SBI Okasan Asset Management
Japan
$371K – – –
TWC
509
TD Waterhouse Canada
Ontario, Canada
$370K +$134K +368 +67%
GJIA
510
Glass Jacobson Investment Advisors
Maryland
$366K -$16.8K -46 -5%
SOW
511
State of Wyoming
Wyoming
$357K -$86.3K -237 -21%
PCM
512
Prelude Capital Management
New York
$355K -$397K -1,091 -55%
SOS
513
Silver Oak Securities
Tennessee
$353K -$35K -96 -10%
MAS
514
Meeder Advisory Services
Ohio
$352K +$1.82K +5 +0.6%
STA
515
Summit Trail Advisors
New York
$351K +$83.8K +230 +35%
GWP
516
Gen-Wealth Partners
Michigan
$350K +$3.64K +10 +1%
MCM
517
MAI Capital Management
Ohio
$349K +$278K +763 +620%
GCM
518
Graham Capital Management
Connecticut
$346K +$320K +878 New
EWM
519
Elevatus Welath Management
New York
$338K +$364 +1 +0.1%
UB
520
UMB Bank
Missouri
$337K +$48.1K +132 +18%
Vontobel Holding
521
Vontobel Holding
Switzerland
$334K -$586K -1,609 -65%
AA
522
Advisory Alpha
Michigan
$331K +$306K +840 New
KWM
523
Kingsview Wealth Management
Oregon
$330K +$4.37K +12 +1%
NG
524
Norden Group
Utah
$318K +$294K +806 New
CRI
525
Colonial River Investments
Virginia
$317K +$364 +1 +0.1%
19 20
21
22 23

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.