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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
HNW
651
High Note Wealth
Minnesota
$10.6K +$364 +1 +4%
AWM
652
Activest Wealth Management
Florida
$9.85K – – –
PWA
653
Physician Wealth Advisors
Utah
$9.67K – – –
JWM
654
JPL Wealth Management
Colorado
$9.07K +$8.38K +23 New
SVCP
655
Silicon Valley Capital Partners
California
$8.28K +$7.65K +21 New
BFS
656
Bare Financial Services
Pennsylvania
$7.49K -$1.82K -5 -21%
BIA
657
Bell Investment Advisors
California
$7.09K -$4.37K -12 -40%
WA
658
WPG Advisers
Maryland
$7.09K +$3.64K +10 +125%
CBT
659
Crews Bank & Trust
Florida
$6.7K +$6.19K +17 New
AUB
660
Atlantic Union Bankshares
Virginia
$6.31K +$4.74K +13 +433%
SIS
661
Sound Income Strategies
Florida
$6.07K – – –
S
662
Sachetta
Massachusetts
$5.91K +$5.46K +15 New
DPW
663
DiNuzzo Private Wealth
Pennsylvania
$5.12K – – –
AGWCA
664
Annis Gardner Whiting Capital Advisors
Florida
$4.73K – – –
BHWM
665
Bay Harbor Wealth Management
Maryland
$4.73K +$1.82K +5 +71%
CT
666
Colonial Trust
South Carolina
$4.03K -$1.46K -4 -29%
BBHC
667
Brown Brothers Harriman & Co
New York
$3.94K – – –
WIM
668
Westside Investment Management
California
$3.94K – – –
TLFA
669
True Link Financial Advisors
California
$3.94K +$3.64K +10 New
WSFG
670
Wall Street Financial Group
Illinois
$3.94K +$3.64K +10 New
MAM
671
Marquette Asset Management
Minnesota
$2.76K – – –
RWM
672
Rialto Wealth Management
New York
$2.76K +$364 +1 +17%
TSMHT
673
Thurston Springer Miller Herd & Titak
Indiana
$2.76K – – –
CH
674
Cromwell Holdings
Wyoming
$2.37K +$2.19K +6 New
CI
675
CX Institutional
Indiana
$2K +$1.46K +4 New
25 26
27
28 29

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.