Carpenter Technology
303 hedge funds and large institutions have $3.28B invested in Carpenter Technology in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 97 increasing their positions, 110 reducing their positions, and 34 closing their positions.
333% more call options, than puts
Call options by funds: $30.1M | Put options by funds: $6.97M
68% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 34
8% more capital invested
Capital invested by funds: $3.05B → $3.28B (+$232M)
7% more funds holding
Funds holding: 282 → 303 (+21)
1.1% more ownership
Funds ownership: 92.98% → 94.08% (+1.1%)
12% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 110
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$41.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$33.1M |
| 3 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$30.8M |
| 4 |
Goldman Sachs
New York
|
+$29.5M |
| 5 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$26.1M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$23.7M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$22.1M |
| 4 |
SGDR
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
-$19M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$12.7M |
CRS Hedge Fund Activity: Q4 2023 in Review
303 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q4 2023, worth a combined $3.28B — up 7.6% from $3.05B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new CRS positions and 34 closed out — a net gain of 23 holders — while 97 added to existing stakes and 110 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $41.2M. The largest seller was Frontier Capital Management, cutting an estimated $26.1M.
- 303 institutional investors held Carpenter Technology (CRS) as of Q4 2023, up from 282 in Q3 2023.
- Funds reported $3.28B of Carpenter Technology stock for Q4 2023, up 7.6% quarter-over-quarter.
- 57 funds opened new Carpenter Technology positions in Q4 2023 and 34 closed out, a net change of +23 holders.
- The largest Carpenter Technology buyer in Q4 2023 was Morgan Stanley, an estimated $41.2M added.
- The largest Carpenter Technology seller in Q4 2023 was Frontier Capital Management, an estimated $26.1M sold.
Based on aggregated 13F filings for Q4 2023.