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Carpenter Technology

199 hedge funds and large institutions have $1.26B invested in Carpenter Technology in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+5
Holders Change %
+2.58%
% of All Funds
3.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
65
Reduced
76
Closed
27
Calls
$5.04M
Puts
$3.36M
Net Calls
+$1.68M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
151
Shell Asset Management
Netherlands
$128K
AIP
152
Ameritas Investment Partners
Nebraska
$121K
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$116K -$29K -999 -20%
IRC
154
Investors Research Corp
Georgia
$84K
EA
155
Emerald Advisers
Pennsylvania
$84K
TFA
156
Toth Financial Advisory
Virginia
$59K +$27.8K +962 +89%
FTDI
157
First Trust Direct Indexing
Massachusetts
$59K +$59K +2,032 New
Macquarie Group
158
Macquarie Group
Australia
$57K
TIAM2
159
Tru Independence Asset Management 2
Oregon
$50K +$50K +1,719 New
PAM
160
Panagora Asset Management
Massachusetts
$41K
PHK
161
Point72 Hong Kong
Hong Kong
$30K +$30K +1,030 New
SFS
162
Sowell Financial Services
Arkansas
$26K -$1.13K -39 -4%
GWM
163
Geneos Wealth Management
Colorado
$24K
Barrow, Hanley, Mewhinney & Strauss
164
Barrow, Hanley, Mewhinney & Strauss
Texas
$22K -$36.1K -1,260 -62%
SWA
165
Sutton Wealth Advisors
Florida
$18.7K -$1.69K -58 -8%
VCG
166
Vantage Consulting Group
Virginia
$16K +$16K +542 New
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$12K +$10.3K +341 +620%
BFEC
168
Benjamin F. Edwards & Company
Missouri
$9K
CWM
169
Curi Wealth Management
North Carolina
$8K +$8K +299 New
APA
170
American Portfolios Advisors
New York
$7.28K +$5.82K +200 +400%
VCM
171
Versant Capital Management
Arizona
$6K -$13.4K -477 -69%
ASN
172
Advisory Services Network
Georgia
$6K -$6.03K -198 -50%
IA
173
IndexIQ Advisors
New York
$6K -$1.91K -71 -24%
JCM
174
Jacobi Capital Management
Pennsylvania
$6K
MLFP
175
MPS Loria Financial Planners
Illinois
$6K +$52 +2 +0.9%