We are live on ! Find out more
CRS icon

Carpenter Technology

191 hedge funds and large institutions have $1.4B invested in Carpenter Technology in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more call options, than puts

Call options by funds: $3M | Put options by funds: $563K

11% more capital invested

Capital invested by funds: $1.26B → $1.4B (+$144M)

4% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 25

1% more funds holding

Funds holding: 190191 (+1)

0.19% less ownership

Funds ownership: 93.62%93.43% (-0.19%)

8% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 71

Holders
191
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
65
Reduced
71
Closed
25
Calls
$3M
Puts
$563K
Net Calls
+$2.44M
Net Calls Change
+$203K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$103K +$2.35K +71 +2%
IRC
152
Investors Research Corp
Georgia
$90K
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$88.8K
HBW
154
Hazlett, Burt & Watson
West Virginia
$50K
WFA
155
Wipfli Financial Advisors
Wisconsin
$31K +$33.2K +1,005 New
Macquarie Group
156
Macquarie Group
Australia
$30K -$3.16M -95,547 Closed
SWA
157
Sutton Wealth Advisors
Florida
$20.4K
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$19K +$11.3K +342 +133%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$18K -$11.6K -352 -38%
IA
160
IFP Advisors
Florida
$18K
SC
161
Schubert & Co
Texas
$18K +$331 +10 +2%
MAM
162
Meeder Asset Management
Ohio
$17K +$2.71K +82 +18%
Nomura Asset Management
163
Nomura Asset Management
Japan
$16.5K
VCM
164
Versant Capital Management
Arizona
$13K +$3.74K +113 +36%
Allspring Global Investments
165
Allspring Global Investments
North Carolina
$8K -$9.03K -273 -51%
PA
166
PSI Advisors
Florida
$8K
APA
167
American Portfolios Advisors
New York
$6.23K
PFBT
168
Parkside Financial Bank & Trust
Missouri
$6K -$198 -6 -3%
IAS
169
IMA Advisory Services
Colorado
$6K
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$4K -$8.53K -258 -65%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$4K -$1.59K -48 -27%
EWA
172
EverSource Wealth Advisors
Alabama
$4K +$1.62K +49 +48%
CMBA
173
C.M. Bidwell & Associates
Hawaii
$3K
HNB
174
Huntington National Bank
Ohio
$3K
PTC
175
Private Trust Company
Ohio
$3K

CRS Hedge Fund Activity: Q3 2022 in Review

191 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q3 2022, worth a combined $1.4B — up 11% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CRS positions and 25 closed out — a net gain of 1 holder — while 65 added to existing stakes and 71 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $21M. The largest seller was T. Rowe Price Associates, cutting an estimated $79.6M.

  • 191 institutional investors held Carpenter Technology (CRS) as of Q3 2022, up from 190 in Q2 2022.
  • Funds reported $1.4B of Carpenter Technology stock for Q3 2022, up 11% quarter-over-quarter.
  • 26 funds opened new Carpenter Technology positions in Q3 2022 and 25 closed out, a net change of +1 holder.
  • The largest Carpenter Technology buyer in Q3 2022 was Goldman Sachs, an estimated $21M added.
  • The largest Carpenter Technology seller in Q3 2022 was T. Rowe Price Associates, an estimated $79.6M sold.

Based on aggregated 13F filings for Q3 2022.