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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
PCMI
176
Paradigm Capital Management Inc
New York
$6.15M – – –
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$6.05M +$5.41M +14,862 +3,058%
HighTower Advisors
178
HighTower Advisors
Illinois
$5.93M +$385K +1,057 +8%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$5.86M -$118K -323 -2%
BNP Paribas Financial Markets
180
BNP Paribas Financial Markets
France
$5.85M -$1.38M -3,796 -20%
YCM
181
Yousif Capital Management
Michigan
$5.85M -$274K -751 -5%
Bank Julius Baer & Co
182
Bank Julius Baer & Co
Switzerland
$5.78M +$5.57M +15,292 New
Pathstone Holdings
183
Pathstone Holdings
New Jersey
$5.78M +$1.31M +3,601 +33%
Ohio Public Employees Retirement System (OPERS)
184
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.77M -$179K -492 -3%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$5.7M +$203K +558 +4%
MNBTD
186
Moody National Bank Trust Division
Texas
$5.69M -$127K -350 -2%
LSERS
187
Louisiana State Employees Retirement System
Louisiana
$5.68M +$219K +600 +4%
Handelsbanken Fonder
188
Handelsbanken Fonder
Sweden
$5.6M – – –
MA
189
Mezzasalma Advisors
New Jersey
$5.57M +$355K +975 +7%
CL
190
CVFG LLC
Indiana
$5.46M +$5.05M +13,855 New
ASRS
191
Arizona State Retirement System
Arizona
$5.4M -$103K -282 -2%
KBC Group
192
KBC Group
Belgium
$5.32M +$4.36M +11,976 +785%
SFCL
193
Strengthening Families & Communities LLC
Massachusetts
$5.3M +$4.9M +13,456 New
JC
194
JB Capital
Connecticut
$5.29M -$1.39M -3,819 -22%
ZIM
195
Zacks Investment Management
Illinois
$5.28M +$101K +278 +2%
Rafferty Asset Management
196
Rafferty Asset Management
New York
$5.27M +$395K +1,085 +9%
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$5.26M +$2.63M +7,213 +118%
Prudential Financial
198
Prudential Financial
New Jersey
$5.21M -$819K -2,249 -15%
Calamos Advisors
199
Calamos Advisors
Illinois
$5.16M -$1.2M -3,302 -20%
DACS
200
Dymon Asia Capital (Singapore)
Singapore
$5.16M +$255K +700 +6%
6 7
8
9 10

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.