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Carpenter Technology

190 hedge funds and large institutions have $1.26B invested in Carpenter Technology in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 82 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $3.02M | Put options by funds: $790K

1.25% less ownership

Funds ownership: 94.87%93.62% (-1.2%)

5% less funds holding

Funds holding: 200190 (-10)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

33% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 82

34% less capital invested

Capital invested by funds: $1.92B → $1.26B (-$660M)

Holders
190
Holders Change
-10
Holders Change %
-5%
% of All Funds
3.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
55
Reduced
82
Closed
29
Calls
$3.02M
Puts
$790K
Net Calls
+$2.23M
Net Calls Change
+$312K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
176
Private Trust Company
Ohio
$3K +$3.77K +106 New
Barrow, Hanley, Mewhinney & Strauss
177
Barrow, Hanley, Mewhinney & Strauss
Texas
$2K
GWS
178
Glassman Wealth Services
Virginia
$2K
QCG
179
Quadrant Capital Group
Ohio
$2K
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$1.31K -$573K -16,108 -27%
GRP
181
Global Retirement Partners
California
$1K -$462 -13 -33%
WT
182
Washington Trust
Rhode Island
$1K -$178 -5 -17%
HCP
183
Hexagon Capital Partners
Arkansas
$1K
STCOSD
184
Sageworth Trust Company of South Dakota
South Dakota
$1K
S
185
SignatureFD
Georgia
$1K
Balyasny Asset Management
186
Balyasny Asset Management
Illinois
-$6.91M -164,498 Closed
GLA
187
Great Lakes Advisors
Illinois
-$5.02M -119,681 Closed
WMSA
188
Weiss Multi-Strategy Advisers
New York
-$2.92M -69,596 Closed
Marshall Wace
189
Marshall Wace
United Kingdom
-$1.5M -35,760 Closed
Truist Financial
190
Truist Financial
North Carolina
-$1.2M -28,514 Closed
Voloridge Investment Management
191
Voloridge Investment Management
Florida
-$1.12M -26,755 Closed
SSA
192
Schonfeld Strategic Advisors
New York
-$605K -14,400 Closed
Renaissance Technologies
193
Renaissance Technologies
New York
-$592K -14,100 Closed
PAM
194
Paradigm Asset Management
New York
-$575K -13,700 Closed
Verition Fund Management
195
Verition Fund Management
Connecticut
-$528K -12,587 Closed
ProShare Advisors
196
ProShare Advisors
Maryland
-$446K -10,618 Closed
Walleye Trading
197
Walleye Trading
New York
-$418K -9,947 Closed
Walleye Capital
198
Walleye Capital
New York
-$354K -8,442 Closed
JSC
199
Jackson Square Capital
California
-$331K -7,887 Closed
BFA
200
Beaumont Financial Advisors
Massachusetts
-$294K -7,000 Closed

CRS Hedge Fund Activity: Q2 2022 in Review

190 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q2 2022, worth a combined $1.26B — down 34% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of CRS and 23 opened new positions — a net loss of 6 holders — while 82 trimmed existing stakes and 55 added.

The largest buyer was Vanguard Group, adding an estimated $25M. The largest seller was AllianceBernstein, cutting an estimated $41.5M.

  • 190 institutional investors held Carpenter Technology (CRS) as of Q2 2022, down from 200 in Q1 2022.
  • Funds reported $1.26B of Carpenter Technology stock for Q2 2022, down 34% quarter-over-quarter.
  • 23 funds opened new Carpenter Technology positions in Q2 2022 and 29 closed out, a net change of -6 holders.
  • The largest Carpenter Technology buyer in Q2 2022 was Vanguard Group, an estimated $25M added.
  • The largest Carpenter Technology seller in Q2 2022 was AllianceBernstein, an estimated $41.5M sold.

Based on aggregated 13F filings for Q2 2022.