Carpenter Technology
CRS
297 hedge funds and large institutions have $3.27B invested in Carpenter Technology in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 98 increasing their positions, 119 reducing their positions, and 51 closing their positions.
65% more call options, than puts
Call options by funds: $12.8M | Put options by funds: $7.78M
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
0% less capital invested
Capital invested by funds: $3.28B → $3.27B (-$10.8M)
0.95% less ownership
Funds ownership: 94.08% → 93.13% (-0.95%)
10% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 51
2% less funds holding
Funds holding: 303 → 297 (-6)
18% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 119
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Advent International
Boston,
Massachusetts
|
+$64.6M |
| 2 |
BCP
Bayberry Capital Partners
New York
|
+$32.9M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$23.3M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$22.6M |
| 5 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$41.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$34.9M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$33.9M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$17.9M |
| 5 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$14.7M |
CRS Hedge Fund Activity: Q1 2024 in Review
297 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q1 2024, worth a combined $3.27B — down 0.33% from $3.28B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of CRS and 46 opened new positions — a net loss of 5 holders — while 119 trimmed existing stakes and 98 added.
The largest buyer was Advent International, adding an estimated $64.6M. The largest seller was Morgan Stanley, cutting an estimated $41.3M.
- 297 institutional investors held Carpenter Technology (CRS) as of Q1 2024, down from 303 in Q4 2023.
- Funds reported $3.27B of Carpenter Technology stock for Q1 2024, down 0.33% quarter-over-quarter.
- 46 funds opened new Carpenter Technology positions in Q1 2024 and 51 closed out, a net change of -5 holders.
- The largest Carpenter Technology buyer in Q1 2024 was Advent International, an estimated $64.6M added.
- The largest Carpenter Technology seller in Q1 2024 was Morgan Stanley, an estimated $41.3M sold.
Based on aggregated 13F filings for Q1 2024.