Carpenter Technology
212 hedge funds and large institutions have $2.73B invested in Carpenter Technology in 2013 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 10 closing their positions.
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
60% more call options, than puts
Call options by funds: $9.98M | Put options by funds: $6.25M
34% more capital invested
Capital invested by funds: $2.04B → $2.73B (+$692M)
12% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 74
7% more funds holding
Funds holding: 199 → 212 (+13)
2.79% more ownership
Funds ownership: 85.71% → 88.5% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$41.9M |
| 2 |
HIM
Hermes Investment Management
London Uk,
United Kingdom
|
+$39.3M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$22.2M |
| 4 |
Neuberger Berman Group
New York
|
+$11.9M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$33.6M |
| 2 |
Lazard Asset Management
New York
|
-$18.4M |
| 3 |
TAM
Tocqueville Asset Management
New York
|
-$8.27M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$8.13M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$4.75M |
CRS Hedge Fund Activity: Q3 2013 in Review
212 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q3 2013, worth a combined $2.73B — up 34% from $2.04B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new CRS positions and 10 closed out — a net gain of 15 holders — while 83 added to existing stakes and 74 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $41.9M. The largest seller was Goldman Sachs, cutting an estimated $33.6M.
- 212 institutional investors held Carpenter Technology (CRS) as of Q3 2013, up from 199 in Q2 2013.
- Funds reported $2.73B of Carpenter Technology stock for Q3 2013, up 34% quarter-over-quarter.
- 25 funds opened new Carpenter Technology positions in Q3 2013 and 10 closed out, a net change of +15 holders.
- The largest Carpenter Technology buyer in Q3 2013 was Fidelity Investments, an estimated $41.9M added.
- The largest Carpenter Technology seller in Q3 2013 was Goldman Sachs, an estimated $33.6M sold.
Based on aggregated 13F filings for Q3 2013.