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Carpenter Technology

219 hedge funds and large institutions have $3.09B invested in Carpenter Technology in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

4% more funds holding

Funds holding: 211219 (+8)

4% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 74

0.86% more ownership

Funds ownership: 91.05%91.92% (+0.86%)

3% less capital invested

Capital invested by funds: $3.18B → $3.09B (-$98.5M)

33% less call options, than puts

Call options by funds: $4.26M | Put options by funds: $6.36M

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
219
Holders Change
+8
Holders Change %
+3.79%
% of All Funds
6.29%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
26
Increased
77
Reduced
74
Closed
17
Calls
$4.26M
Puts
$6.36M
Net Calls
-$2.1M
Net Calls Change
-$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$414M -$33.2M -523,112 -7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$262M -$7.36M -115,904 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$197M +$487K +7,678 +0.2%
EIG
4
EdgePoint Investment Group
Ontario, Canada
$168M +$11M +174,025 +7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$143M -$7.16M -112,795 -5%
MAM
6
Marketfield Asset Management
New York
$113M +$112M +1,760,377 New
HCM
7
Huber Capital Management
California
$109M +$2.94M +46,358 +3%
State Street
8
State Street
Massachusetts
$106M -$3.46M -54,536 -3%
Franklin Resources
9
Franklin Resources
California
$106M +$8.77M +138,073 +9%
BFA
10
BlackRock Fund Advisors
California
$98.1M +$8.96M +141,063 +10%
BIT
11
BlackRock Institutional Trust
California
$91.2M +$3.04M +47,939 +3%
Lazard Asset Management
12
Lazard Asset Management
New York
$66.2M -$821K -12,925 -1%
Norges Bank
13
Norges Bank
Norway
$64.9M +$28.8M +453,157 +79%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$64.4M +$2.88M +45,349 +5%
TAM
15
Tocqueville Asset Management
New York
$59.5M -$4.31M -67,850 -7%
KI
16
Kalmar Investments
Delaware
$51.9M +$147K +2,320 +0.3%
RA
17
Royce & Associates
New York
$51.4M -$2.08M -32,700 -4%
TCM
18
TimesSquare Capital Management
New York
$48.9M -$12.2M -191,800 -20%
Invesco
19
Invesco
Georgia
$42.9M -$1.29M -20,291 -3%
VFA
20
Virtus Fund Advisers
Connecticut
$41.3M +$41.4M +652,289 New
HIM
21
Hermes Investment Management
United Kingdom
$38.8M -$6.27M -98,690 -14%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$36.8M +$9.29M +146,350 +34%
O
23
OppenheimerFunds
New York
$36.3M +$5.43M +85,460 +18%
Luther King Capital Management (LKCM)
24
Luther King Capital Management (LKCM)
Texas
$33.4M -$2.19M -34,435 -6%
Wells Fargo
25
Wells Fargo
California
$32.4M -$4.17M -65,677 -11%

CRS Hedge Fund Activity: Q2 2014 in Review

219 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q2 2014, worth a combined $3.09B — down 3.1% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CRS positions and 17 closed out — a net gain of 9 holders — while 77 added to existing stakes and 74 trimmed.

The largest buyer was Marketfield Asset Management, opening a new position worth an estimated $112M. The largest seller was Suntrust Banks, cutting an estimated $43.1M.

  • 219 institutional investors held Carpenter Technology (CRS) as of Q2 2014, up from 211 in Q1 2014.
  • Funds reported $3.09B of Carpenter Technology stock for Q2 2014, down 3.1% quarter-over-quarter.
  • 26 funds opened new Carpenter Technology positions in Q2 2014 and 17 closed out, a net change of +9 holders.
  • The largest Carpenter Technology buyer in Q2 2014 was Marketfield Asset Management, an estimated $112M added.
  • The largest Carpenter Technology seller in Q2 2014 was Suntrust Banks, an estimated $43.1M sold.

Based on aggregated 13F filings for Q2 2014.