We are live on ! Find out more
CRS icon

Carpenter Technology

197 hedge funds and large institutions have $1.65B invested in Carpenter Technology in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 88 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 65

31% more call options, than puts

Call options by funds: $1.52M | Put options by funds: $1.17M

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding

Funds holding: 197197 (0)

2% less capital invested

Capital invested by funds: $1.69B → $1.65B (-$34.9M)

2.37% less ownership

Funds ownership: 96.85%94.48% (-2.4%)

Holders
197
Holders Change
Holders Change %
0%
% of All Funds
4.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
88
Reduced
65
Closed
19
Calls
$1.52M
Puts
$1.17M
Net Calls
+$359K
Net Calls Change
+$197K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$182M -$7.57M -204,327 -4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$147M -$182K -4,915 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$147M +$456K +12,320 +0.3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$137M -$39.2M -1,058,196 -22%
EIG
5
EdgePoint Investment Group
Ontario, Canada
$127M
Invesco
6
Invesco
Georgia
$77.9M -$1.28M -34,617 -2%
State Street
7
State Street
Massachusetts
$74.1M -$1.55M -41,833 -2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$68.3M -$92.6K -2,500 -0.1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$61.8M +$9.41M +253,969 +18%
Northern Trust
10
Northern Trust
Illinois
$40.2M +$627K +16,916 +2%
Victory Capital Management
11
Victory Capital Management
Texas
$33.7M -$7M -189,006 -17%
DRZID
12
DePrince Race & Zollo Inc (DRZ)
Florida
$33.7M +$42.2K +1,140 +0.1%
FCM
13
Frontier Capital Management
Massachusetts
$33.5M -$29.6K -799 -0.1%
Norges Bank
14
Norges Bank
Norway
$30.1M -$4.19M -113,159 -12%
RA
15
Royce & Associates
New York
$29M +$4.49M +121,300 +19%
Ameriprise
16
Ameriprise
Minnesota
$25.5M +$2.97M +80,077 +13%
JP Morgan Chase
17
JP Morgan Chase
New York
$21.5M +$2.47M +66,712 +13%
PCM
18
Peregrine Capital Management
Minnesota
$19.4M -$55K -1,485 -0.3%
HCM
19
Huber Capital Management
California
$19M -$915K -24,700 -5%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$18.8M +$628K +16,955 +3%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$18.1M +$1.58M +42,783 +10%
VFA
22
Virtus Fund Advisers
Connecticut
$17.7M -$295K -7,965 -2%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$16.8M -$330K -8,917 -2%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$13.9M +$348K +9,402 +3%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$13.4M +$218K +5,886 +2%

CRS Hedge Fund Activity: Q2 2017 in Review

197 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q2 2017, worth a combined $1.65B — down 2.1% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CRS positions and 19 closed out — a net gain of 2 holders — while 88 added to existing stakes and 65 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $9.41M. The largest seller was Fidelity Investments, cutting an estimated $39.2M.

  • 197 institutional investors held Carpenter Technology (CRS) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $1.65B of Carpenter Technology stock for Q2 2017, down 2.1% quarter-over-quarter.
  • 21 funds opened new Carpenter Technology positions in Q2 2017 and 19 closed out, a net change of +2 holders.
  • The largest Carpenter Technology buyer in Q2 2017 was Bank of New York Mellon, an estimated $9.41M added.
  • The largest Carpenter Technology seller in Q2 2017 was Fidelity Investments, an estimated $39.2M sold.

Based on aggregated 13F filings for Q2 2017.