Carpenter Technology
230 hedge funds and large institutions have $2.35B invested in Carpenter Technology in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 8 closing their positions.
425% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 8
17% more funds holding
Funds holding: 196 → 230 (+34)
9% more capital invested
Capital invested by funds: $2.16B → $2.35B (+$185M)
2.03% more ownership
Funds ownership: 96.36% → 98.39% (+2%)
5% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 80
14% less call options, than puts
Call options by funds: $871K | Put options by funds: $1.01M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$85.1M |
| 2 |
Goldman Sachs
New York
|
+$36.7M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$20.1M |
| 4 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$9.21M |
| 5 |
PP
PDT Partners
New York
|
+$7.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$60.5M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$28.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$13.9M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$9.81M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$6.91M |
CRS Hedge Fund Activity: Q4 2017 in Review
230 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q4 2017, worth a combined $2.35B — up 8.5% from $2.16B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new CRS positions and 8 closed out — a net gain of 34 holders — while 76 added to existing stakes and 80 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $85.1M. The largest seller was EdgePoint Investment Group, cutting an estimated $60.5M.
- 230 institutional investors held Carpenter Technology (CRS) as of Q4 2017, up from 196 in Q3 2017.
- Funds reported $2.35B of Carpenter Technology stock for Q4 2017, up 8.5% quarter-over-quarter.
- 42 funds opened new Carpenter Technology positions in Q4 2017 and 8 closed out, a net change of +34 holders.
- The largest Carpenter Technology buyer in Q4 2017 was Wellington Management Group, an estimated $85.1M added.
- The largest Carpenter Technology seller in Q4 2017 was EdgePoint Investment Group, an estimated $60.5M sold.
Based on aggregated 13F filings for Q4 2017.