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Carpenter Technology

185 hedge funds and large institutions have $1.43B invested in Carpenter Technology in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more call options, than puts

Call options by funds: $5.94M | Put options by funds: $1.35M

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

1% less funds holding

Funds holding: 187185 (-2)

1.33% less ownership

Funds ownership: 92.57%91.24% (-1.3%)

19% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 75

20% less capital invested

Capital invested by funds: $1.79B → $1.43B (-$351M)

Holders
185
Holders Change
-2
Holders Change %
-1.07%
% of All Funds
3.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
61
Reduced
75
Closed
21
Calls
$5.94M
Puts
$1.35M
Net Calls
+$4.59M
Net Calls Change
+$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$247M -$6.26M -176,761 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$174M -$426K -12,037 -0.2%
AllianceBernstein
3
AllianceBernstein
Tennessee
$132M +$3.33M +93,907 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$103M -$6.25M -176,393 -5%
State Street
5
State Street
Massachusetts
$97.5M -$2.06M -58,233 -2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$82.4M -$4.97M -140,363 -5%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$40.7M -$1.46M -41,271 -3%
FCM
8
Frontier Capital Management
Massachusetts
$39.4M -$11.2M -316,809 -21%
Invesco
9
Invesco
Georgia
$38.1M +$5.85M +165,117 +17%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$34.1M -$383K -10,827 -1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$26.7M +$2.4M +67,820 +9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$26.3M -$150K -4,232 -0.5%
Northern Trust
13
Northern Trust
Illinois
$24M -$896K -25,301 -3%
Bank of America
14
Bank of America
North Carolina
$22.4M -$60.2K -1,701 -0.2%
Charles Schwab
15
Charles Schwab
California
$21.1M +$145K +4,094 +0.6%
Fisher Asset Management
16
Fisher Asset Management
Washington
$18.6M -$319 -9 -0%
Norges Bank
17
Norges Bank
Norway
$17.2M +$3.42M +96,432 +22%
RA
18
Royce & Associates
New York
$16M -$2.03M -57,264 -11%
PCM
19
Peregrine Capital Management
Minnesota
$12.1M +$1.28M +36,121 +11%
Principal Financial Group
20
Principal Financial Group
Iowa
$10.7M -$368K -10,396 -3%
PCM
21
Penn Capital Management
Pennsylvania
$9.77M +$2.87M +81,030 +37%
RJA
22
Raymond James & Associates
Florida
$9.46M -$80.8K -2,281 -0.8%
Morgan Stanley
23
Morgan Stanley
New York
$9.27M -$1.8M -50,732 -15%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$9.22M +$1.68M +47,536 +20%
CRC
25
Curi RMB Capital
Illinois
$8.88M +$433K +12,221 +5%

CRS Hedge Fund Activity: Q3 2021 in Review

185 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q3 2021, worth a combined $1.43B — down 20% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of CRS and 19 opened new positions — a net loss of 2 holders — while 75 trimmed existing stakes and 61 added.

The largest buyer was Two Sigma Investments, adding an estimated $6.4M. The largest seller was Victory Capital Management, cutting an estimated $21.2M.

  • 185 institutional investors held Carpenter Technology (CRS) as of Q3 2021, down from 187 in Q2 2021.
  • Funds reported $1.43B of Carpenter Technology stock for Q3 2021, down 20% quarter-over-quarter.
  • 19 funds opened new Carpenter Technology positions in Q3 2021 and 21 closed out, a net change of -2 holders.
  • The largest Carpenter Technology buyer in Q3 2021 was Two Sigma Investments, an estimated $6.4M added.
  • The largest Carpenter Technology seller in Q3 2021 was Victory Capital Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q3 2021.