Carpenter Technology
248 hedge funds and large institutions have $2.55B invested in Carpenter Technology in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 67 increasing their positions, 94 reducing their positions, and 22 closing their positions.
131% more call options, than puts
Call options by funds: $2.73M | Put options by funds: $1.18M
123% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 22
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
25% more capital invested
Capital invested by funds: $2.03B → $2.55B (+$516M)
12% more funds holding
Funds holding: 221 → 248 (+27)
0% less ownership
Funds ownership: 93.45% → 93.44% (-0%)
29% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
+$19M |
| 2 |
SGDR
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
+$18M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$15.6M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$13.7M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$35.8M |
| 2 |
Millennium Management
New York
|
-$18.6M |
| 3 |
Goldman Sachs
New York
|
-$18.4M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$15.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$12.7M |
CRS Hedge Fund Activity: Q2 2023 in Review
248 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q2 2023, worth a combined $2.55B — up 25% from $2.03B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new CRS positions and 22 closed out — a net gain of 27 holders — while 67 added to existing stakes and 94 trimmed.
The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $19M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $35.8M.
- 248 institutional investors held Carpenter Technology (CRS) as of Q2 2023, up from 221 in Q1 2023.
- Funds reported $2.55B of Carpenter Technology stock for Q2 2023, up 25% quarter-over-quarter.
- 49 funds opened new Carpenter Technology positions in Q2 2023 and 22 closed out, a net change of +27 holders.
- The largest Carpenter Technology buyer in Q2 2023 was Alyeska Investment Group, an estimated $19M added.
- The largest Carpenter Technology seller in Q2 2023 was Thrivent Financial for Lutherans, an estimated $35.8M sold.
Based on aggregated 13F filings for Q2 2023.