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Carpenter Technology

282 hedge funds and large institutions have $3.05B invested in Carpenter Technology in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 82 increasing their positions, 111 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $6.48M

167% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 21

20% more capital invested

Capital invested by funds: $2.55B → $3.05B (+$506M)

13% more funds holding

Funds holding: 249282 (+33)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.71% less ownership

Funds ownership: 93.69%92.98% (-0.71%)

26% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 111

Holders
282
Holders Change
+33
Holders Change %
+13.25%
% of All Funds
4.48%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
56
Increased
82
Reduced
111
Closed
21
Calls
$22.1M
Puts
$6.48M
Net Calls
+$15.7M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$519M -$9.72M -160,288 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$394M +$3.27M +53,994 +0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$240M -$4.32M -71,191 -2%
State Street
4
State Street
Massachusetts
$201M +$12.7M +210,164 +8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$104M +$12.9M +212,321 +16%
FCM
6
Frontier Capital Management
Massachusetts
$99.8M -$5.75M -94,779 -6%
Invesco
7
Invesco
Georgia
$89.5M +$15.7M +259,330 +24%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$66.3M +$2.34M +38,663 +4%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$63.4M -$28.5K -470 -0%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$62.5M -$3.59M -59,295 -6%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$54.5M -$1.31M -21,668 -3%
Northern Trust
12
Northern Trust
Illinois
$50.1M -$156K -2,578 -0.3%
EA
13
Emerald Advisers
Pennsylvania
$46.2M -$36.1K -595 -0.1%
GIP
14
Granite Investment Partners
California
$43.1M -$908K -14,974 -2%
Charles Schwab
15
Charles Schwab
California
$42.9M -$1.47M -24,275 -4%
EMFAT
16
Emerald Mutual Fund Advisers Trust
Pennsylvania
$38M
N
17
Nuveen
North Carolina
$37.8M +$9.09M +149,924 +36%
Morgan Stanley
18
Morgan Stanley
New York
$37.1M +$3.23M +53,254 +11%
Goldman Sachs
19
Goldman Sachs
New York
$35.9M -$1.2M -19,827 -4%
Fisher Asset Management
20
Fisher Asset Management
Washington
$30.3M -$1.03M -16,931 -4%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$29.1M -$10.1M -166,123 -28%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$28.3M -$1.05M -17,370 -4%
DCM
23
Driehaus Capital Management
Illinois
$27.3M -$6.93M -114,381 -22%
Assenagon Asset Management
24
Assenagon Asset Management
Luxembourg
$27.3M +$15.6M +257,178 +173%
Ameriprise
25
Ameriprise
Minnesota
$25M +$9.84M +162,301 +77%

CRS Hedge Fund Activity: Q3 2023 in Review

282 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q3 2023, worth a combined $3.05B — up 20% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new CRS positions and 21 closed out — a net gain of 35 holders — while 82 added to existing stakes and 111 trimmed.

The largest buyer was Invesco, adding an estimated $15.7M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $21.7M sold.

  • 282 institutional investors held Carpenter Technology (CRS) as of Q3 2023, up from 249 in Q2 2023.
  • Funds reported $3.05B of Carpenter Technology stock for Q3 2023, up 20% quarter-over-quarter.
  • 56 funds opened new Carpenter Technology positions in Q3 2023 and 21 closed out, a net change of +35 holders.
  • The largest Carpenter Technology buyer in Q3 2023 was Invesco, an estimated $15.7M added.
  • The largest Carpenter Technology seller in Q3 2023 was Alyeska Investment Group, an estimated $21.7M sold.

Based on aggregated 13F filings for Q3 2023.