Carpenter Technology
361 hedge funds and large institutions have $5.11B invested in Carpenter Technology in 2024 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 105 increasing their positions, 120 reducing their positions, and 28 closing their positions.
243% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 28
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
56% more capital invested
Capital invested by funds: $3.27B → $5.11B (+$1.83B)
22% more funds holding
Funds holding: 297 → 361 (+64)
1.03% more ownership
Funds ownership: 93.13% → 94.16% (+1%)
13% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 120
35% less call options, than puts
Call options by funds: $73M | Put options by funds: $112M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$131M |
| 2 |
WHCM
Wolf Hill Capital Management
Greenwich,
Connecticut
|
+$64.8M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$46M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$34.6M |
| 5 |
AG
Avala Global
New York
|
+$33.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$57.1M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$47.9M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$41.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$41.5M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$30.3M |
CRS Hedge Fund Activity: Q2 2024 in Review
361 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q2 2024, worth a combined $5.11B — up 56% from $3.27B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new CRS positions and 28 closed out — a net gain of 68 holders — while 105 added to existing stakes and 120 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $131M. The largest seller was Goldman Sachs, cutting an estimated $57.1M.
- 361 institutional investors held Carpenter Technology (CRS) as of Q2 2024, up from 297 in Q1 2024.
- Funds reported $5.11B of Carpenter Technology stock for Q2 2024, up 56% quarter-over-quarter.
- 96 funds opened new Carpenter Technology positions in Q2 2024 and 28 closed out, a net change of +68 holders.
- The largest Carpenter Technology buyer in Q2 2024 was Fidelity Investments, an estimated $131M added.
- The largest Carpenter Technology seller in Q2 2024 was Goldman Sachs, an estimated $57.1M sold.
Based on aggregated 13F filings for Q2 2024.