Carpenter Technology
456 hedge funds and large institutions have $7.97B invested in Carpenter Technology in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 149 increasing their positions, 148 reducing their positions, and 55 closing their positions.
122% more call options, than puts
Call options by funds: $250M | Put options by funds: $113M
98% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 55
12% more funds holding
Funds holding: 407 → 456 (+49)
6% more capital invested
Capital invested by funds: $7.49B → $7.97B (+$485M)
1% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 148
0.2% more ownership
Funds ownership: 93.98% → 94.18% (+0.2%)
25% less funds holding in top 10
Funds holding in top 10: 20 → 15 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$168M |
| 2 |
SP
SurgoCap Partners
New York
|
+$134M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$82.3M |
| 4 |
Holocene Advisors
New York
|
+$72.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$61.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$227M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$129M |
| 3 |
AI
Advent International
Boston,
Massachusetts
|
-$85.4M |
| 4 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$78.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$62M |
CRS Hedge Fund Activity: Q4 2024 in Review
456 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q4 2024, worth a combined $7.97B — up 6.5% from $7.49B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new CRS positions and 55 closed out — a net gain of 54 holders — while 149 added to existing stakes and 148 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $168M. The largest seller was BlackRock, cutting an estimated $227M.
- 456 institutional investors held Carpenter Technology (CRS) as of Q4 2024, up from 407 in Q3 2024.
- Funds reported $7.97B of Carpenter Technology stock for Q4 2024, up 6.5% quarter-over-quarter.
- 109 funds opened new Carpenter Technology positions in Q4 2024 and 55 closed out, a net change of +54 holders.
- The largest Carpenter Technology buyer in Q4 2024 was Fidelity Investments, an estimated $168M added.
- The largest Carpenter Technology seller in Q4 2024 was BlackRock, an estimated $227M sold.
Based on aggregated 13F filings for Q4 2024.