Carpenter Technology Corp (CRS) Hedge Fund Ownership (Q1 2026)

Carpenter Technology Corp (CRS)

691 + Investors. Track Smart Money conviction in CRS. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CRS

Based on 699 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q

For 8 consecutive quarters, more hedge funds added CRS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

699 hedge funds hold CRS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +46% more funds vs a year ago

fund count last 6Q

+221 new funds entered over the past year (+46% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 59% buying

415 buying283 selling

Last quarter: 415 funds bought or added vs 283 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+25 vs last Q)

new funds entering per quarter

Funds opening a new CRS position: 148 → 94 → 125 → 150. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 28% medium ■ 31% new

291 out of 699 hedge funds have held CRS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Price up while funds trimmed (+16% value, -5% shares)

Value

+15%

-4%

Last quarter: total value of institutional CRS holdings rose +16% even though funds reduced share count by 5%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

📈

Growing discovery — still being found

91 → 148 → 94 → 125 → 150 new funds/Q

New funds entering each quarter: 148 → 94 → 125 → 150. A growing number of institutions are discovering CRS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 49% veterans vs 37% newcomers

■ 49% veterans ■ 14% 1-2yr ■ 37% new

Entry-cohort mix of 721 holders: 352 (49%) are 2+ year veterans, 99 entered 1–2 years ago, and 270 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds

59 of 695 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in CRS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	691	619	11.63%
13F Shares	47M	50M	-5.87%
Total Value	$17.92B	$15.56B	15.1%
New Positions	147	125	+22
Increased Positions	253	199	+54
Closed Positions	75	81	-6
Reduced Positions	208	217	-9
Total Calls	11	13	-15.38%
Total Puts	15	12	25.0%
PUT/CALL Ratio	1.36	0.92	Bearish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

691

619

11.63%

13F Shares

47M

50M

-5.87%

Total Value

$17.92B

$15.56B

15.1%

New Positions

147

125

+22

Increased Positions

253

199

+54

Closed Positions

-6

Reduced Positions

208

217

-9

Total Calls

-15.38%

Total Puts

25.0%

PUT/CALL Ratio

1.36

0.92

Bearish

Institutional Holders (2026 Q2)

691 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CRS. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CRS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	SurgoCap Partners LP	13.69%	686,473	$423.4M
2	Square Wave Capital, LLC	11.39%	123,800	$76.4M
3	Mountaineer Partners Management, LLC	9.76%	20,894	$12.9M
4	Tyro Capital Management LLC	9.02%	65,197	$40.2M
5	Buckland Partners Management Co LLC	8.46%	28,000	$17.3M
6	Orser Capital Management, LLC	7.36%	24,058	$14.8M
7	Bornite Capital Management LP	7.00%	90,220	$55.7M
8	1492 Capital Management LLC	4.99%	27,425	$16.9M
9	SeaTown Holdings Pte. Ltd.	4.98%	13,445	$8.3M
10	Dorsey Wright & Associates	4.47%	42,772	$26.4M
11	Forest Avenue Capital Management LP	4.25%	164,219	$101.3M
12	Jones Road Capital Management, L.P.	4.15%	3,300	$2.0M
13	Lone Pine Capital LLC	3.63%	962,839	$593.9M
14	Night Owl Capital Management, LLC	3.45%	53,214	$32.8M
15	Renaissance Investment Group LLC	3.31%	27,296	$16.8M
16	Overbrook Management Corp	3.28%	35,254	$21.7M
17	Guided Capital Wealth Management, LLC	3.06%	8,481	$5.2M
18	Third Point LLC	2.83%	215,000	$132.6M
19	Xn LP	2.78%	171,170	$105.6M
20	H Squared Management LP	2.72%	6,900	$4.3M
21	Navellier & Associates Inc	2.57%	52,573	$32.4M
22	Arvin Capital Management LP	2.56%	31,801	$19.6M
23	Hanseatic Management Services Inc	2.39%	5,273	$3.3M
24	Intrinsic Edge Capital Management LLC	2.25%	35,230	$21.7M
25	Pvg Asset Management Corp	2.24%	6,301	$3.9M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Carpenter Technology Corp (CRS)

What does the Smart Money Trend signal show for CRS?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added CRS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CRS?

Slight buying edge — 59% buying: Last quarter: 415 funds bought or added vs 283 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CRS holders?

Elite ownership — 54% AUM from top-100 funds: 59 of 695 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in CRS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CRS?

42% of holders stayed for 2+ years: 291 out of 699 hedge funds have held CRS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Carpenter Technology Corp (CRS)

Smart Money Signals — CRS

Buying streak — 8 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +46% more funds vs a year ago

Slight buying edge — 59% buying

More new buyers each quarter (+25 vs last Q)

42% of holders stayed for 2+ years

Price up while funds trimmed (+16% value, -5% shares)

Growing discovery — still being found

Veteran-anchored — 49% veterans vs 37% newcomers

Elite ownership — 54% AUM from top-100 funds

Institutional Sentiment Summary — CRS

Hedge Fund Ownership: CRS

Market Analysis: CRS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CRS

Hedge Fund Positioning: CRS

Statistics: CRS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Carpenter Technology Corp (CRS)

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