Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CARPENTER TECHNOLOGY CORP (CRS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +76
Streak
8Q ▲
Buyers last Q
59%

Smart Money Signals — CRS

Based on 695 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
695 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 — +45% more funds vs a year ago

fund count last 6Q
+217 new funds entered over the past year (+45% 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

411 buying285 selling
Last quarter: 411 funds bought or added vs 285 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 (+24 vs last Q)

new funds entering per quarter
Funds opening a new CRS position: 147 → 94 → 125 → 149. 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
289 out of 695 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 (+15% value, -6% shares)

Value
+15%
Shares
-5%
Last quarter: total value of institutional CRS holdings rose +15% even though funds reduced share count by 6%. 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 → 147 → 94 → 125 → 149 new funds/Q
New funds entering each quarter: 147 → 94 → 125 → 149. A growing number of institutions are discovering CRS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 14% 1-2yr ■ 37% new
Of 717 current holders: 350 (49%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
57 of 695 holders are among the 100 largest funds by AUM, controlling 41% 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.

Institutional Sentiment Summary — CRS

In 2026 Q1, 411 hedge funds were net buyers of CRS (149 opened a new position, 262 added to an existing one), while 285 reduced or exited (212 trimmed, 73 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in CRS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +76 funds (more new holders than closures). Total institutional holders: 695.

Hedge Fund Ownership: CRS

How many hedge funds hold CRS — quarterly history vs. share price
Quarterly hedge fund ownership of CRS vs. share price

Market Analysis: CRS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CRS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy CARPENTER TECHNOLOGY CORP (CRS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CRS has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 73d ago
CRS
+48.6%
XLI
-76.3%

CRS outperformed XLI by +124.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
CRS
+37.5%
XLI
-6.5%

Since the filing became public, CRS outperformed XLI by +44.0% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

45 top-rated funds 17 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
6.1
/ 10
conviction
Hedge Fund Positioning: CRS
691 + Investors

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

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

Statistics: CRS

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Financial Highlights

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Institutional Holders (2026 Q1)

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:
Top 25 institutional holders of CRS — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SurgoCap Partners LP 15.75% 1,196,901 $471.8M
2 JONES ROAD CAPITAL MANAGEMENT, L.P. 13.19% 18,500 $7.3M
3 Bornite Capital Management LP 8.83% 133,200 $52.5M
4 Forest Avenue Capital Management LP 8.77% 375,012 $147.8M
5 Mountaineer Partners Management, LLC 7.03% 35,929 $14.2M
6 SeaTown Holdings Pte. Ltd. 6.94% 26,895 $10.6M
7 Buckland Partners Management Co LLC 6.69% 28,000 $11.0M
8 ORSER CAPITAL MANAGEMENT, LLC 6.32% 24,543 $9.7M
9 Third Point LLC 5.87% 310,000 $122.2M
10 Egerton Capital (UK) LLP 5.82% 1,330,920 $524.6M
11 Tyro Capital Management LLC 5.78% 135,004 $53.2M
12 LONE PINE CAPITAL LLC 5.71% 1,817,940 $716.5M
13 Granahan Investment Management, LLC 4.57% 239,469 $94.4M
14 Square Wave Capital, LLC 4.39% 46,000 $18.1M
15 1492 Capital Management LLC 4.38% 29,175 $11.5M
16 H Squared Management LP 3.23% 8,900 $3.5M
17 Tribune Investment Group LP 2.95% 19,560 $7.7M
18 Dorsey Wright & Associates 2.93% 59,932 $23.6M
19 XN LP 2.73% 188,797 $74.4M
20 SMA Capital LLC 2.71% 15,947 $6.3M
21 CHASE INVESTMENT COUNSEL CORP 2.66% 25,735 $10.1M
22 RIPOSTE CAPITAL LLC 2.51% 25,000 $9.9M
23 Night Owl Capital Management, LLC 2.41% 52,417 $20.7M
24 Guided Capital Wealth Management, LLC 2.34% 8,997 $3.5M
25 Renaissance Investment Group LLC 2.30% 27,218 $10.7M
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: 411 funds bought or added vs 285 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 — 41% AUM from top-100 funds: 57 of 695 holders are among the 100 largest funds by AUM, controlling 41% 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: 289 out of 695 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.

Is it too late to buy CARPENTER TECHNOLOGY CORP (CRS) following the 2026 Q1 hedge fund 13F filings?

As of today, CRS has moved +37.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to -6.5% for the XLI sector ETF — an outperformance of +44.0%. Since the quarter end (March 31, 2026), CRS has gained +48.6% vs -76.3% for XLI. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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