Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CARPENTER TECHNOLOGY CORP (CRS)

616 + 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
↑ +40
Streak
7Q ▲
Buyers last Q
52%

Smart Money Signals — CRS

Based on 591 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
591 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 — +37% more funds vs a year ago

fund count last 6Q
+159 new funds entered over the past year (+37% 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 — 52% buying

316 buying290 selling
Last quarter: 316 funds bought or added vs 290 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 (+28 vs last Q)

new funds entering per quarter
Funds opening a new CRS position: 87 → 141 → 90 → 118. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 26% medium ■ 29% new
265 out of 591 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.
💰

Value +29% but shares only +1% — price-driven

Value
+29%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +29%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~118 new funds/quarter

89 → 87 → 141 → 90 → 118 new funds/Q
New funds entering each quarter: 87 → 141 → 90 → 118. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 13% 1-2yr ■ 36% new
Of 616 current holders: 317 (51%) 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 — 45% AUM from top-100 funds

45% from top-100 AUM funds
44 of 591 holders are among the 100 largest funds by AUM, controlling 45% 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

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

-- --
Smart Money Signal ?
Strong Institutional Conviction

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

77 top-rated funds 16 high-conviction
Consensus
8.2
/ 10
breadth
×
Elite
7.0
/ 10
conviction
Hedge Fund Positioning: CRS
2026 Q1 Stats Unlock in 23 days 616 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 616 579 6.39%
13F Shares 49M 49M 0.53%
Total Value $15.38B $11.92B 29.09%
New Positions 119 90 +29
Increased Positions 220 264 -44
Closed Positions 83 84 -1
Reduced Positions 258 223 +35
Total Calls 13 15 -13.33%
Total Puts 12 14 -14.29%
PUT/CALL Ratio 0.92 0.93 Neutral

Statistics: CRS

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

616 + investors

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

Top 25 institutional holders of CRS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SeaTown Holdings Pte. Ltd. 6.94% 26,895 $10.6M
2 ORSER CAPITAL MANAGEMENT, LLC 6.32% 24,543 $9.7M
3 1492 Capital Management LLC 4.38% 29,175 $11.5M
4 Renaissance Investment Group LLC 2.30% 27,218 $10.7M
5 Overbrook Management Corp 1.59% 21,375 $8.4M
6 Mezzasalma Advisors, LLC 1.42% 14,132 $5.6M
7 AGP FRANKLIN, LLC 1.01% 5,114 $2.0M
8 Wealthstar Advisors, LLC 0.90% 4,860 $1.9M
9 Bright Futures Wealth Management, LLC. 0.87% 3,237 $1.3M
10 Severin Investments, LLC 0.74% 2,190 $863K
11 Monument Capital Management 0.65% 6,557 $2.6M
12 MOODY NATIONAL BANK TRUST DIVISION 0.54% 14,445 $5.7M
13 TLWM 0.51% 7,228 $2.8M
14 Veracity Capital LLC 0.48% 3,395 $1.3M
15 BDFS Capital LLC 0.47% 2,458 $969K
16 Pathway Financial Advisers, LLC 0.46% 4,124 $1.6M
17 First Dallas Securities Inc. 0.44% 3,050 $1.2M
18 Whitaker-Myers Wealth Managers, LTD. 0.41% 5,243 $2.1M
19 LEE JOHNSON CAPITAL MANAGEMENT, LLC 0.32% 2,273 $896K
20 MRA Advisory Group 0.31% 1,934 $762K
21 HMS Capital Management, LLC 0.29% 1,871 $738K
22 TrueWealth Advisors, LLC 0.27% 2,753 $1.1M
23 Marshall Financial Group, LLC 0.27% 4,253 $1.7M
24 XML Financial, LLC 0.27% 8,410 $3.3M
25 Fairvoy Private Wealth, LLC 0.24% 2,531 $998K
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 — 7 quarters in a row: For 7 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 — 52% buying: Last quarter: 316 funds bought or added vs 290 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 — 45% AUM from top-100 funds: 44 of 591 holders are among the 100 largest funds by AUM, controlling 45% 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?

45% of holders stayed for 2+ years: 265 out of 591 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.

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.