Carpenter Technology Corp: which funds bought and sold
Institutions that bought and sold Carpenter Technology shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 538 institutions that filed 13F reports for both quarters added to or opened positions in Carpenter Technology, and 300 cut or closed them. Together they sold a net 1.1M shares, −2.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.7M shares (−9.6%); index fund managers were net buyers of 318K shares (+2.2%). 222 opened a new position and 50 sold out entirely.
Bought, Q2 2026 538 institutions, 222 of them new holders Sold, Q2 2026 300 institutions, 50 of them sold out
Net change, all compared −1.1M shares (−2.3%)
Net change, active managers −1.7M shares (−9.6%), 37 bought, 54 sold
Buyers versus sellers
538 bought 76 300 sold
Active managers and hedge funds 37 bought · 54 sold · −1.7M
Index fund managers 8 bought · 4 sold · +318K
Other institutions 493 bought · 242 sold · +252K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Jpmorgan Chase & Co | +779K +192.8% | 1.2M | $720M |
| AQR Capital Management LLC Hedge fund | +735K +101.5% | 1.5M | $900M |
| Goldman Sachs Group Inc | +553K +287.1% | 745K | $460M |
| Blackrock, Inc. Index funds | +394K +6.8% | 6.2M | $3.8B |
| Jennison Associates LLC Active manager | +387K +48.1% | 1.2M | $736M |
| Alliancebernstein L.P. Active manager | +341K +280.3% | 463K | $182M |
| Westfield Capital Management Co LP Active manager | +314K New position | 314K | $194M |
| Bessemer Group Inc | +292K +112806.2% | 292K | $180M |
| Qube Research & Technologies Ltd Hedge fund | +268K +1364.1% | 288K | $178M |
| Massachusetts Financial Services Co Active manager | +258K New position | 258K | $159M |
| Wellington Management Group LLP Active manager | +228K +82.2% | 506K | $312M |
| Capital World Investors Active manager | +212K New position | 212K | $131M |
| Jane Street Group, LLC | +195K +121.0% | 356K | $220M |
| Natixis | +113K New position | 113K | $69.5M |
| Two Sigma Investments, LP Hedge fund | +106K +260.4% | 146K | $90.1M |
| Price T Rowe Associates Inc Active manager | +105K +20.8% | 609K | $375M |
| Aviva PLC | +104K New position | 104K | $64.3M |
| Millennium Management LLC Hedge fund | +101K +478.2% | 122K | $75.3M |
| Square Wave Capital, LLC | +78K +169.1% | 124K | $76.4M |
| Vanguard Portfolio Management LLC Index funds | +57K +2.8% | 2.1M | $1.3B |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| AQR Capital Management LLC Hedge fund | +735K +101.5% | 1.5M | $900M |
| Jennison Associates LLC Active manager | +387K +48.1% | 1.2M | $736M |
| Alliancebernstein L.P. Active manager | +341K +280.3% | 463K | $182M |
| Westfield Capital Management Co LP Active manager | +314K New position | 314K | $194M |
| Qube Research & Technologies Ltd Hedge fund | +268K +1364.1% | 288K | $178M |
| Massachusetts Financial Services Co Active manager | +258K New position | 258K | $159M |
| Wellington Management Group LLP Active manager | +228K +82.2% | 506K | $312M |
| Capital World Investors Active manager | +212K New position | 212K | $131M |
| Two Sigma Investments, LP Hedge fund | +106K +260.4% | 146K | $90.1M |
| Price T Rowe Associates Inc Active manager | +105K +20.8% | 609K | $375M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Egerton Capital (UK) LLP Hedge fund | −1.3M Sold out | 0 | — |
| Lone Pine Capital LLC Hedge fund | −855K −47.0% | 963K | $594M |
| Surgocap Partners LP Hedge fund | −510K −42.6% | 686K | $423M |
| Invesco Ltd. | −396K −20.0% | 1.6M | $974M |
| Ameriprise Financial Inc | −266K −60.2% | 176K | $109M |
| Point72 Asset Management, L.P. Hedge fund | −250K Sold out | 0 | — |
| Holocene Advisors, LP Hedge fund | −234K −42.7% | 314K | $194M |
| American Century Companies Inc Active manager | −230K −65.3% | 122K | $75.5M |
| WCM Investment Management, LLC Active manager | −229K −47.9% | 249K | $151M |
| Bank Of America Corp | −220K −42.3% | 300K | $185M |
| Forest Avenue Capital Management LP | −211K −56.2% | 164K | $101M |
| Franklin Resources Inc Active manager | −199K −46.8% | 226K | $139M |
| UBS Group AG | −197K −36.6% | 341K | $211M |
| TOMS Capital Investment Management LP Hedge fund | −176K Sold out | 0 | — |
| Barclays PLC | −165K −67.5% | 80K | $49.1M |
| Granahan Investment Management, LLC | −142K −59.5% | 97K | $59.8M |
| FMR LLC Active manager | −141K −3.3% | 4.2M | $2.6B |
| Advent International, L.P. | −117K −49.5% | 120K | $73.8M |
| State Street Corp Index funds | −102K −5.1% | 1.9M | $1.2B |
| Third Point LLC Hedge fund | −95K −30.6% | 215K | $133M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Egerton Capital (UK) LLP Hedge fund | −1.3M Sold out | 0 | — |
| Lone Pine Capital LLC Hedge fund | −855K −47.0% | 963K | $594M |
| Surgocap Partners LP Hedge fund | −510K −42.6% | 686K | $423M |
| Point72 Asset Management, L.P. Hedge fund | −250K Sold out | 0 | — |
| Holocene Advisors, LP Hedge fund | −234K −42.7% | 314K | $194M |
| American Century Companies Inc Active manager | −230K −65.3% | 122K | $75.5M |
| WCM Investment Management, LLC Active manager | −229K −47.9% | 249K | $151M |
| Franklin Resources Inc Active manager | −199K −46.8% | 226K | $139M |
| TOMS Capital Investment Management LP Hedge fund | −176K Sold out | 0 | — |
| FMR LLC Active manager | −141K −3.3% | 4.2M | $2.6B |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Westfield Capital Management Co LPActive manager | 314K | $194M |
| Massachusetts Financial Services CoActive manager | 258K | $159M |
| Capital World InvestorsActive manager | 212K | $131M |
| Natixis | 113K | $69.5M |
| Aviva PLC | 104K | $64.3M |
| Tudor Investment Corp Et AlHedge fund | 37K | $23.1M |
| Tokio Marine Asset Management Co Ltd | 24K | $14.9M |
| Aventail Capital Group, LP | 22K | $13.8M |
| Voloridge Investment Management, LLCHedge fund | 22K | $13.7M |
| Bleakley Financial Group, LLC | 11K | $6.5M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Egerton Capital (UK) LLPHedge fund | 1.3M | $525M |
| Point72 Asset Management, L.P.Hedge fund | 250K | $98.6M |
| TOMS Capital Investment Management LPHedge fund | 176K | $69.4M |
| Alyeska Investment Group, L.P.Hedge fund | 90K | $35.5M |
| Ceredex Value Advisors LLC | 63K | $24.9M |
| Emerald Mutual Fund Advisers Trust | 36K | $14.1M |
| Fenghe Fund Management Pte. Ltd. | 25K | $9.9M |
| Riposte Capital LLC | 25K | $9.9M |
| Kennedy Capital Management LLCActive manager | 21K | $8.2M |
| Maven Securities Ltd | 17K | $6.7M |
Who holds the shares
- Institutions reporting
- 875
- Ten largest holders
- 49.3% of 13F-reported shares
- Index fund managers
- 31.6% of 13F-reported shares
- Active managers and hedge funds
- 33.3% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 37 | 54 | 14 | 11 | −1.7M | −9.6% |
| Index fund managers | 8 | 4 | 0 | 0 | +318K | +2.2% |
| Other institutions | 493 | 242 | 208 | 39 | +252K | +1.6% |
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