Carlisle Companies
364 hedge funds and large institutions have $6.18B invested in Carlisle Companies in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 136 increasing their positions, 128 reducing their positions, and 34 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
18% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 34
6% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 128
0.79% more ownership
Funds ownership: 89.38% → 90.17% (+0.79%)
3% less capital invested
Capital invested by funds: $6.36B → $6.18B (-$184M)
1% less funds holding
Funds holding: 368 → 364 (-4)
93% less call options, than puts
Call options by funds: $1.07M | Put options by funds: $16.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$614M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$59.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$40.2M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$32.6M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$32.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$46M |
| 2 |
Select Equity Group
New York
|
-$44.7M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$38.5M |
| 4 |
JP Morgan Chase
New York
|
-$35.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$22.1M |
CSL Hedge Fund Activity: Q1 2017 in Review
364 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q1 2017, worth a combined $6.18B — down 2.9% from $6.36B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new CSL positions and 34 closed out — a net gain of 6 holders — while 136 added to existing stakes and 128 trimmed.
The largest buyer was BlackRock, adding an estimated $614M. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $46M sold.
- 364 institutional investors held Carlisle Companies (CSL) as of Q1 2017, down from 368 in Q4 2016.
- Funds reported $6.18B of Carlisle Companies stock for Q1 2017, down 2.9% quarter-over-quarter.
- 40 funds opened new Carlisle Companies positions in Q1 2017 and 34 closed out, a net change of +6 holders.
- The largest Carlisle Companies buyer in Q1 2017 was BlackRock, an estimated $614M added.
- The largest Carlisle Companies seller in Q1 2017 was Cramer Rosenthal McGlynn, an estimated $46M sold.
Based on aggregated 13F filings for Q1 2017.