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Carlisle Companies
CSL

Overview Fund Activity

411 hedge funds and large institutions have $8.96B invested in Carlisle Companies in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 98 increasing their positions, 164 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+13
Holders Change %
+3.27%
% of All Funds
7.18%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
55
Increased
98
Reduced
164
Closed
37
Calls
$3M
Puts
$1.72M
Net Calls
+$1.28M
Net Calls Change
-$189K

Top Buyers

1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$74.9M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$192M
3
Citadel Advisors
Citadel Advisors
Florida
$24.2M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$92.3M
5
B
BP
United Kingdom
$15.7M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$284M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$564M
3
BlackRock
BlackRock
New York
$836M
4
TCM
TimesSquare Capital Management
New York
$42.6M
5
Invesco
Invesco
Georgia
$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
251
Avantax Advisory Services
Texas
$604K +$32.6K +170 +6%
M&T Bank
252
M&T Bank
New York
$598K – – –
SCM
253
Shelton Capital Management
Colorado
$566K – – –
KFA
254
Krane Funds Advisors
New York
$550K +$550K +2,875 New
CCA
255
Cadent Capital Advisors
Oklahoma
$531K – – –
TCM
256
Tributary Capital Management
Nebraska
$525K +$525K +2,742 New
Impax Asset Management Group
257
Impax Asset Management Group
United Kingdom
$509K -$78.3K -409 -13%
JWA
258
JFS Wealth Advisors
Pennsylvania
$509K – – –
BBA
259
BLB&B Advisors
Pennsylvania
$504K – – –
MWM
260
Meridian Wealth Management
Kentucky
$497K +$191 +1 +0%
FF
261
FourThought Financial
Florida
$477K -$41.1K -215 -8%
OA
262
Oak Associates
Ohio
$477K – – –
WAM
263
World Asset Management
Michigan
$473K -$27.9K -146 -6%
KBC Group
264
KBC Group
Belgium
$466K – – –
ACM
265
AlphaCrest Capital Management
New York
$455K -$252K -1,317 -36%
SAM
266
Shell Asset Management
Netherlands
$446K +$446K +2,330 New
BIA
267
BHK Investment Advisors
Alabama
$438K +$28.9K +151 +7%
SWM
268
Shakespeare Wealth Management
Wisconsin
$425K – – –
EL
269
Envoi LLC
Minnesota
$424K – – –
LWAM
270
Legacy Wealth Asset Management
Minnesota
$424K -$14.9K -78 -3%
AIM
271
Alhambra Investment Management
Florida
$424K – – –
MCC
272
Malaga Cove Capital
California
$423K +$11.9K +62 +3%
Fayez Sarofim & Co
273
Fayez Sarofim & Co
Texas
$417K – – –
RJT
274
Raymond James Trust
Florida
$411K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
275
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$397K -$115K -600 -22%
9 10
11
12 13