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Carlisle Companies

394 hedge funds and large institutions have $7.11B invested in Carlisle Companies in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 115 increasing their positions, 147 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $2.79M | Put options by funds: $1.94M

26% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 57

15% more capital invested

Capital invested by funds: $6.18B → $7.11B (+$929M)

2% more funds holding

Funds holding: 385394 (+9)

0.67% more ownership

Funds ownership: 88.12%88.78% (+0.67%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

22% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 147

Holders
394
Holders Change
+9
Holders Change %
+2.34%
% of All Funds
8.56%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
72
Increased
115
Reduced
147
Closed
57
Calls
$2.79M
Puts
$1.94M
Net Calls
+$847K
Net Calls Change
-$5.94M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Shakespeare Wealth Management
Wisconsin
$290K +$278K +2,067 New
CAW
302
Cornerstone Advisors (Washington)
Washington
$282K +$673 +5 +0.2%
CDH
303
Charles D. Hyman
$281K
MHIC
304
Marble Harbor Investment Counsel
Massachusetts
$281K
Creative Planning
305
Creative Planning
Kansas
$279K +$1.75K +13 +0.7%
MFG
306
Magnus Financial Group
New York
$275K +$22.2K +165 +9%
GT
307
Glenview Trust
Kentucky
$272K
Skandinaviska Enskilda Banken (SEB)
308
Skandinaviska Enskilda Banken (SEB)
Sweden
$267K +$256K +1,900 New
AWCI
309
Alpine Woods Capital Investors
New York
$257K
BTS
310
BB&T Securities
Virginia
$256K
KFS
311
Kurt F. Somerville
$242K -$14.8K -110 -6%
MC
312
Machina Capital
France
$242K +$232K +1,723 New
FDCDDQ
313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$225K +$216K +1,605 New
Neuberger Berman Group
314
Neuberger Berman Group
New York
$224K +$215K +1,596 New
CAN
315
Cetera Advisor Networks
California
$221K +$212K +1,574 New
Mariner
316
Mariner
Kansas
$221K +$212K +1,574 New
Fayez Sarofim & Co
317
Fayez Sarofim & Co
Texas
$217K +$208K +1,545 New
CIBC World Market
318
CIBC World Market
Ontario, Canada
$213K -$551K -4,093 -73%
SI
319
Stephens Inc
Arkansas
$213K +$204K +1,514 New
FWM
320
Frontier Wealth Management
Missouri
$211K +$202K +1,500 New
OCG
321
Opus Capital Group
Ohio
$208K -$741K -5,510 -79%
RG
322
Rikoon Group
New Mexico
$208K +$199K +1,480 New
EWM
323
Evercore Wealth Management
New York
$206K +$197K +1,467 New
CWM
324
Connecticut Wealth Management
Connecticut
$206K +$198K +1,470 New
C
325
Cerebellum
California
$204K -$95.8K -712 -33%

CSL Hedge Fund Activity: Q2 2019 in Review

394 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q2 2019, worth a combined $7.11B — up 15% from $6.18B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new CSL positions and 57 closed out — a net gain of 15 holders — while 115 added to existing stakes and 147 trimmed.

The largest buyer was Nuveen, adding an estimated $88M. The largest seller was Atlanta Capital Management, cutting an estimated $80M.

  • 394 institutional investors held Carlisle Companies (CSL) as of Q2 2019, up from 385 in Q1 2019.
  • Funds reported $7.11B of Carlisle Companies stock for Q2 2019, up 15% quarter-over-quarter.
  • 72 funds opened new Carlisle Companies positions in Q2 2019 and 57 closed out, a net change of +15 holders.
  • The largest Carlisle Companies buyer in Q2 2019 was Nuveen, an estimated $88M added.
  • The largest Carlisle Companies seller in Q2 2019 was Atlanta Capital Management, an estimated $80M sold.

Based on aggregated 13F filings for Q2 2019.