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Carlisle Companies

491 hedge funds and large institutions have $11.5B invested in Carlisle Companies in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 163 increasing their positions, 166 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $2.54M

23% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 53

1% more funds holding

Funds holding: 486491 (+5)

0.22% more ownership

Funds ownership: 89.55%89.77% (+0.22%)

1% less capital invested

Capital invested by funds: $11.6B → $11.5B (-$104M)

2% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 166

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
491
Holders Change
+5
Holders Change %
+1.03%
% of All Funds
7.74%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
65
Increased
163
Reduced
166
Closed
53
Calls
$13.4M
Puts
$2.54M
Net Calls
+$10.8M
Net Calls Change
+$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
301
National Bank of Canada
Quebec, Canada
$521K +$453K +1,933 +1,062%
SWM
302
Sendero Wealth Management
Texas
$519K +$494K +2,110 New
SWM
303
Shakespeare Wealth Management
Wisconsin
$512K
STA
304
Summit Trail Advisors
New York
$500K +$477K +2,034 New
EI
305
Ethic Inc
New York
$497K +$209K +893 +79%
AIM
306
Alhambra Investment Management
Florida
$496K -$23.4K -100 -5%
MGIA
307
Moneta Group Investment Advisors
Missouri
$496K -$8.91K -38 -2%
BIA
308
BHK Investment Advisors
Alabama
$496K
CIBC Asset Management
309
CIBC Asset Management
Ontario, Canada
$496K
DWA
310
Douglass Winthrop Advisors
New York
$492K
MHIC
311
Marble Harbor Investment Counsel
Massachusetts
$492K
GT
312
Glenview Trust
Kentucky
$477K
CT
313
Cambridge Trust
Massachusetts
$471K -$70.3K -300 -14%
SP
314
Symmetry Partners
Connecticut
$471K
CDH
315
Charles D. Hyman
$467K
CRCM
316
Corbett Road Capital Management
Virginia
$449K +$2.11K +9 +0.5%
O
317
Ossiam
France
$442K -$107K -456 -20%
CCM
318
Coldstream Capital Management
Washington
$441K +$2.34K +10 +0.6%
PCM
319
Perritt Capital Management
Illinois
$440K -$16.4K -70 -4%
ESCM
320
Echo Street Capital Management
New York
$434K -$172K -735 -29%
FT
321
Fiduciary Trust
Massachusetts
$430K
FL
322
Fort LP
Maryland
$426K +$171K +731 +73%
KFA
323
Krane Funds Advisors
New York
$424K +$44.3K +189 +12%
PP
324
Patron Partners
Texas
$408K +$14.3K +61 +4%
Cetera Investment Advisers
325
Cetera Investment Advisers
Illinois
$407K -$3.52K -15 -0.9%

CSL Hedge Fund Activity: Q1 2022 in Review

491 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q1 2022, worth a combined $11.5B — down 0.9% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new CSL positions and 53 closed out — a net gain of 12 holders — while 163 added to existing stakes and 166 trimmed.

The largest buyer was Fiduciary Management Inc, adding an estimated $157M. The largest seller was Atlanta Capital Management, cutting an estimated $97.3M.

  • 491 institutional investors held Carlisle Companies (CSL) as of Q1 2022, up from 486 in Q4 2021.
  • Funds reported $11.5B of Carlisle Companies stock for Q1 2022, down 0.9% quarter-over-quarter.
  • 65 funds opened new Carlisle Companies positions in Q1 2022 and 53 closed out, a net change of +12 holders.
  • The largest Carlisle Companies buyer in Q1 2022 was Fiduciary Management Inc, an estimated $157M added.
  • The largest Carlisle Companies seller in Q1 2022 was Atlanta Capital Management, an estimated $97.3M sold.

Based on aggregated 13F filings for Q1 2022.