We are live on ! Find out more
CSL icon

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
OFS
326
Orrstown Financial Services
Pennsylvania
$168K +$161K +1,200 New
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$160K -$128K -955 -46%
EI
328
Ellevest Inc
New York
$151K
HNB
329
Huntington National Bank
Ohio
$148K +$19.5K +145 +16%
APA
330
American Portfolios Advisors
New York
$138K -$6.46K -48 -5%
QCG
331
Quadrant Capital Group
Ohio
$126K
NFG
332
Next Financial Group
Texas
$124K +$16.5K +123 +16%
TRCT
333
Tower Research Capital (TRC)
New York
$123K -$413K -3,068 -78%
NIPH
334
NN Investment Partners Holdings
Netherlands
$96K +$92.4K +687 New
First Manhattan
335
First Manhattan
New York
$74K
GWM
336
Geneos Wealth Management
Colorado
$65K
ASN
337
Advisory Services Network
Georgia
$58K +$16.9K +126 +45%
DWA
338
Dougherty Wealth Advisers
Minnesota
$56K
MAM
339
Meeder Asset Management
Ohio
$55K +$52.9K +393 New
HIIFS
340
Harel Insurance Investments & Financial Services
Israel
$51K +$48.4K +360 New
PCM
341
Prelude Capital Management
New York
$47K +$45.3K +337 New
CAPTRUST Financial Advisors
342
CAPTRUST Financial Advisors
North Carolina
$43K -$100K -747 -71%
FHA
343
First Horizon Advisors
Tennessee
$39K
AP
344
Advisors Preferred
Maryland
$38K +$35.9K +267 New
LWCFA
345
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32K -$14.8K -110 -33%
GAM
346
Guinness Asset Management
United Kingdom
$32K +$7K +52 +29%
AAP
347
Arax Advisory Partners
Colorado
$32K +$30.7K +228 New
CMBA
348
C.M. Bidwell & Associates
Hawaii
$32K +$30.9K +230 New
KFA
349
Krane Funds Advisors
New York
$26K +$24.8K +184 New
CTC
350
Central Trust Company
Missouri
$22K +$7.4K +55 +50%

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.