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Carlisle Companies

413 hedge funds and large institutions have $8.97B invested in Carlisle Companies in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 99 increasing their positions, 164 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $3M | Put options by funds: $1.72M

49% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 37

13% more capital invested

Capital invested by funds: $7.94B → $8.97B (+$1.03B)

3% more funds holding

Funds holding: 400413 (+13)

1.72% less ownership

Funds ownership: 91.82%90.09% (-1.7%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

40% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 164

Holders
413
Holders Change
+13
Holders Change %
+3.25%
% of All Funds
7.19%
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
99
Reduced
164
Closed
37
Calls
$3M
Puts
$1.72M
Net Calls
+$1.28M
Net Calls Change
-$189K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
376
Washington Trust
Rhode Island
$19K
AIG
377
American International Group
New York
$17.8K -$686K -3,689 -4%
EBSAM
378
Eubel Brady & Suttman Asset Management
Ohio
$16K +$18.6K +100 New
IPW
379
IronBridge Private Wealth
Texas
$15K
FPB
380
First PREMIER Bank
South Dakota
$14K
Nisa Investment Advisors
381
Nisa Investment Advisors
Missouri
$13.3K -$4.56M -24,537 -26%
NSIM
382
North Star Investment Management
Illinois
$13K
HNB
383
Huntington National Bank
Ohio
$13K +$3.35K +18 +37%
S
384
SignatureFD
Georgia
$12K
HI
385
Harbour Investments
Wisconsin
$11K
ST
386
Smithfield Trust
Pennsylvania
$11K
FWM
387
FFT Wealth Management
Pennsylvania
$11K +$11K +59 New
TCM
388
Tradewinds Capital Management
Washington
$10K
CTC
389
Central Trust Company
Missouri
$9K
CCC
390
Crescent Capital Consulting
Louisiana
$9K +$8.74K +47 New
BCA
391
Berman Capital Advisors
Georgia
$8K
PWMG
392
Prestige Wealth Management Group
New Jersey
$8K
BWM
393
BerganKDV Wealth Management
Minnesota
$8K +$186 +1 +2%
TWA
394
TCI Wealth Advisors
Arizona
$7K
CFD
395
Creative Financial Designs
Indiana
$6K
GWS
396
Glassman Wealth Services
Virginia
$6K
PA
397
Parallel Advisors
California
$6K
ZB
398
Zions Bancorporation
Utah
$6K
CWP
399
Concord Wealth Partners
Virginia
$5K
PCG
400
Private Capital Group
Connecticut
$5K

CSL Hedge Fund Activity: Q2 2021 in Review

413 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q2 2021, worth a combined $8.97B — up 13% from $7.94B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CSL positions and 37 closed out — a net gain of 18 holders — while 99 added to existing stakes and 164 trimmed.

The largest buyer was Sumitomo Mitsui Trust Group, adding an estimated $72.4M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $67.5M.

  • 413 institutional investors held Carlisle Companies (CSL) as of Q2 2021, up from 400 in Q1 2021.
  • Funds reported $8.97B of Carlisle Companies stock for Q2 2021, up 13% quarter-over-quarter.
  • 55 funds opened new Carlisle Companies positions in Q2 2021 and 37 closed out, a net change of +18 holders.
  • The largest Carlisle Companies buyer in Q2 2021 was Sumitomo Mitsui Trust Group, an estimated $72.4M added.
  • The largest Carlisle Companies seller in Q2 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $67.5M sold.

Based on aggregated 13F filings for Q2 2021.