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Carlisle Companies

727 hedge funds and large institutions have $16.7B invested in Carlisle Companies in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 242 increasing their positions, 260 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,129% more call options, than puts

Call options by funds: $38.2M | Put options by funds: $3.11M

192% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 39

10% more funds holding

Funds holding: 661727 (+66)

1% more capital invested

Capital invested by funds: $16.5B → $16.7B (+$180M)

7% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 260

1.85% less ownership

Funds ownership: 88.25%86.4% (-1.9%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
727
Holders Change
+66
Holders Change %
+9.98%
% of All Funds
10.5%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
114
Increased
242
Reduced
260
Closed
39
Calls
$38.2M
Puts
$3.11M
Net Calls
+$35.1M
Net Calls Change
-$5.19M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
376
CIBC World Markets
New York
$1.04M +$236K +585 +29%
LWCA
377
Locust Wood Capital Advisers
New York
$1.04M +$1.04M +2,575 New
Mackenzie Financial
378
Mackenzie Financial
Ontario, Canada
$1.03M -$16.5K -41 -2%
BIA
379
BHK Investment Advisors
Alabama
$1.02M -$54.4K -135 -5%
RP
380
Riverwater Partners
Wisconsin
$1.02M -$24.2K -60 -2%
OAM
381
Ostrum Asset Management
France
$1.02M -$78.6K -195 -7%
IEFM
382
IQ EQ Fund Management
Ireland
$1.02M -$553K -1,373 -35%
Carson Wealth (CWM LLC)
383
Carson Wealth (CWM LLC)
Nebraska
$1M +$15.3K +38 +2%
JF
384
Jump Financial
Illinois
$993K -$1.77M -4,393 -64%
IA
385
Inspire Advisors
Idaho
$987K +$23.4K +58 +2%
LS
386
Livforsakringsbolaget Skandia
Sweden
$981K
GC
387
Guggenheim Capital
Illinois
$967K +$185K +460 +24%
SPI
388
Sutton Place Investors
New York
$966K +$1.21K +3 +0.1%
SPA
389
Sherbrooke Park Advisers
New York
$959K -$428K -1,062 -31%
QI
390
Qtron Investments
Massachusetts
$928K +$183K +455 +25%
Bank of Nova Scotia
391
Bank of Nova Scotia
Ontario, Canada
$919K +$172K +426 +23%
CT
392
Colonial Trust
South Carolina
$913K +$403 +1 +0%
TCM
393
Tributary Capital Management
Nebraska
$912K -$97.9K -243 -10%
MML Investors Services
394
MML Investors Services
Massachusetts
$901K -$860K -2,134 -49%
EL
395
Envoi LLC
Minnesota
$898K
AU
396
Algebris (UK)
United Kingdom
$897K +$256K +636 +37%
Baird Financial Group
397
Baird Financial Group
Wisconsin
$893K +$93.9K +233 +12%
SP
398
Symmetry Partners
Connecticut
$889K -$70.5K -175 -7%
ZB
399
Zions Bancorporation
Utah
$886K -$489K -1,213 -36%
Fayez Sarofim & Co
400
Fayez Sarofim & Co
Texas
$884K

CSL Hedge Fund Activity: Q2 2024 in Review

727 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q2 2024, worth a combined $16.7B — up 1.1% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new CSL positions and 39 closed out — a net gain of 75 holders — while 242 added to existing stakes and 260 trimmed.

The largest buyer was TD Asset Management, adding an estimated $108M. The largest seller was Pacer Advisors, cutting an estimated $202M.

  • 727 institutional investors held Carlisle Companies (CSL) as of Q2 2024, up from 661 in Q1 2024.
  • Funds reported $16.7B of Carlisle Companies stock for Q2 2024, up 1.1% quarter-over-quarter.
  • 114 funds opened new Carlisle Companies positions in Q2 2024 and 39 closed out, a net change of +75 holders.
  • The largest Carlisle Companies buyer in Q2 2024 was TD Asset Management, an estimated $108M added.
  • The largest Carlisle Companies seller in Q2 2024 was Pacer Advisors, an estimated $202M sold.

Based on aggregated 13F filings for Q2 2024.