Carlisle Companies
CSL
362 hedge funds and large institutions have $6.19B invested in Carlisle Companies in 2017 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 110 increasing their positions, 121 reducing their positions, and 42 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
52% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 42
11% more capital invested
Capital invested by funds: $5.6B → $6.19B (+$592M)
6% more funds holding
Funds holding: 342 → 362 (+20)
0.47% less ownership
Funds ownership: 88.34% → 87.87% (-0.47%)
9% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 121
70% less call options, than puts
Call options by funds: $2.01M | Put options by funds: $6.63M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ABC
Anchor Bolt Capital
Chicago,
Illinois
|
+$57.1M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$28.6M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$18.5M |
| 4 |
FA
Friess Associates
Greenville,
Delaware
|
+$15.4M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$52.7M |
| 2 |
Jennison Associates
New York
|
-$37.2M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$28.8M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$21.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$20.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
401
Simplex Trading
Chicago,
Illinois
| – | -$11K | -111 | Closed |
|
|
TF
402
Tompkins Financial
Ithaca,
New York
| – | -$4K | -35 | Closed |
|
|
LWCFA
403
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$2K | -17 | Closed |
|
CSL Hedge Fund Activity: Q4 2017 in Review
362 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q4 2017, worth a combined $6.19B — up 11% from $5.6B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new CSL positions and 42 closed out — a net gain of 22 holders — while 110 added to existing stakes and 121 trimmed.
The largest buyer was Anchor Bolt Capital, adding an estimated $57.1M. The largest seller was JP Morgan Chase, cutting an estimated $52.7M.
- 362 institutional investors held Carlisle Companies (CSL) as of Q4 2017, up from 342 in Q3 2017.
- Funds reported $6.19B of Carlisle Companies stock for Q4 2017, up 11% quarter-over-quarter.
- 64 funds opened new Carlisle Companies positions in Q4 2017 and 42 closed out, a net change of +22 holders.
- The largest Carlisle Companies buyer in Q4 2017 was Anchor Bolt Capital, an estimated $57.1M added.
- The largest Carlisle Companies seller in Q4 2017 was JP Morgan Chase, an estimated $52.7M sold.
Based on aggregated 13F filings for Q4 2017.