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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
AssetMark Inc
401
AssetMark Inc
California
$156K -$128K -545 -46%
MA
402
MCF Advisors
Kentucky
$156K +$148K +633 New
CT
403
Caldwell Trust
Florida
$146K
AIM
404
Anchor Investment Management
South Carolina
$141K +$135K +575 New
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$140K -$6.8K -29 -5%
HNB
406
Huntington National Bank
Ohio
$140K +$117K +500 +704%
CA
407
Crewe Advisors
Utah
$135K +$58.6K +250 +83%
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$123K -$30.5K -130 -21%
TAIM
409
TD Ameritrade Investment Management
Nebraska
$109K -$22.5K -96 -18%
FMP
410
Financial Management Professionals
Texas
$103K +$469 +2 +0.5%
CMBA
411
C.M. Bidwell & Associates
Hawaii
$98K +$93.7K +400 New
AP
412
Arlington Partners
Alabama
$96K
QCG
413
Quadrant Capital Group
Ohio
$90K +$6.56K +28 +8%
WIM
414
Wilen Investment Management
Florida
$86K
ME
415
McIlrath & Eck
Washington
$85K
FAG
416
Fortitude Advisory Group
Washington
$81K -$469 -2 -0.6%
MCC
417
Money Concepts Capital
Florida
$75K +$71.7K +306 New
HFM
418
Harvest Fund Management
China
$68K
AIC
419
Archer Investment Corporation
Indiana
$61.5K +$58.6K +250 New
DMBA
420
Deseret Mutual Benefit Administrators
Utah
$61K -$12.9K -55 -18%
GWM
421
Geneos Wealth Management
Colorado
$61K
Nomura Asset Management
422
Nomura Asset Management
Japan
$49.4K +$47.1K +201 New
EI
423
Ellevest Inc
New York
$49K +$14.8K +63 +46%
WT
424
Whittier Trust
California
$47K +$2.81K +12 +7%
LAS
425
Lloyd Advisory Services
Georgia
$47K +$44.5K +190 New

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.