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Carlisle Companies
CSL

579 hedge funds and large institutions have $10.5B invested in Carlisle Companies in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 193 increasing their positions, 224 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

369% more call options, than puts

Call options by funds: $19.9M | Put options by funds: $4.24M

7% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 76

1% less funds holding

Funds holding: 583 → 579 (-4)

2.97% less ownership

Funds ownership: 90.35% → 87.38% (-3%)

14% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 224

20% less capital invested

Capital invested by funds: $13.1B → $10.5B (-$2.61B)

63% less funds holding in top 10

Funds holding in top 10: 16 → 6 (-10)

Holders
579
Holders Change
-4
Holders Change %
-0.69%
% of All Funds
9.31%
Holding in Top 10
6
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-62.5%
% of All Funds
0.1%
New
81
Increased
193
Reduced
224
Closed
76
Calls
$19.9M
Puts
$4.24M
Net Calls
+$15.6M
Net Calls Change
-$170K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$432M
2
Marshall Wace
Marshall Wace
United Kingdom
+$91.4M
3
RRAM
River Road Asset Management
Kentucky
+$83.5M
4
BlackRock
BlackRock
New York
+$80.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$64.8M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$151M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$129M
3
Victory Capital Management
Victory Capital Management
Texas
-$112M
4
Invesco
Invesco
Georgia
-$85M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$83.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
401
LifeGuide Financial Advisors
Pennsylvania
$378K -$257 -1 -0.1%
BHCM
402
Boulder Hill Capital Management
New York
$377K +$412K +1,600 New
SPA
403
Sherbrooke Park Advisers
New York
$377K +$412K +1,600 New
VV
404
Verity & Verity
South Carolina
$377K +$412K +1,600 New
API
405
Advisor Partners II
California
$374K +$61K +237 +18%
CFA
406
Camarda Financial Advisors
Florida
$374K +$409K +1,588 New
AWCI
407
Alpine Woods Capital Investors
New York
$370K – – –
KeyBank National Association
408
KeyBank National Association
Ohio
$369K +$4.37K +17 +1%
CB
409
Commerce Bank
Missouri
$365K +$2.06K +8 +0.5%
BIP
410
Blueprint Investment Partners
North Carolina
$359K +$392K +1,523 New
EWM
411
Endurance Wealth Management
Rhode Island
$350K -$10.3K -40 -3%
MML Investors Services
412
MML Investors Services
Massachusetts
$348K -$116K -449 -23%
MWM
413
Meridian Wealth Management
Kentucky
$347K +$6.43K +25 +2%
DI
414
DFPG Investments
Utah
$344K +$359K +1,396 New
FNBT
415
FineMark National Bank & Trust
Florida
$339K – – –
OTL
416
Oak Thistle LLC
New York
$337K +$368K +1,430 New
CT
417
Colonial Trust
South Carolina
$333K -$206K -800 -36%
PG
418
Patten Group
Tennessee
$325K +$40.7K +158 +13%
RMCM
419
Reynders McVeigh Capital Management
Massachusetts
$321K – – –
MPCG
420
Matrix Private Capital Group
New York
$320K -$24.2K -94 -6%
JF
421
Jump Financial
Illinois
$311K -$2.8M -10,881 -89%
CIBC Asset Management
422
CIBC Asset Management
Ontario, Canada
$305K -$151K -585 -31%
FA
423
FDx Advisors
Illinois
$300K -$217K -842 -40%
STA
424
Summit Trail Advisors
New York
$287K +$13.6K +53 +5%
CCA
425
Checchi Capital Advisers
California
$286K -$19K -74 -6%
15 16
17
18 19

CSL Hedge Fund Activity: Q4 2022 in Review

579 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q4 2022, worth a combined $10.5B — down 20% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CSL positions and 76 closed out — a net gain of 5 holders — while 193 added to existing stakes and 224 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $432M. The largest seller was Janus Henderson Group, cutting an estimated $151M.

  • 579 institutional investors held Carlisle Companies (CSL) as of Q4 2022, down from 583 in Q3 2022.
  • Funds reported $10.5B of Carlisle Companies stock for Q4 2022, down 20% quarter-over-quarter.
  • 81 funds opened new Carlisle Companies positions in Q4 2022 and 76 closed out, a net change of +5 holders.
  • The largest Carlisle Companies buyer in Q4 2022 was Morgan Stanley, an estimated $432M added.
  • The largest Carlisle Companies seller in Q4 2022 was Janus Henderson Group, an estimated $151M sold.

Based on aggregated 13F filings for Q4 2022.