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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
CFGS
426
Concourse Financial Group Securities
Alabama
$45K -$19.2K -82 -31%
AS
427
Altshuler Shaham
Israel
$45K +$1.88K +8 +5%
EBA
428
Eagle Bay Advisors
New York
$43K -$16.6K -71 -29%
DC
429
DeDora Capital
California
$41K +$38.7K +165 New
SLWA
430
San Luis Wealth Advisors
California
$41K +$38.7K +165 New
FPS
431
Fieldpoint Private Securities
Connecticut
$37K +$4.69K +20 +15%
GAM
432
Gemmer Asset Management
California
$36K
QC
433
Quent Capital
New York
$33K +$2.58K +11 +9%
S
434
SignatureFD
Georgia
$32K +$15.7K +67 +103%
WPA
435
West Paces Advisors
Georgia
$27.1K +$25.8K +110 New
TFS
436
TrustCore Financial Services
Tennessee
$27K
First Manhattan
437
First Manhattan
New York
$26K
WT
438
Washington Trust
Rhode Island
$25K
MA
439
MUFG Americas
New York
$24K
HMS
440
Hanseatic Management Services
New Mexico
$23K +$22.3K +95 New
LWCFA
441
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K
C
442
Covestor
United Kingdom
$21K +$937 +4 +5%
BWM
443
BerganKDV Wealth Management
Minnesota
$20K
SSB
444
Sandy Spring Bank
Maryland
$19K
CJL
445
Cyrus J. Lawrence
New York
$17K +$16.4K +70 New
NSIM
446
North Star Investment Management
Illinois
$16K
VCM
447
Vigilant Capital Management
Maine
$15K
PA
448
Parallel Advisors
California
$14K +$3.98K +17 +43%
ST
449
Smithfield Trust
Pennsylvania
$13K
Macquarie Group
450
Macquarie Group
Australia
$12.8K +$3.63M +15,494 +43%

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.