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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
OA
426
Oak Associates
Ohio
$735K
ATC
427
Argent Trust Co
Tennessee
$725K
BIM
428
Bridges Investment Management
Nebraska
$721K +$717K +1,780 New
PIM
429
Plato Investment Management
Australia
$711K +$614K +1,525 +666%
P
430
&Partners
Tennessee
$697K +$700K +1,737 New
CAG
431
Crestwood Advisors Group
Massachusetts
$692K +$2.01K +5 +0.3%
PI
432
PEAK6 Investments
Illinois
$690K +$686K +1,703 New
MYLI
433
Meiji Yasuda Life Insurance
Japan
$689K +$274K +680 +67%
SWM
434
Shakespeare Wealth Management
Wisconsin
$688K -$107K -266 -14%
MFG
435
Merit Financial Group
Georgia
$672K +$344K +853 +106%
IC
436
IEQ Capital
California
$667K +$19.7K +49 +3%
KeyBank National Association
437
KeyBank National Association
Ohio
$663K +$6.04K +15 +0.9%
TMAM
438
Tokio Marine Asset Management
Japan
$657K -$25.8K -64 -4%
VA
439
Vident Advisory
Georgia
$647K +$87.4K +217 +16%
SI
440
Seeds Investor
New York
$633K +$171K +425 +37%
RJT
441
Raymond James Trust
Florida
$631K -$46.7K -116 -7%
MIA
442
MeadowBrook Investment Advisors
Michigan
$630K -$11.3K -28 -2%
Fifth Third Bancorp
443
Fifth Third Bancorp
Ohio
$628K +$118K +293 +23%
MA
444
Mutual Advisors
Nebraska
$627K -$283K -702 -32%
DAS
445
Diversify Advisory Services
Utah
$626K -$403 -1 -0.1%
HIM
446
Hillsdale Investment Management
Ontario, Canada
$624K +$620K +1,540 New
NW
447
NewEdge Wealth
Pennsylvania
$624K -$24.2K -60 -4%
QCM
448
Quantinno Capital Management
New York
$616K +$612K +1,519 New
CWM
449
Cornerstone Wealth Management
Missouri
$612K -$9.67K -24 -2%
AWCI
450
Alpine Woods Capital Investors
New York
$608K

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.