We are live on ! Find out more
CSL icon

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
EWA
451
EverSource Wealth Advisors
Alabama
$12K
TCM
452
Tradewinds Capital Management
Washington
$12K
CFO
453
CVA Family Office
Colorado
$12K +$7.03K +30 +150%
FPB
454
First PREMIER Bank
South Dakota
$11K -$7.03K -30 -40%
PWMG
455
Prestige Wealth Management Group
New Jersey
$11K
WWM
456
Wolff Wiese Magana
California
$9K -$703 -3 -8%
TWA
457
TCI Wealth Advisors
Arizona
$9K
JWA
458
JFS Wealth Advisors
Pennsylvania
$9K +$4.92K +21 +131%
ADL
459
Asset Dedication LLC
California
$8K
CFD
460
Creative Financial Designs
Indiana
$8K
GWS
461
Glassman Wealth Services
Virginia
$7K
UB
462
UMB Bank
Missouri
$7K
WTA
463
Washington Trust Advisors
Massachusetts
$7K
PCG
464
Private Capital Group
Connecticut
$7K +$703 +3 +13%
CWP
465
Concord Wealth Partners
Virginia
$6K
ZIG
466
Zullo Investment Group
Pennsylvania
$6K
TFP
467
Tilia Fiduciary Partners
North Carolina
$5K
CI
468
Cordant Inc
Oregon
$5K +$4.92K +21 New
Koshinski Asset Management
469
Koshinski Asset Management
Illinois
$4.27K
MPWT
470
MassMutual Private Wealth & Trust
Connecticut
$4K +$1.64K +7 +88%
PFGIA
471
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$3.52K +15 New
FA
472
Financial Avengers
California
$3K
SC
473
Schubert & Co
Texas
$3K +$469 +2 +20%
IA
474
IFP Advisors
Florida
$3K +$1.41K +6 +100%
DI
475
Disciplined Investments
Oklahoma
$3K +$2.58K +11 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.