Carlisle Companies
565 hedge funds and large institutions have $11.5B invested in Carlisle Companies in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 163 increasing their positions, 217 reducing their positions, and 39 closing their positions.
187% more call options, than puts
Call options by funds: $42.1M | Put options by funds: $14.7M
77% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 39
4% more funds holding
Funds holding: 541 → 565 (+24)
3% less capital invested
Capital invested by funds: $11.8B → $11.5B (-$380M)
2.26% less ownership
Funds ownership: 90.55% → 88.29% (-2.3%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
25% less repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 217
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ninety One (UK)
London,
United Kingdom
|
+$140M |
| 2 |
Morgan Stanley
New York
|
+$24.3M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$22.3M |
| 4 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
|
+$22.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$109M |
| 2 |
Millennium Management
New York
|
-$80.6M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$68.1M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
-$58.8M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$54M |
CSL Hedge Fund Activity: Q3 2023 in Review
565 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q3 2023, worth a combined $11.5B — down 3.2% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new CSL positions and 39 closed out — a net gain of 30 holders — while 163 added to existing stakes and 217 trimmed.
The largest buyer was Ninety One (UK), adding an estimated $140M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $109M.
- 565 institutional investors held Carlisle Companies (CSL) as of Q3 2023, up from 541 in Q2 2023.
- Funds reported $11.5B of Carlisle Companies stock for Q3 2023, down 3.2% quarter-over-quarter.
- 69 funds opened new Carlisle Companies positions in Q3 2023 and 39 closed out, a net change of +30 holders.
- The largest Carlisle Companies buyer in Q3 2023 was Ninety One (UK), an estimated $140M added.
- The largest Carlisle Companies seller in Q3 2023 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $109M sold.
Based on aggregated 13F filings for Q3 2023.