Carlisle Companies
390 hedge funds and large institutions have $6.28B invested in Carlisle Companies in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 134 increasing their positions, 159 reducing their positions, and 61 closing their positions.
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
0.18% less ownership
Funds ownership: 90.12% → 89.93% (-0.18%)
8% less funds holding
Funds holding: 423 → 390 (-33)
16% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 159
24% less capital invested
Capital invested by funds: $8.26B → $6.28B (-$1.98B)
32% less call options, than puts
Call options by funds: $6.68M | Put options by funds: $9.77M
48% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$92.5M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$73M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$67.4M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$49.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$34.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$97.3M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$54.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$48.2M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$38.7M |
| 5 |
Pzena Investment Management
New York
|
-$36.5M |
CSL Hedge Fund Activity: Q1 2020 in Review
390 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q1 2020, worth a combined $6.28B — down 24% from $8.26B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of CSL and 32 opened new positions — a net loss of 29 holders — while 159 trimmed existing stakes and 134 added.
The largest buyer was JP Morgan Chase, adding an estimated $92.5M. The largest seller was Janus Henderson Group, cutting an estimated $97.3M.
- 390 institutional investors held Carlisle Companies (CSL) as of Q1 2020, down from 423 in Q4 2019.
- Funds reported $6.28B of Carlisle Companies stock for Q1 2020, down 24% quarter-over-quarter.
- 32 funds opened new Carlisle Companies positions in Q1 2020 and 61 closed out, a net change of -29 holders.
- The largest Carlisle Companies buyer in Q1 2020 was JP Morgan Chase, an estimated $92.5M added.
- The largest Carlisle Companies seller in Q1 2020 was Janus Henderson Group, an estimated $97.3M sold.
Based on aggregated 13F filings for Q1 2020.