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
Loomis, Sayles & Company
476
Loomis, Sayles & Company
Massachusetts
$3K +$2.81K +12 New
PCA
477
Providence Capital Advisors
North Carolina
$3K +$2.81K +12 New
JWM
478
Janiczek Wealth Management
Colorado
$2K
SWA
479
Sutton Wealth Advisors
Florida
$1.72K +$469 +2 +40%
EARNEST Partners
480
EARNEST Partners
Georgia
$1K
LC
481
Lindbrook Capital
California
$1K
VCM
482
Versant Capital Management
Arizona
$1K
AF
483
Allworth Financial
California
$1K +$703 +3 New
PFS
484
Prospera Financial Services
Texas
$1K +$703 +3 New
GRP
485
Global Retirement Partners
California
$1K +$937 +4 New
WC
486
Wexford Capital
Florida
$214 +$204K +870 New
SC
487
Saturna Capital
Washington
-$58.2M -244,700 Closed
SC
488
Shellback Capital
Massachusetts
-$40M -161,209 Closed
Wellington Management Group
489
Wellington Management Group
Massachusetts
-$10.1M -40,564 Closed
CWM
490
Chemistry Wealth Management
New York
-$8.41M -33,915 Closed
CIBC World Market
491
CIBC World Market
Ontario, Canada
-$5.39M -21,729 Closed
CP
492
Castleview Partners
Texas
-$53 -13,150 Closed
FMI
493
F/M Investments
District of Columbia
-$2.62M -10,549 Closed
MLICM
494
Metropolitan Life Insurance Company (MetLife)
New York
-$2.54M -10,254 Closed
Marshall Wace
495
Marshall Wace
United Kingdom
-$1.9M -7,667 Closed
Schroder Investment Management Group
496
Schroder Investment Management Group
United Kingdom
-$1.86M -7,487 Closed
Pacer Advisors
497
Pacer Advisors
Pennsylvania
-$1.76M -7,095 Closed
Assenagon Asset Management
498
Assenagon Asset Management
Luxembourg
-$1.66M -6,671 Closed
TI
499
Tidal Investments
Wisconsin
-$1.48M -5,945 Closed
BC
500
Brookfield Corp
Ontario, Canada
-$1.37M -5,527 Closed

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.