Carlisle Companies
549 hedge funds and large institutions have $10.4B invested in Carlisle Companies in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 217 increasing their positions, 191 reducing their positions, and 72 closing their positions.
28% more call options, than puts
Call options by funds: $7.89M | Put options by funds: $6.17M
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
14% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 191
2.26% more ownership
Funds ownership: 87.38% → 89.64% (+2.3%)
1% less capital invested
Capital invested by funds: $10.5B → $10.4B (-$113M)
5% less funds holding
Funds holding: 579 → 549 (-30)
33% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
+$98M |
| 2 |
Morgan Stanley
New York
|
+$71.3M |
| 3 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
+$60M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$59.7M |
| 5 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$53.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$63.9M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$60.5M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$58.8M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$52.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$40.7M |
CSL Hedge Fund Activity: Q1 2023 in Review
549 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q1 2023, worth a combined $10.4B — down 1.1% from $10.5B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of CSL and 48 opened new positions — a net loss of 24 holders — while 191 trimmed existing stakes and 217 added.
The largest buyer was Robeco Schweiz, opening a new position worth an estimated $98M. The largest seller was Millennium Management, cutting an estimated $63.9M.
- 549 institutional investors held Carlisle Companies (CSL) as of Q1 2023, down from 579 in Q4 2022.
- Funds reported $10.4B of Carlisle Companies stock for Q1 2023, down 1.1% quarter-over-quarter.
- 48 funds opened new Carlisle Companies positions in Q1 2023 and 72 closed out, a net change of -24 holders.
- The largest Carlisle Companies buyer in Q1 2023 was Robeco Schweiz, an estimated $98M added.
- The largest Carlisle Companies seller in Q1 2023 was Millennium Management, an estimated $63.9M sold.
Based on aggregated 13F filings for Q1 2023.