CSL icon

Carlisle Companies
CSL

Overview Fund Activity

654 hedge funds and large institutions have $16.4B invested in Carlisle Companies in 2024 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 199 increasing their positions, 226 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+60
Holders Change %
+10.1%
% of All Funds
9.48%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.2%
New
104
Increased
199
Reduced
226
Closed
40
Calls
$56.1M
Puts
$15.8M
Net Calls
+$40.3M
Net Calls Change
+$5.67M

Top Buyers

1
Invesco
Invesco
Georgia
$324M
2
BlackRock
BlackRock
New York
$1.95B
3
Citadel Advisors
Citadel Advisors
Florida
$75.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$138M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$42.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$995M
2
GIM
Generation Investment Management
United Kingdom
$331M
3
Harris Associates
Harris Associates
Illinois
$35.2M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$660M
5
FMI
Fiduciary Management Inc
Wisconsin
$439M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCBT
476
First Citizens Bank & Trust
North Carolina
$334K +$334K +852 New
FSA
477
Franklin Street Advisors
North Carolina
$333K – – –
ACA
478
Aptus Capital Advisors
Alabama
$331K +$7.05K +18 +2%
Wealthfront Advisers
479
Wealthfront Advisers
California
$325K -$22.7K -58 -7%
TWM
480
Tradition Wealth Management
Minnesota
$322K +$392 +1 +0.1%
AIA
481
Allied Investment Advisors
Montana
$321K – – –
MFG
482
Merit Financial Group
Georgia
$321K +$321K +805 New
WS
483
Wedbush Securities
California
$317K – – –
UFF
484
USA Financial Formulas
Michigan
$315K +$315K +803 New
TA
485
TrueWealth Advisors
Alabama
$313K – – –
ACM
486
Aquatic Capital Management
Illinois
$313K +$313K +800 New
GWANC
487
Guardian Wealth Advisors (North Carolina)
North Carolina
$310K – – –
FTDI
488
First Trust Direct Indexing
Massachusetts
$308K +$16.1K +41 +6%
Acadian Asset Management
489
Acadian Asset Management
Massachusetts
$306K – – –
CI Investments Inc
490
CI Investments Inc
Ontario, Canada
$306K +$36.9K +94 +14%
TCM
491
Traynor Capital Management
Pennsylvania
$303K – – –
CAL
492
Capital Advisors Ltd
Ohio
$302K +$392 +1 +0.1%
FDCDDQ
493
Federation des caisses Desjardins du Quebec
Quebec, Canada
$292K -$47.1K -137 -14%
EWM
494
Evercore Wealth Management
New York
$288K – – –
AC
495
Aristides Capital
Kentucky
$283K +$283K +722 New
LCWP
496
Legacy Capital Wealth Partners
Arkansas
$280K -$112K -514 -29%
CMS
497
Capital Market Strategies
Florida
$274K – – –
UM
498
UniSuper Management
Australia
$274K +$118K +300 +75%
GIA
499
Gateway Investment Advisers
Ohio
$272K -$5.09K -13 -2%
AWM
500
Apollon Wealth Management
South Carolina
$272K -$783 -2 -0.3%
18 19
20
21 22