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Carlisle Companies

727 hedge funds and large institutions have $16.7B invested in Carlisle Companies in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 242 increasing their positions, 260 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,129% more call options, than puts

Call options by funds: $38.2M | Put options by funds: $3.11M

192% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 39

10% more funds holding

Funds holding: 661727 (+66)

1% more capital invested

Capital invested by funds: $16.5B → $16.7B (+$180M)

7% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 260

1.85% less ownership

Funds ownership: 88.25%86.4% (-1.9%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
727
Holders Change
+66
Holders Change %
+9.98%
% of All Funds
10.5%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
114
Increased
242
Reduced
260
Closed
39
Calls
$38.2M
Puts
$3.11M
Net Calls
+$35.1M
Net Calls Change
-$5.19M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
526
Aptus Capital Advisors
Alabama
$342K +$403 +1 +0.1%
TWM
527
Tradition Wealth Management
Minnesota
$333K +$806 +2 +0.2%
VWM
528
Venturi Wealth Management
Texas
$332K +$330K +820 New
AIA
529
Allied Investment Advisors
Montana
$332K
SIA
530
Schechter Investment Advisors
Michigan
$332K -$25K -62 -7%
CSPIA
531
Cary Street Partners Investment Advisory
Virginia
$332K -$90.2K -224 -21%
SLAM
532
Swiss Life Asset Management
$325K -$108K -267 -25%
TA
533
TrueWealth Advisors
Alabama
$324K
Wealthfront Advisers
534
Wealthfront Advisers
California
$323K -$12.9K -32 -4%
LCM
535
Laurion Capital Management
New York
$323K +$321K +796 New
GWANC
536
Guardian Wealth Advisors (North Carolina)
North Carolina
$321K
HFM
537
Harvest Fund Management
China
$318K +$197K +490 +166%
CFD
538
Creative Financial Designs
Indiana
$313K +$235K +583 +308%
WS
539
Wedbush Securities
California
$312K -$16.1K -40 -5%
TCM
540
Traynor Capital Management
Pennsylvania
$308K -$4.83K -12 -2%
CC
541
Corton Capital
Ontario, Canada
$304K +$302K +750 New
UFF
542
USA Financial Formulas
Michigan
$302K -$23K -57 -7%
CMS
543
Capital Market Strategies
Florida
$302K +$18.5K +46 +7%
SPC
544
Spirepoint Private Client
Florida
$301K +$299K +742 New
AFG
545
Allegheny Financial Group
Pennsylvania
$300K -$46.7K -116 -14%
EWM
546
Evercore Wealth Management
New York
$298K
RCA
547
Resonant Capital Advisors
Wisconsin
$290K +$36.3K +90 +14%
PAM
548
Paradigm Asset Management
New York
$283K +$121K +300 +75%
TC
549
TownSquare Capital
Utah
$283K +$7.25K +18 +3%
ACM
550
Argent Capital Management
Missouri
$280K

CSL Hedge Fund Activity: Q2 2024 in Review

727 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q2 2024, worth a combined $16.7B — up 1.1% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new CSL positions and 39 closed out — a net gain of 75 holders — while 242 added to existing stakes and 260 trimmed.

The largest buyer was TD Asset Management, adding an estimated $108M. The largest seller was Pacer Advisors, cutting an estimated $202M.

  • 727 institutional investors held Carlisle Companies (CSL) as of Q2 2024, up from 661 in Q1 2024.
  • Funds reported $16.7B of Carlisle Companies stock for Q2 2024, up 1.1% quarter-over-quarter.
  • 114 funds opened new Carlisle Companies positions in Q2 2024 and 39 closed out, a net change of +75 holders.
  • The largest Carlisle Companies buyer in Q2 2024 was TD Asset Management, an estimated $108M added.
  • The largest Carlisle Companies seller in Q2 2024 was Pacer Advisors, an estimated $202M sold.

Based on aggregated 13F filings for Q2 2024.