We are live on ! Find out more
CSL icon

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
CA
551
Clearstead Advisors
Ohio
$280K +$278K +690 New
WMA
552
West Michigan Advisors
Michigan
$273K +$5.64K +14 +2%
PGFC
553
Peapack-Gladstone Financial Corp
New Jersey
$271K +$35.5K +88 +15%
RIM
554
Rakuten Investment Management
Japan
$271K +$95.5K +237 +56%
LGA
555
Lebenthal Global Advisors
New York
$270K
RMCM
556
Reynders McVeigh Capital Management
Massachusetts
$269K -$161K -400 -38%
PAG
557
Private Advisor Group
New Jersey
$269K -$133K -330 -33%
JCIA
558
Jackson Creek Investment Advisors
Colorado
$267K +$265K +658 New
KI
559
Kapitalo Investimentos
Brazil
$266K +$265K +657 New
APA
560
Astoria Portfolio Advisors
New York
$264K -$24.2K -60 -8%
QIM
561
Quantitative Investment Management
Virginia
$261K +$260K +645 New
A
562
AlphaQuest
New York
$260K -$93.1K -231 -26%
CL
563
Choreo LLC
Illinois
$259K +$263K +652 New
MA
564
MCF Advisors
Kentucky
$256K
Marshall Wace
565
Marshall Wace
United Kingdom
$254K +$253K +628 New
CAL
566
Capital Advisors Ltd
Ohio
$254K -$58K -144 -19%
SW
567
SVB Wealth
Massachusetts
$249K -$12.1K -30 -5%
HT
568
Heritage Trust
Oklahoma
$247K
UCFA
569
United Capital Financial Advisors
Texas
$245K -$8.46K -21 -3%
FM
570
Foster & Motley
Ohio
$245K -$16.1K -40 -6%
CWP
571
Cyndeo Wealth Partners
Florida
$244K -$1.21K -3 -0.5%
PTB
572
Pioneer Trust Bank
Oregon
$243K
GT
573
Greenleaf Trust
Michigan
$242K +$2.82K +7 +1%
QPW
574
Quantum Private Wealth
Florida
$235K +$4.43K +11 +2%
MGP
575
Metis Global Partners
California
$234K -$12.5K -31 -5%

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.