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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
MAS
576
Meeder Advisory Services
Ohio
$233K +$231K +574 New
AAS
577
Annex Advisory Services
Wisconsin
$231K
PP
578
Prudential plc
United Kingdom
$229K
GL
579
Gerber LLC
Ohio
$228K +$403 +1 +0.2%
IGAM
580
iA Global Asset Management
Quebec, Canada
$228K +$226K +562 New
MTIM
581
Marathon Trading Investment Management
Pennsylvania
$228K +$226K +562 New
BWM
582
Baron Wealth Management
Michigan
$226K -$11.3K -28 -5%
AWM
583
AE Wealth Management
Kansas
$226K +$6.45K +16 +3%
MPPW
584
Mitchell & Pahl Private Wealth
Oklahoma
$224K -$403 -1 -0.2%
AFG
585
Atomi Financial Group
New York
$222K +$221K +549 New
DZ Bank
586
DZ Bank
Germany
$222K
WIC
587
Woodmont Investment Counsel
Tennessee
$221K
KCM
588
Kornitzer Capital Management
Kansas
$219K
CWG
589
Cornerstone Wealth Group
North Carolina
$218K
DOA
590
D'Orazio & Associates
Virginia
$218K +$216K +537 New
BONST
591
Bank of Nova Scotia Trust
Ontario, Canada
$216K -$1.61K -4 -0.7%
TIAA Trust, National Association
592
TIAA Trust, National Association
North Carolina
$216K -$806 -2 -0.4%
OWA
593
One Wealth Advisors
California
$215K
GCM
594
Gallacher Capital Management
Colorado
$214K +$213K +528 New
Capstone Investment Advisors
595
Capstone Investment Advisors
New York
$212K +$211K +523 New
CI
596
Cigna Investments
Connecticut
$210K
MG
597
Mather Group
Illinois
$208K +$6.85K +17 +3%
William Blair & Company
598
William Blair & Company
Illinois
$207K -$4.03K -10 -2%
GAA
599
Guardian Asset Advisors
Pennsylvania
$206K +$205K +508 New
GRQ
600
Gardner Russo & Quinn
Pennsylvania
$203K +$201K +500 New

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.