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Carlisle Companies
CSL

Overview Fund Activity

735 hedge funds and large institutions have $17.9B invested in Carlisle Companies in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 274 increasing their positions, 248 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
+14
Holders Change %
+1.94%
% of All Funds
10.63%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
90
Increased
274
Reduced
248
Closed
73
Calls
$17.8M
Puts
$24.9M
Net Calls
-$7.14M
Net Calls Change
-$42.2M

Top Buyers

1
Invesco
Invesco
Georgia
+$113M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$98M
3
Morgan Stanley
Morgan Stanley
New York
+$91.8M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$79.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$48.6M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
-$291M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$129M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$127M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$72M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$67.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
576
Cyndeo Wealth Partners
Florida
$271K +$450 +1 +0.2%
PTB
577
Pioneer Trust Bank
Oregon
$270K – – –
MAS
578
Meeder Advisory Services
Ohio
$262K +$4.05K +9 +2%
QPW
579
Quantum Private Wealth
Florida
$261K – – –
Focus Partners Wealth
580
Focus Partners Wealth
Massachusetts
$260K -$684K -1,521 -72%
AAS
581
Annex Advisory Services
Wisconsin
$257K – – –
AWM
582
Axxcess Wealth Management
California
$255K +$255K +566 New
GL
583
Gerber LLC
Ohio
$254K +$450 +1 +0.2%
AWM
584
AE Wealth Management
Kansas
$253K +$2.7K +6 +1%
AFG
585
Argent Financial Group
Louisiana
$252K +$252K +560 New
BWM
586
Baron Wealth Management
Michigan
$251K +$899 +2 +0.4%
OWA
587
One Wealth Advisors
California
$250K – – –
DZ Bank
588
DZ Bank
Germany
$246K – – –
WIC
589
Woodmont Investment Counsel
Tennessee
$246K – – –
IA
590
IFP Advisors
Florida
$245K +$235K +523 +2,490%
CWG
591
Cornerstone Wealth Group
North Carolina
$242K +$450 +1 +0.2%
PGFC
592
Peapack-Gladstone Financial Corp
New Jersey
$241K -$60.4K -134 -20%
XT
593
XTX Topco
Cayman Islands
$240K -$2.47M -5,502 -91%
TIAA Trust, National Association
594
TIAA Trust, National Association
North Carolina
$239K – – –
DOA
595
D'Orazio & Associates
Virginia
$239K -$2.7K -6 -1%
CFSG
596
Clark Financial Services Group
Missouri
$236K +$236K +524 New
AFG
597
Atomi Financial Group
New York
$234K -$13K -29 -5%
KI
598
Kapitalo Investimentos
Brazil
$232K -$63.9K -142 -22%
MG
599
Mather Group
Illinois
$231K -$7.65K -17 -3%
William Blair & Company
600
William Blair & Company
Illinois
$229K -$450 -1 -0.2%
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