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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
DMBA
651
Deseret Mutual Benefit Administrators
Utah
$24.7K -$5.24K -13 -18%
AAP
652
Arax Advisory Partners
Colorado
$23.9K +$23.8K +59 New
PTC
653
Private Trust Company
Ohio
$23.1K -$60K -149 -72%
OA
654
Operose Advisors
Wisconsin
$22.3K
ST
655
Smithfield Trust
Pennsylvania
$22K
CIM
656
Contravisory Investment Management
Massachusetts
$20.3K +$20.1K +50 New
NSIM
657
North Star Investment Management
Illinois
$20.3K
JWA
658
JFS Wealth Advisors
Pennsylvania
$17.4K
PWMG
659
Prestige Wealth Management Group
New Jersey
$17.4K
LWCFA
660
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16.3K
ACM
661
Aquatic Capital Management
Illinois
$16.2K -$306K -760 -95%
HEIP
662
Hudson Edge Investment Partners
New Jersey
$16.2K +$16.1K +40 New
SS
663
Sunbelt Securities
Texas
$15.1K
PFBT
664
Parkside Financial Bank & Trust
Missouri
$14.6K +$2.01K +5 +16%
KWAG
665
Kiely Wealth Advisory Group
North Carolina
$14.2K
EWM
666
Evermay Wealth Management
Virginia
$14.2K
CAM
667
Costello Asset Management
Pennsylvania
$14.2K
WB
668
Webster Bank
Connecticut
$13.8K
WWP
669
WR Wealth Planners
Missouri
$13.4K -$403 -1 -3%
S
670
Sachetta
Massachusetts
$13.3K +$2.82K +7 +28%
ADL
671
Asset Dedication LLC
California
$13K
HI
672
Harbour Investments
Wisconsin
$12.6K +$1.21K +3 +11%
MAM
673
Meeder Asset Management
Ohio
$12.6K +$8.46K +21 +210%
GKIM
674
GW&K Investment Management
Massachusetts
$12K -$13.1M -32,440 -100%
UB
675
UMB Bank
Missouri
$11.8K +$4.83K +12 +71%

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.