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
EBA
676
Eagle Bay Advisors
New York
$11.3K -$8.46K -21 -43%
SIC
677
Salem Investment Counselors
North Carolina
$10.9K
KFI
678
Key Financial Inc
Pennsylvania
$10.1K
MWM
679
Mascoma Wealth Management
New Hampshire
$10.1K +$10.1K +25 New
BHWM
680
Beaird Harris Wealth Management
Texas
$9.73K +$9.67K +24 New
IC
681
Innealta Capital
Texas
$9.72K +$9.67K +24 New
CFO
682
CVA Family Office
Colorado
$8.51K +$403 +1 +5%
IA
683
IFP Advisors
Florida
$8.51K +$806 +2 +11%
FMII
684
Farmers & Merchants Investments Inc
Nebraska
$8.1K -$403 -1 -5%
FHA
685
First Horizon Advisors
Tennessee
$7.7K +$403 +1 +6%
BGAI
686
Bruce G. Allen Investments
Colorado
$7.29K
NS
687
NBC Securities
Alabama
$7K
BWP
688
Baldwin Wealth Partners
Massachusetts
$6.89K +$6.85K +17 New
WPA
689
West Paces Advisors
Georgia
$6.48K
IUHSA
690
Itau Unibanco Holding S.A.
Brazil
$6.48K +$6.45K +16 New
MAM
691
Magellan Asset Management
Australia
$6.08K
GRP
692
Global Retirement Partners
California
$6.08K +$2.82K +7 +88%
SIC
693
SJS Investment Consulting
Ohio
$5.67K -$31K -77 -85%
LSA
694
Leonteq Securities AG
Switzerland
$5.27K
TIM
695
Tortoise Investment Management
New York
$5.27K
RTL
696
Red Tortoise LLC
Georgia
$4.86K
DPW
697
DiNuzzo Private Wealth
Pennsylvania
$4.86K +$806 +2 +20%
FA
698
Financial Avengers
California
$4.59K
ETC
699
Exchange Traded Concepts
Oklahoma
$4.46K +$4.43K +11 New
AS
700
Altshuler Shaham
Israel
$3.65K -$403 -1 -10%

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.