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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
$599M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$430M
3
Morgan Stanley
Morgan Stanley
New York
$1.14B
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$80.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$112M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
$6.21M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$495M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
676
Centerpoint Advisors
Massachusetts
$21K -$7.3K -16 -26%
JWA
677
JFS Wealth Advisors
Pennsylvania
$19.8K +$450 +1 +2%
PWMG
678
Prestige Wealth Management Group
New Jersey
$19.3K – – –
HI
679
Harbour Investments
Wisconsin
$19.3K +$5.4K +12 +39%
SS
680
Sunbelt Securities
Texas
$19K +$2.27K +5 +14%
WWP
681
WR Wealth Planners
Missouri
$18.9K +$4.05K +9 +27%
ETC
682
Exchange Traded Concepts
Oklahoma
$18.4K +$13.5K +30 +273%
HEIP
683
Hudson Edge Investment Partners
New Jersey
$18K – – –
LWCFA
684
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K – – –
KWAG
685
Kiely Wealth Advisory Group
North Carolina
$16.9K – – –
PFBT
686
Parkside Financial Bank & Trust
Missouri
$16.2K – – –
EWM
687
Evermay Wealth Management
Virginia
$15.7K – – –
CAM
688
Costello Asset Management
Pennsylvania
$15.7K – – –
ADL
689
Asset Dedication LLC
California
$14.4K – – –
S
690
Sachetta
Massachusetts
$13K -$1.35K -3 -9%
GKIM
691
GW&K Investment Management
Massachusetts
$13K – – –
SIC
692
Salem Investment Counselors
North Carolina
$12.1K – – –
KFI
693
Key Financial Inc
Pennsylvania
$11.2K – – –
HWM
694
Hemington Wealth Management
Virginia
$11K +$11K +27 New
A
695
Allianz
Germany
$10.8K +$10.8K +24 New
PS
696
Planned Solutions
California
$10.3K +$10.3K +23 New
RS
697
Rakuten Securities
Japan
$9.9K +$9.45K +21 +2,100%
MWM
698
Mascoma Wealth Management
New Hampshire
$9K -$2.25K -5 -20%
CFO
699
CVA Family Office
Colorado
$9K -$450 -1 -5%
EBA
700
Eagle Bay Advisors
New York
$8.55K -$4.05K -9 -32%
26 27
28
29 30