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Carlisle Companies
CSL

Overview Fund Activity

721 hedge funds and large institutions have $16.6B invested in Carlisle Companies in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 241 increasing their positions, 257 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+67
Holders Change %
+10.24%
% of All Funds
10.49%
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
241
Reduced
257
Closed
38
Calls
$38.2M
Puts
$3.11M
Net Calls
+$35.1M
Net Calls Change
-$5.19M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$114M
2
Invesco
Invesco
Georgia
$438M
3
EIP
Epoch Investment Partners
New York
$65M
4
Ameriprise
Ameriprise
Minnesota
$130M
5
Jane Street
Jane Street
New York
$66.1M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$7.14M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$511M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.71M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$120M
5
Morgan Stanley
Morgan Stanley
New York
$943M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWD
701
True Wealth Design
Ohio
$2.03K +$405 +1 +25%
AF
702
Advisornet Financial
Minnesota
$2.03K +$1.22K +3 +150%
RIL
703
Rothschild Investment LLC
Illinois
$2.03K +$2.03K +5 New
GI
704
Gradient Investments
Minnesota
$2.03K +$2.03K +5 New
VCM
705
Versant Capital Management
Arizona
$1.62K – – –
Kayne Anderson Rudnick Investment Management
706
Kayne Anderson Rudnick Investment Management
California
$1.62K – – –
VWA
707
Valued Wealth Advisors
Utah
$1.62K +$1.62K +4 New
MA
708
Montag & Associates
Georgia
$1.54K -$386 -1 -20%
CWC
709
Carolinas Wealth Consulting
North Carolina
$1.3K – – –
FMP
710
Financial Management Professionals
Texas
$1K – – –
CJ
711
Caitlin John
Michigan
$836 – – –
RAM
712
Riggs Asset Management
Pennsylvania
$811 +$811 +2 New
AFWM
713
Abich Financial Wealth Management
Virginia
$810 +$810 +2 New
TPCW
714
TD Private Client Wealth
New York
$810 +$810 +2 New
CFGS
715
Concourse Financial Group Securities
Alabama
$810 +$810 +2 New
CPG
716
Cornerstone Planning Group
New Jersey
$754 +$754 +2 New
TFM
717
TFC Financial Management
Massachusetts
$406 – – –
MCM
718
MV Capital Management
Maryland
$406 +$406 +1 New
CP
719
Castleview Partners
Texas
$405 -$1.22K -3 -75%
RS
720
Rakuten Securities
Japan
$405 +$405 +1 New
NMG
721
New Millennium Group
Utah
$96 – – –
DWM
722
Dogwood Wealth Management
Kansas
$2 -$2 – –
AIG
723
American International Group
New York
– -$25.2M -64,276 Closed
DKCM
724
Davidson Kempner Capital Management
New York
– -$16.7M -42,500 Closed
AWAM
725
Appian Way Asset Management
New York
– -$8.63M -22,022 Closed
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