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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
VAG
701
VisionPoint Advisory Group
Texas
$3.65K +$1.21K +3 +50%
AGWCA
702
Annis Gardner Whiting Capital Advisors
Florida
$2.84K
TWP
703
Triad Wealth Partners
Kansas
$2.84K +$2.82K +7 New
HCP
704
Hexagon Capital Partners
Arkansas
$2.43K
NMM
705
Naples Money Management
Florida
$2.39K
BIA
706
Bell Investment Advisors
California
$2.03K
TWD
707
True Wealth Design
Ohio
$2.03K +$403 +1 +25%
AF
708
Advisornet Financial
Minnesota
$2.03K +$1.21K +3 +150%
GI
709
Gradient Investments
Minnesota
$2.03K +$2.01K +5 New
RIL
710
Rothschild Investment LLC
Illinois
$2.03K +$2.01K +5 New
Kayne Anderson Rudnick Investment Management
711
Kayne Anderson Rudnick Investment Management
California
$1.62K
VCM
712
Versant Capital Management
Arizona
$1.62K
VWA
713
Valued Wealth Advisors
Utah
$1.62K +$1.61K +4 New
MA
714
Montag & Associates
Georgia
$1.54K -$403 -1 -20%
CWC
715
Carolinas Wealth Consulting
North Carolina
$1.3K
FMP
716
Financial Management Professionals
Texas
$1K
CJ
717
Caitlin John
Michigan
$836
RAM
718
Riggs Asset Management
Pennsylvania
$811 +$806 +2 New
AFWM
719
Abich Financial Wealth Management
Virginia
$810 +$806 +2 New
CFGS
720
Concourse Financial Group Securities
Alabama
$810 +$806 +2 New
TPCW
721
TD Private Client Wealth
New York
$810 +$806 +2 New
CPG
722
Cornerstone Planning Group
New Jersey
$754 +$806 +2 New
TFM
723
TFC Financial Management
Massachusetts
$406
MCM
724
MV Capital Management
Maryland
$406 +$403 +1 New
CP
725
Castleview Partners
Texas
$405 -$1.21K -3 -75%

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.