Carlisle Companies
342 hedge funds and large institutions have $5.6B invested in Carlisle Companies in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 107 increasing their positions, 138 reducing their positions, and 38 closing their positions.
11% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 38
4% more capital invested
Capital invested by funds: $5.39B → $5.6B (+$210M)
0.87% more ownership
Funds ownership: 87.47% → 88.34% (+0.87%)
0% more funds holding
Funds holding: 342 → 342 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
22% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 138
91% less call options, than puts
Call options by funds: $813K | Put options by funds: $9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$59.6M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$49.5M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$42M |
| 4 |
State Street
Boston,
Massachusetts
|
+$20.7M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$54.1M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$49.6M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$43.5M |
| 4 |
BlackRock
New York
|
-$35.7M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$25.2M |
CSL Hedge Fund Activity: Q3 2017 in Review
342 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q3 2017, worth a combined $5.6B — up 3.9% from $5.39B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new CSL positions and 38 closed out — a net gain of 4 holders — while 107 added to existing stakes and 138 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $59.6M. The largest seller was JP Morgan Chase, cutting an estimated $54.1M.
- 342 institutional investors held Carlisle Companies (CSL) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $5.6B of Carlisle Companies stock for Q3 2017, up 3.9% quarter-over-quarter.
- 42 funds opened new Carlisle Companies positions in Q3 2017 and 38 closed out, a net change of +4 holders.
- The largest Carlisle Companies buyer in Q3 2017 was Janus Henderson Group, an estimated $59.6M added.
- The largest Carlisle Companies seller in Q3 2017 was JP Morgan Chase, an estimated $54.1M sold.
Based on aggregated 13F filings for Q3 2017.