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Carlisle Companies

767 hedge funds and large institutions have $14.9B invested in Carlisle Companies in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 242 increasing their positions, 286 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $10.9M

39% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 88

3% more funds holding

Funds holding: 744767 (+23)

2.51% more ownership

Funds ownership: 87.61%90.12% (+2.5%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

15% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 286

18% less capital invested

Capital invested by funds: $18.2B → $14.9B (-$3.3B)

Holders
767
Holders Change
+23
Holders Change %
+3.09%
% of All Funds
10.1%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
122
Increased
242
Reduced
286
Closed
88
Calls
$24.9M
Puts
$10.9M
Net Calls
+$14M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MPA
776
Marvin & Palmer Associates
Delaware
-$6.06M -13,466 Closed
IMCOOI
777
Investment Management Corp of Ontario (IMCO)
Canada
-$5.59M -12,436 Closed
EP
778
Edgestream Partners
New Jersey
-$5.1M -11,339 Closed
AWAM
779
Appian Way Asset Management
New York
-$4.67M -10,387 Closed
RPI
780
Railway Pension Investments
United Kingdom
-$3.46M -7,700 Closed
SC
781
Shellback Capital
Massachusetts
-$3.29M -7,318 Closed
WP
782
Woodline Partners
California
-$3.15M -7,013 Closed
CWM
783
Centric Wealth Management
Illinois
-$2.71M -6,008 Closed
DF
784
Donoghue Forlines
Massachusetts
-$1.6M -3,547 Closed
GC
785
Globeflex Capital
California
-$1.57M -3,500 Closed
STA
786
Summit Trail Advisors
New York
-$1.45M -3,223 Closed
QIM
787
Quantitative Investment Management
Virginia
-$1.23M -2,743 Closed
IEFM
788
IQ EQ Fund Management
Ireland
-$1.13M -2,506 Closed
SGAM
789
Smith Group Asset Management
Texas
-$1.1M -2,440 Closed
ET
790
Entropy Technologies
New York
-$992K -2,206 Closed
PAG
791
Private Advisory Group
Washington
-$945K -2,102 Closed
IFU
792
iSAM Funds (UK)
United Kingdom
-$927K -2,061 Closed
SPA
793
Sherbrooke Park Advisers
New York
-$797K -1,771 Closed
AC
794
AXQ Capital
New Jersey
-$788K -1,753 Closed
Two Sigma Investments
795
Two Sigma Investments
New York
-$782K -1,739 Closed
NC
796
nVerses Capital
Florida
-$765K -1,700 Closed
WI
797
WBI Investments
New Jersey
-$734K -1,633 Closed
PCMC
798
Private Capital Management (Colorado)
Colorado
-$670K -1,489 Closed
FNA
799
First National Advisers
Nebraska
-$593K -1,319 Closed
ECM
800
ExodusPoint Capital Management
New York
-$503K -1,119 Closed

CSL Hedge Fund Activity: Q4 2024 in Review

767 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q4 2024, worth a combined $14.9B — down 18% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new CSL positions and 88 closed out — a net gain of 34 holders — while 242 added to existing stakes and 286 trimmed.

The largest buyer was Wells Fargo, adding an estimated $235M. The largest seller was Fiduciary Management Inc, cutting an estimated $226M.

  • 767 institutional investors held Carlisle Companies (CSL) as of Q4 2024, up from 744 in Q3 2024.
  • Funds reported $14.9B of Carlisle Companies stock for Q4 2024, down 18% quarter-over-quarter.
  • 122 funds opened new Carlisle Companies positions in Q4 2024 and 88 closed out, a net change of +34 holders.
  • The largest Carlisle Companies buyer in Q4 2024 was Wells Fargo, an estimated $235M added.
  • The largest Carlisle Companies seller in Q4 2024 was Fiduciary Management Inc, an estimated $226M sold.

Based on aggregated 13F filings for Q4 2024.