Carlisle Companies
368 hedge funds and large institutions have $6.36B invested in Carlisle Companies in 2016 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 107 increasing their positions, 143 reducing their positions, and 38 closing their positions.
42% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 38
9% more capital invested
Capital invested by funds: $5.82B → $6.36B (+$536M)
4% more funds holding
Funds holding: 355 → 368 (+13)
0.97% more ownership
Funds ownership: 88.4% → 89.38% (+0.97%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less call options, than puts
Call options by funds: $994K | Put options by funds: $1.06M
25% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 143
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ninety One (UK)
London,
United Kingdom
|
+$157M |
| 2 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
+$35.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.5M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$21.4M |
| 5 |
State Street
Boston,
Massachusetts
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$55.8M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$31.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$28.9M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$20.1M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$17.6M |
CSL Hedge Fund Activity: Q4 2016 in Review
368 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q4 2016, worth a combined $6.36B — up 9.2% from $5.82B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new CSL positions and 38 closed out — a net gain of 16 holders — while 107 added to existing stakes and 143 trimmed.
The largest buyer was Ninety One (UK), opening a new position worth an estimated $157M. The largest seller was Wellington Management Group, cutting an estimated $55.8M.
- 368 institutional investors held Carlisle Companies (CSL) as of Q4 2016, up from 355 in Q3 2016.
- Funds reported $6.36B of Carlisle Companies stock for Q4 2016, up 9.2% quarter-over-quarter.
- 54 funds opened new Carlisle Companies positions in Q4 2016 and 38 closed out, a net change of +16 holders.
- The largest Carlisle Companies buyer in Q4 2016 was Ninety One (UK), an estimated $157M added.
- The largest Carlisle Companies seller in Q4 2016 was Wellington Management Group, an estimated $55.8M sold.
Based on aggregated 13F filings for Q4 2016.