Carlisle Companies
CSL
273 hedge funds and large institutions have $5.31B invested in Carlisle Companies in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 114 increasing their positions, 80 reducing their positions, and 41 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 80
5% more capital invested
Capital invested by funds: $5.07B → $5.31B (+$237M)
0.37% more ownership
Funds ownership: 87.71% → 88.07% (+0.37%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less funds holding
Funds holding: 289 → 273 (-16)
32% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 41
83% less call options, than puts
Call options by funds: $315K | Put options by funds: $1.86M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$73.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$56.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$46.4M |
| 4 |
Bank of New York Mellon
New York
|
+$35.9M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
+$25.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$110M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$49.2M |
| 3 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$40.2M |
| 4 |
RA
Royce & Associates
New York
|
-$24.2M |
| 5 |
TAM
Tocqueville Asset Management
New York
|
-$16.6M |
CSL Hedge Fund Activity: Q1 2015 in Review
273 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q1 2015, worth a combined $5.31B — up 4.7% from $5.07B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of CSL and 28 opened new positions — a net loss of 13 holders — while 80 trimmed existing stakes and 114 added.
The largest buyer was Victory Capital Management, adding an estimated $73.5M. The largest seller was Bank of America, cutting an estimated $110M.
- 273 institutional investors held Carlisle Companies (CSL) as of Q1 2015, down from 289 in Q4 2014.
- Funds reported $5.31B of Carlisle Companies stock for Q1 2015, up 4.7% quarter-over-quarter.
- 28 funds opened new Carlisle Companies positions in Q1 2015 and 41 closed out, a net change of -13 holders.
- The largest Carlisle Companies buyer in Q1 2015 was Victory Capital Management, an estimated $73.5M added.
- The largest Carlisle Companies seller in Q1 2015 was Bank of America, an estimated $110M sold.
Based on aggregated 13F filings for Q1 2015.