Carlisle Companies
400 hedge funds and large institutions have $7.94B invested in Carlisle Companies in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 128 increasing their positions, 144 reducing their positions, and 41 closing their positions.
113% more call options, than puts
Call options by funds: $2.77M | Put options by funds: $1.3M
22% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 41
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
2% more funds holding
Funds holding: 393 → 400 (+7)
1.04% more ownership
Funds ownership: 90.77% → 91.82% (+1%)
4% more capital invested
Capital invested by funds: $7.6B → $7.94B (+$340M)
11% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 144
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$35.2M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
+$30.7M |
| 3 |
BlackRock
New York
|
+$25.3M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$22.3M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$71.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$45.8M |
| 3 |
ACM
Argent Capital Management
St Louis,
Missouri
|
-$30.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.2M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$17.2M |
CSL Hedge Fund Activity: Q1 2021 in Review
400 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q1 2021, worth a combined $7.94B — up 4.5% from $7.6B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new CSL positions and 41 closed out — a net gain of 9 holders — while 128 added to existing stakes and 144 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $35.2M. The largest seller was JP Morgan Chase, cutting an estimated $71.1M.
- 400 institutional investors held Carlisle Companies (CSL) as of Q1 2021, up from 393 in Q4 2020.
- Funds reported $7.94B of Carlisle Companies stock for Q1 2021, up 4.5% quarter-over-quarter.
- 50 funds opened new Carlisle Companies positions in Q1 2021 and 41 closed out, a net change of +9 holders.
- The largest Carlisle Companies buyer in Q1 2021 was Bank of Montreal, an estimated $35.2M added.
- The largest Carlisle Companies seller in Q1 2021 was JP Morgan Chase, an estimated $71.1M sold.
Based on aggregated 13F filings for Q1 2021.