Carlisle Companies
246 hedge funds and large institutions have $3.86B invested in Carlisle Companies in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 95 increasing their positions, 85 reducing their positions, and 28 closing their positions.
79% more call options, than puts
Call options by funds: $253K | Put options by funds: $141K
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
12% more capital invested
Capital invested by funds: $3.43B → $3.86B (+$427M)
12% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 85
0.19% less ownership
Funds ownership: 86.58% → 86.39% (-0.19%)
7% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 28
2% less funds holding
Funds holding: 250 → 246 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$80M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$23.9M |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$18.7M |
| 4 |
State Street
Boston,
Massachusetts
|
+$15.7M |
| 5 |
JP Morgan Chase
New York
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$136M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$22.9M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$17.5M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$16.2M |
| 5 |
Morgan Stanley
New York
|
-$14.7M |
CSL Hedge Fund Activity: Q3 2013 in Review
246 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q3 2013, worth a combined $3.86B — up 12% from $3.43B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of CSL and 26 opened new positions — a net loss of 2 holders — while 85 trimmed existing stakes and 95 added.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $80M. The largest seller was Fidelity Investments, cutting an estimated $136M.
- 246 institutional investors held Carlisle Companies (CSL) as of Q3 2013, down from 250 in Q2 2013.
- Funds reported $3.86B of Carlisle Companies stock for Q3 2013, up 12% quarter-over-quarter.
- 26 funds opened new Carlisle Companies positions in Q3 2013 and 28 closed out, a net change of -2 holders.
- The largest Carlisle Companies buyer in Q3 2013 was Capital Research Global Investors, an estimated $80M added.
- The largest Carlisle Companies seller in Q3 2013 was Fidelity Investments, an estimated $136M sold.
Based on aggregated 13F filings for Q3 2013.