Carlisle Companies
CSL
248 hedge funds and large institutions have $4.35B invested in Carlisle Companies in 2013 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 108 reducing their positions, and 24 closing their positions.
13% more capital invested
Capital invested by funds: $3.86B → $4.35B (+$496M)
8% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 24
1% more funds holding
Funds holding: 246 → 248 (+2)
0.19% less ownership
Funds ownership: 86.39% → 86.2% (-0.19%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
37% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$41.3M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$33.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$31.2M |
| 4 |
KI
Kalmar Investments
Greenville,
Delaware
|
+$21.2M |
| 5 |
Millennium Management
New York
|
+$21.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$37.1M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$23.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.1M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$14.4M |
| 5 |
State Street
Boston,
Massachusetts
|
-$14.3M |
CSL Hedge Fund Activity: Q4 2013 in Review
248 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q4 2013, worth a combined $4.35B — up 13% from $3.86B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new CSL positions and 24 closed out — a net gain of 2 holders — while 68 added to existing stakes and 108 trimmed.
The largest buyer was Invesco, adding an estimated $41.3M. The largest seller was Wellington Management Group, cutting an estimated $37.1M.
- 248 institutional investors held Carlisle Companies (CSL) as of Q4 2013, up from 246 in Q3 2013.
- Funds reported $4.35B of Carlisle Companies stock for Q4 2013, up 13% quarter-over-quarter.
- 26 funds opened new Carlisle Companies positions in Q4 2013 and 24 closed out, a net change of +2 holders.
- The largest Carlisle Companies buyer in Q4 2013 was Invesco, an estimated $41.3M added.
- The largest Carlisle Companies seller in Q4 2013 was Wellington Management Group, an estimated $37.1M sold.
Based on aggregated 13F filings for Q4 2013.