Carlisle Companies
251 hedge funds and large institutions have $4.34B invested in Carlisle Companies in 2014 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 93 reducing their positions, and 22 closing their positions.
27% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 22
1% more funds holding
Funds holding: 248 → 251 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% less capital invested
Capital invested by funds: $4.35B → $4.34B (-$12M)
0.76% less ownership
Funds ownership: 86.2% → 85.44% (-0.76%)
12% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$98.7M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$15.7M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$11.9M |
| 4 |
Two Sigma Investments
New York
|
+$10.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$50.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.7M |
| 3 |
State Street
Boston,
Massachusetts
|
-$26.9M |
| 4 |
JP Morgan Chase
New York
|
-$22.9M |
| 5 |
Millennium Management
New York
|
-$21.2M |
CSL Hedge Fund Activity: Q1 2014 in Review
251 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q1 2014, worth a combined $4.34B — down 0.27% from $4.35B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new CSL positions and 22 closed out — a net gain of 6 holders — while 82 added to existing stakes and 93 trimmed.
The largest buyer was Bank of America, adding an estimated $98.7M. The largest seller was Fiduciary Management Inc, cutting an estimated $50.9M.
- 251 institutional investors held Carlisle Companies (CSL) as of Q1 2014, up from 248 in Q4 2013.
- Funds reported $4.34B of Carlisle Companies stock for Q1 2014, down 0.27% quarter-over-quarter.
- 28 funds opened new Carlisle Companies positions in Q1 2014 and 22 closed out, a net change of +6 holders.
- The largest Carlisle Companies buyer in Q1 2014 was Bank of America, an estimated $98.7M added.
- The largest Carlisle Companies seller in Q1 2014 was Fiduciary Management Inc, an estimated $50.9M sold.
Based on aggregated 13F filings for Q1 2014.