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Carlisle Companies

303 hedge funds and large institutions have $5.06B invested in Carlisle Companies in 2015 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 101 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $3.43M | Put options by funds: $1.7M

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

7% more funds holding

Funds holding: 284303 (+19)

0.51% more ownership

Funds ownership: 88.7%89.21% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 105

12% less capital invested

Capital invested by funds: $5.76B → $5.06B (-$695M)

Holders
303
Holders Change
+19
Holders Change %
+6.69%
% of All Funds
8.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
44
Increased
101
Reduced
105
Closed
24
Calls
$3.43M
Puts
$1.7M
Net Calls
+$1.73M
Net Calls Change
+$1.89M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$628M -$38.5M -385,086 -5%
Capital Research Global Investors
2
Capital Research Global Investors
California
$414M
Vanguard Group
3
Vanguard Group
Pennsylvania
$407M -$1.2M -11,976 -0.3%
Wells Fargo
4
Wells Fargo
California
$266M +$41.2M +411,792 +16%
State Street
5
State Street
Massachusetts
$193M -$12.2M -121,602 -5%
ACM
6
Atlanta Capital Management
Georgia
$189M +$1.62M +16,190 +0.8%
BFA
7
BlackRock Fund Advisors
California
$181M +$1.43M +14,326 +0.7%
BIT
8
BlackRock Institutional Trust
California
$162M -$1.75M -17,483 -0.9%
AllianceBernstein
9
AllianceBernstein
Tennessee
$139M +$355K +3,551 +0.2%
Ameriprise
10
Ameriprise
Minnesota
$129M +$4M +40,041 +3%
Franklin Resources
11
Franklin Resources
California
$123M -$15.7M -157,020 -10%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$121M -$14.7M -147,175 -10%
Boston Partners
13
Boston Partners
Massachusetts
$115M -$738K -7,386 -0.6%
Victory Capital Management
14
Victory Capital Management
Texas
$108M -$2.08M -20,812 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$101M -$7.35M -73,538 -6%
IC
16
Inverness Counsel
New York
$91.4M -$3.23M -32,297 -3%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$90.5M +$104M +1,035,618 New
Invesco
18
Invesco
Georgia
$63.5M -$1.07M -10,745 -1%
Goldman Sachs
19
Goldman Sachs
New York
$53.4M -$15.1M -151,027 -20%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$51M -$730K -7,300 -1%
Northern Trust
21
Northern Trust
Illinois
$50.4M +$6.96M +69,596 +14%
KI
22
Kalmar Investments
Delaware
$49.5M -$636K -6,365 -1%
Alyeska Investment Group
23
Alyeska Investment Group
Illinois
$47.3M +$25.8M +258,300 +91%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$46.9M +$14.2M +141,700 +36%
Norges Bank
25
Norges Bank
Norway
$45.8M +$1.94M +19,412 +4%

CSL Hedge Fund Activity: Q3 2015 in Review

303 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q3 2015, worth a combined $5.06B — down 12% from $5.76B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CSL positions and 24 closed out — a net gain of 20 holders — while 101 added to existing stakes and 105 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $51.8M. The largest seller was JP Morgan Chase, cutting an estimated $38.5M.

  • 303 institutional investors held Carlisle Companies (CSL) as of Q3 2015, up from 284 in Q2 2015.
  • Funds reported $5.06B of Carlisle Companies stock for Q3 2015, down 12% quarter-over-quarter.
  • 44 funds opened new Carlisle Companies positions in Q3 2015 and 24 closed out, a net change of +20 holders.
  • The largest Carlisle Companies buyer in Q3 2015 was Jennison Associates, an estimated $51.8M added.
  • The largest Carlisle Companies seller in Q3 2015 was JP Morgan Chase, an estimated $38.5M sold.

Based on aggregated 13F filings for Q3 2015.