Carlisle Companies
348 hedge funds and large institutions have $5.77B invested in Carlisle Companies in 2018 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 126 reducing their positions, and 51 closing their positions.
25% more capital inflows, than outflows
Capital inflows: $619M | Capital outflows: $497M
2.2% more ownership
Funds ownership: 87.87% → 90.07% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4% less funds holding
Funds holding: 362 → 348 (-14)
11% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 126
18% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 51
46% less call options, than puts
Call options by funds: $3.13M | Put options by funds: $5.85M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$145M |
| 2 |
Pzena Investment Management
New York
|
+$80M |
| 3 |
Harris Associates
Chicago,
Illinois
|
+$36.7M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$25.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$55.8M |
| 2 |
JP Morgan Chase
New York
|
-$38.8M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$34.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$34M |
| 5 |
ABC
Anchor Bolt Capital
Chicago,
Illinois
|
-$32.8M |
CSL Hedge Fund Activity: Q1 2018 in Review
348 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q1 2018, worth a combined $5.77B — down 6.8% from $6.19B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of CSL and 42 opened new positions — a net loss of 9 holders — while 126 trimmed existing stakes and 112 added.
The largest buyer was Janus Henderson Group, adding an estimated $145M. The largest seller was Schroder Investment Management Group, cutting an estimated $55.8M.
- 348 institutional investors held Carlisle Companies (CSL) as of Q1 2018, down from 362 in Q4 2017.
- Funds reported $5.77B of Carlisle Companies stock for Q1 2018, down 6.8% quarter-over-quarter.
- 42 funds opened new Carlisle Companies positions in Q1 2018 and 51 closed out, a net change of -9 holders.
- The largest Carlisle Companies buyer in Q1 2018 was Janus Henderson Group, an estimated $145M added.
- The largest Carlisle Companies seller in Q1 2018 was Schroder Investment Management Group, an estimated $55.8M sold.
Based on aggregated 13F filings for Q1 2018.