Carlisle Companies
355 hedge funds and large institutions have $5.97B invested in Carlisle Companies in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 134 reducing their positions, and 43 closing their positions.
16% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 43
2% more funds holding
Funds holding: 348 → 355 (+7)
0.29% more ownership
Funds ownership: 90.07% → 90.36% (+0.29%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4% less capital inflows, than outflows
Capital inflows: $535M | Capital outflows: $555M
28% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 134
85% less call options, than puts
Call options by funds: $5.96M | Put options by funds: $39.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$116M |
| 2 |
Select Equity Group
New York
|
+$81M |
| 3 |
Marshall Wace North America
New York
|
+$59.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$33M |
| 5 |
Harris Associates
Chicago,
Illinois
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$59.8M |
| 2 |
BCM
Basswood Capital Management
New York
|
-$35.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$33.7M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$32.3M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$31.5M |
CSL Hedge Fund Activity: Q2 2018 in Review
355 of the 4,386 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q2 2018, worth a combined $5.97B — up 3.4% from $5.77B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new CSL positions and 43 closed out — a net gain of 7 holders — while 96 added to existing stakes and 134 trimmed.
The largest buyer was Wells Fargo, adding an estimated $116M. The largest seller was Millennium Management, cutting an estimated $59.8M.
- 355 institutional investors held Carlisle Companies (CSL) as of Q2 2018, up from 348 in Q1 2018.
- Funds reported $5.97B of Carlisle Companies stock for Q2 2018, up 3.4% quarter-over-quarter.
- 50 funds opened new Carlisle Companies positions in Q2 2018 and 43 closed out, a net change of +7 holders.
- The largest Carlisle Companies buyer in Q2 2018 was Wells Fargo, an estimated $116M added.
- The largest Carlisle Companies seller in Q2 2018 was Millennium Management, an estimated $59.8M sold.
Based on aggregated 13F filings for Q2 2018.