Carlisle Companies
485 hedge funds and large institutions have $11.6B invested in Carlisle Companies in 2021 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 120 increasing their positions, 161 reducing their positions, and 29 closing their positions.
403% more call options, than puts
Call options by funds: $6.97M | Put options by funds: $1.38M
255% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 29
83% more funds holding in top 10
Funds holding in top 10: 6 → 11 (+5)
17% more funds holding
Funds holding: 414 → 485 (+71)
9% more capital inflows, than outflows
Capital inflows: $1.51B | Capital outflows: $1.39B
0.64% more ownership
Funds ownership: 88.88% → 89.52% (+0.64%)
25% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 161
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Generation Investment Management
London,
United Kingdom
|
+$374M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$72.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$72.3M |
| 4 |
SC
Shellback Capital
Boston,
Massachusetts
|
+$37M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$32.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$631M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$137M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$114M |
| 4 |
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$48.2M |
| 5 |
Vulcan Value Partners
Birmingham,
Alabama
|
-$42.3M |
CSL Hedge Fund Activity: Q4 2021 in Review
485 of the 6,521 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q4 2021, worth a combined $11.6B — up 26% from $9.22B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new CSL positions and 29 closed out — a net gain of 74 holders — while 120 added to existing stakes and 161 trimmed.
The largest buyer was Generation Investment Management, opening a new position worth an estimated $374M. The largest seller was Wells Fargo, cutting an estimated $631M.
- 485 institutional investors held Carlisle Companies (CSL) as of Q4 2021, up from 414 in Q3 2021.
- Funds reported $11.6B of Carlisle Companies stock for Q4 2021, up 26% quarter-over-quarter.
- 103 funds opened new Carlisle Companies positions in Q4 2021 and 29 closed out, a net change of +74 holders.
- The largest Carlisle Companies buyer in Q4 2021 was Generation Investment Management, an estimated $374M added.
- The largest Carlisle Companies seller in Q4 2021 was Wells Fargo, an estimated $631M sold.
Based on aggregated 13F filings for Q4 2021.