Carlisle Companies
486 hedge funds and large institutions have $11.6B invested in Carlisle Companies in 2021 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 120 increasing their positions, 161 reducing their positions, and 28 closing their positions.
403% more call options, than puts
Call options by funds: $6.97M | Put options by funds: $1.39M
271% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 28
83% more funds holding in top 10
Funds holding in top 10: 6 → 11 (+5)
26% more capital invested
Capital invested by funds: $9.2B → $11.6B (+$2.39B)
18% more funds holding
Funds holding: 413 → 486 (+73)
0.67% more ownership
Funds ownership: 88.88% → 89.55% (+0.67%)
25% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 161
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
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 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$48.2M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$42.3M |
CSL Hedge Fund Activity: Q4 2021 in Review
486 of the 6,498 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 $9.2B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new CSL positions and 28 closed out — a net gain of 76 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.
- 486 institutional investors held Carlisle Companies (CSL) as of Q4 2021, up from 413 in Q3 2021.
- Funds reported $11.6B of Carlisle Companies stock for Q4 2021, up 26% quarter-over-quarter.
- 104 funds opened new Carlisle Companies positions in Q4 2021 and 28 closed out, a net change of +76 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.