Carlisle Companies
578 hedge funds and large institutions have $10.5B invested in Carlisle Companies in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 193 increasing their positions, 223 reducing their positions, and 76 closing their positions.
369% more call options, than puts
Call options by funds: $19.9M | Put options by funds: $4.24M
7% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 76
1% less funds holding
Funds holding: 583 → 578 (-5)
3.46% less ownership
Funds ownership: 89.32% → 85.85% (-3.5%)
13% less repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 223
19% less capital invested
Capital invested by funds: $13B → $10.5B (-$2.49B)
63% less funds holding in top 10
Funds holding in top 10: 16 → 6 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$432M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$91.4M |
| 3 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$83.5M |
| 4 |
BlackRock
New York
|
+$80.9M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$64.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$129M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$112M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$85M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$83.3M |
| 5 |
Millennium Management
New York
|
-$70M |
CSL Hedge Fund Activity: Q4 2022 in Review
578 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q4 2022, worth a combined $10.5B — down 19% from $13B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new CSL positions and 76 closed out — a net gain of 5 holders — while 193 added to existing stakes and 223 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $432M. The largest seller was Fidelity Investments, cutting an estimated $129M.
- 578 institutional investors held Carlisle Companies (CSL) as of Q4 2022, down from 583 in Q3 2022.
- Funds reported $10.5B of Carlisle Companies stock for Q4 2022, down 19% quarter-over-quarter.
- 81 funds opened new Carlisle Companies positions in Q4 2022 and 76 closed out, a net change of +5 holders.
- The largest Carlisle Companies buyer in Q4 2022 was Morgan Stanley, an estimated $432M added.
- The largest Carlisle Companies seller in Q4 2022 was Fidelity Investments, an estimated $129M sold.
Based on aggregated 13F filings for Q4 2022.