We are live on ! Find out more
CSL icon

Carlisle Companies

744 hedge funds and large institutions have $18.2B invested in Carlisle Companies in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 278 increasing their positions, 250 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 71

11% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 250

10% more capital invested

Capital invested by funds: $16.7B → $18.2B (+$1.59B)

2% more funds holding

Funds holding: 727744 (+17)

1.21% more ownership

Funds ownership: 86.4%87.61% (+1.2%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

29% less call options, than puts

Call options by funds: $17.8M | Put options by funds: $24.9M

Holders
744
Holders Change
+17
Holders Change %
+2.34%
% of All Funds
10.68%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
91
Increased
278
Reduced
250
Closed
71
Calls
$17.8M
Puts
$24.9M
Net Calls
-$7.14M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.14B -$44.7M -108,116 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.14B -$62.2M -150,393 -3%
Morgan Stanley
3
Morgan Stanley
New York
$1.14B +$84.4M +204,099 +9%
State Street
4
State Street
Massachusetts
$988M -$3.43M -8,282 -0.4%
Invesco
5
Invesco
Georgia
$599M +$104M +251,717 +23%
Franklin Resources
6
Franklin Resources
California
$566M +$6.74M +16,303 +1%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$495M -$66.2M -160,031 -13%
JP Morgan Chase
8
JP Morgan Chase
New York
$495M -$20.2M -48,889 -4%
FMI
9
Fiduciary Management Inc
Wisconsin
$477M -$9.17M -22,166 -2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$430M +$90.2M +218,002 +30%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$392M +$42.4M +102,436 +13%
Norges Bank
12
Norges Bank
Norway
$243M -$10.9M -26,328 -5%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$209M -$56.5M -136,511 -23%
Bessemer Group
14
Bessemer Group
New Jersey
$208M +$5.76M +13,925 +3%
Corient Private Wealth
15
Corient Private Wealth
Florida
$199M -$2.15M -5,195 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$184M -$19.1M -46,094 -10%
Northern Trust
17
Northern Trust
Illinois
$182M -$10.1M -24,532 -6%
Ameriprise
18
Ameriprise
Minnesota
$175M +$28.6M +69,117 +22%
MAM
19
Madison Asset Management
Wisconsin
$167M +$11.6M +27,940 +8%
RS
20
Robeco Schweiz
Switzerland
$167M -$2.48M -6,000 -2%
Truist Financial
21
Truist Financial
North Carolina
$157M +$6.18M +14,949 +4%
UBS AM
22
UBS AM
Illinois
$152M +$17.3M +41,766 +14%
Charles Schwab
23
Charles Schwab
California
$146M -$3.65M -8,830 -3%
Mirae Asset Global ETFs Holdings
24
Mirae Asset Global ETFs Holdings
Hong Kong
$143M +$1.43M +3,463 +1%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$136M +$9.92M +23,982 +9%

CSL Hedge Fund Activity: Q3 2024 in Review

744 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Carlisle Companies (CSL) for Q3 2024, worth a combined $18.2B — up 9.5% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new CSL positions and 71 closed out — a net gain of 20 holders — while 278 added to existing stakes and 250 trimmed.

The largest buyer was Invesco, adding an estimated $104M. The largest seller was Generation Investment Management, exiting entirely with an estimated $291M sold.

  • 744 institutional investors held Carlisle Companies (CSL) as of Q3 2024, up from 727 in Q2 2024.
  • Funds reported $18.2B of Carlisle Companies stock for Q3 2024, up 9.5% quarter-over-quarter.
  • 91 funds opened new Carlisle Companies positions in Q3 2024 and 71 closed out, a net change of +20 holders.
  • The largest Carlisle Companies buyer in Q3 2024 was Invesco, an estimated $104M added.
  • The largest Carlisle Companies seller in Q3 2024 was Generation Investment Management, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2024.