Carlyle Group
247 hedge funds and large institutions have $3.18B invested in Carlyle Group in 2020 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 36 closing their positions.
457% more call options, than puts
Call options by funds: $164M | Put options by funds: $29.5M
150% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 36
79% more capital invested
Capital invested by funds: $1.78B → $3.18B (+$1.4B)
26% more funds holding
Funds holding: 196 → 247 (+51)
9.1% more ownership
Funds ownership: 23.63% → 32.74% (+9.1%)
3% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 63
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$372M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$189M |
| 3 |
BlackRock
New York
|
+$180M |
| 4 |
State Street
Boston,
Massachusetts
|
+$59.8M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alkeon Capital Management
New York
|
-$42.4M |
| 2 |
Millennium Management
New York
|
-$42.1M |
| 3 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$27.7M |
| 4 |
N
Natixis
Paris,
France
|
-$22.3M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$19.9M |
CG Hedge Fund Activity: Q2 2020 in Review
247 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q2 2020, worth a combined $3.18B — up 79% from $1.78B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new CG positions and 36 closed out — a net gain of 54 holders — while 61 added to existing stakes and 63 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $372M. The largest seller was Alkeon Capital Management, cutting an estimated $42.4M.
- 247 institutional investors held Carlyle Group (CG) as of Q2 2020, up from 196 in Q1 2020.
- Funds reported $3.18B of Carlyle Group stock for Q2 2020, up 79% quarter-over-quarter.
- 90 funds opened new Carlyle Group positions in Q2 2020 and 36 closed out, a net change of +54 holders.
- The largest Carlyle Group buyer in Q2 2020 was Vanguard Group, an estimated $372M added.
- The largest Carlyle Group seller in Q2 2020 was Alkeon Capital Management, an estimated $42.4M sold.
Based on aggregated 13F filings for Q2 2020.