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Carlyle Group
CG

521 hedge funds and large institutions have $9.82B invested in Carlyle Group in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 184 increasing their positions, 159 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $137M | Put options by funds: $54.2M

143% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 37

16% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 159

10% more funds holding

Funds holding: 472 → 521 (+49)

7% more capital invested

Capital invested by funds: $9.15B → $9.82B (+$666M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

4.5% less ownership

Funds ownership: 62.34% → 57.84% (-4.5%)

Holders
521
Holders Change
+49
Holders Change %
+10.38%
% of All Funds
7.51%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
90
Increased
184
Reduced
159
Closed
37
Calls
$137M
Puts
$54.2M
Net Calls
+$83.2M
Net Calls Change
+$2.81M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$131M
2
Boston Partners
Boston Partners
Massachusetts
+$101M
3
EAM
Eagle Asset Management
Florida
+$76.8M
4
FCM
Frontier Capital Management
Massachusetts
+$51.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$35.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$454M
2
BlackRock
BlackRock
New York
-$337M
3
Goldman Sachs
Goldman Sachs
New York
-$77.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$66.7M
5
AI
Ariel Investments
Illinois
-$65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Handelsbanken Fonder
226
Handelsbanken Fonder
Sweden
$1.44M – – –
Cambridge Investment Research Advisors
227
Cambridge Investment Research Advisors
Iowa
$1.4M -$150K -3,481 -10%
Public Sector Pension Investment Board (PSP Investments)
228
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.36M +$8.64K +200 +0.7%
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$1.35M -$18.5K -428 -1%
BPC
230
Banque Pictet & Cie
Switzerland
$1.35M – – –
VOYA Investment Management
231
VOYA Investment Management
Georgia
$1.33M -$96.7K -2,238 -7%
SC
232
Sierra Capital
Florida
$1.31M -$1.93M -44,757 -62%
DADC
233
D.A. Davidson & Co
Montana
$1.31M -$38.9K -900 -3%
IMRF
234
Illinois Municipal Retirement Fund
Illinois
$1.3M -$343K -7,928 -22%
JWM
235
Jeppson Wealth Management
California
$1.3M -$30.1K -697 -2%
EF
236
Empowered Funds
Pennsylvania
$1.27M +$130K +3,015 +13%
WW
237
Waterfront Wealth
Kansas
$1.26M -$10.8K -250 -0.9%
BNP Paribas Asset Management
238
BNP Paribas Asset Management
France
$1.26M -$47.5K -1,098 -4%
QCM
239
Qsemble Capital Management
New York
$1.23M +$660K +15,273 +141%
BCM
240
Bayesian Capital Management
New York
$1.21M +$1.12M +25,876 New
BCIM
241
British Columbia Investment Management
British Columbia, Canada
$1.21M +$41.9K +969 +4%
PAM
242
Paradigm Asset Management
New York
$1.21M – – –
O
243
Ossiam
France
$1.2M +$787K +18,212 +249%
EI
244
Ethic Inc
New York
$1.19M +$729K +16,875 +200%
XT
245
XTX Topco
Cayman Islands
$1.18M +$1.09M +25,208 New
HRC
246
Hoertkorn Richard Charles
$1.18M – – –
NAM
247
Nissay Asset Management
Japan
$1.17M +$18.7K +432 +2%
FCM
248
FJ Capital Management
Virginia
$1.17M +$1.07M +24,849 New
Citadel Advisors
249
Citadel Advisors
Florida
$1.15M +$53.9K +1,246 +5%
NYLIM
250
New York Life Investment Management
New York
$1.13M +$99.1K +2,293 +10%
8 9
10
11 12

CG Hedge Fund Activity: Q1 2024 in Review

521 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q1 2024, worth a combined $9.82B — up 7.3% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CG positions and 37 closed out — a net gain of 53 holders — while 184 added to existing stakes and 159 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $131M. The largest seller was Morgan Stanley, cutting an estimated $454M.

  • 521 institutional investors held Carlyle Group (CG) as of Q1 2024, up from 472 in Q4 2023.
  • Funds reported $9.82B of Carlyle Group stock for Q1 2024, up 7.3% quarter-over-quarter.
  • 90 funds opened new Carlyle Group positions in Q1 2024 and 37 closed out, a net change of +53 holders.
  • The largest Carlyle Group buyer in Q1 2024 was Capital International Investors, an estimated $131M added.
  • The largest Carlyle Group seller in Q1 2024 was Morgan Stanley, an estimated $454M sold.

Based on aggregated 13F filings for Q1 2024.