Carlyle Group
514 hedge funds and large institutions have $8.43B invested in Carlyle Group in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 184 increasing their positions, 185 reducing their positions, and 55 closing their positions.
148% more call options, than puts
Call options by funds: $102M | Put options by funds: $41.1M
2% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 55
0.54% more ownership
Funds ownership: 57.84% → 58.38% (+0.54%)
1% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 185
1% less funds holding
Funds holding: 521 → 514 (-7)
14% less capital invested
Capital invested by funds: $9.82B → $8.43B (-$1.38B)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$120M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$73.7M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$39.8M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$30.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$24.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$97.3M |
| 2 |
BlackRock
New York
|
-$28.6M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$27.1M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$26.4M |
| 5 |
WI
Wafra Inc
New York
|
-$20.3M |
CG Hedge Fund Activity: Q2 2024 in Review
514 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q2 2024, worth a combined $8.43B — down 14% from $9.82B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new CG positions and 55 closed out — a net gain of 1 holder — while 184 added to existing stakes and 185 trimmed.
The largest buyer was Boston Partners, adding an estimated $120M. The largest seller was Norges Bank, cutting an estimated $97.3M.
- 514 institutional investors held Carlyle Group (CG) as of Q2 2024, down from 521 in Q1 2024.
- Funds reported $8.43B of Carlyle Group stock for Q2 2024, down 14% quarter-over-quarter.
- 56 funds opened new Carlyle Group positions in Q2 2024 and 55 closed out, a net change of +1 holder.
- The largest Carlyle Group buyer in Q2 2024 was Boston Partners, an estimated $120M added.
- The largest Carlyle Group seller in Q2 2024 was Norges Bank, an estimated $97.3M sold.
Based on aggregated 13F filings for Q2 2024.