Carlyle Group
262 hedge funds and large institutions have $2.89B invested in Carlyle Group in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 88 increasing their positions, 86 reducing their positions, and 32 closing their positions.
340% more call options, than puts
Call options by funds: $109M | Put options by funds: $24.7M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
47% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 32
6% more funds holding
Funds holding: 247 → 262 (+15)
2% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 86
0.87% more ownership
Funds ownership: 32.74% → 33.61% (+0.87%)
9% less capital invested
Capital invested by funds: $3.18B → $2.89B (-$290M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$46.3M |
| 2 |
Alkeon Capital Management
New York
|
+$45.4M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$25.9M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$25.5M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$35.2M |
| 2 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$21.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$19.2M |
| 4 |
BlackRock
New York
|
-$13M |
| 5 |
BAMCO Inc
New York
|
-$10.5M |
CG Hedge Fund Activity: Q3 2020 in Review
262 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q3 2020, worth a combined $2.89B — down 9.1% from $3.18B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new CG positions and 32 closed out — a net gain of 15 holders — while 88 added to existing stakes and 86 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $46.3M. The largest seller was Bank of America, cutting an estimated $35.2M.
- 262 institutional investors held Carlyle Group (CG) as of Q3 2020, up from 247 in Q2 2020.
- Funds reported $2.89B of Carlyle Group stock for Q3 2020, down 9.1% quarter-over-quarter.
- 47 funds opened new Carlyle Group positions in Q3 2020 and 32 closed out, a net change of +15 holders.
- The largest Carlyle Group buyer in Q3 2020 was Morgan Stanley, an estimated $46.3M added.
- The largest Carlyle Group seller in Q3 2020 was Bank of America, an estimated $35.2M sold.
Based on aggregated 13F filings for Q3 2020.