Carlyle Group
472 hedge funds and large institutions have $9.15B invested in Carlyle Group in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 157 increasing their positions, 159 reducing their positions, and 33 closing their positions.
197% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 33
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
118% more call options, than puts
Call options by funds: $148M | Put options by funds: $67.9M
47% more capital invested
Capital invested by funds: $6.23B → $9.15B (+$2.93B)
14% more funds holding
Funds holding: 414 → 472 (+58)
5% more ownership
Funds ownership: 57.34% → 62.34% (+5%)
1% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 159
Top Buyers
| 1 |
BlackRock
New York
|
+$312M |
| 2 |
Morgan Stanley
New York
|
+$189M |
| 3 |
State Street
Boston,
Massachusetts
|
+$86.8M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$73.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$57.8M |
Top Sellers
| 1 |
Alkeon Capital Management
New York
|
-$116M |
| 2 |
SBLIC
Security Benefit Life Insurance Company
Topeka,
Kansas
|
-$78.9M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$54.6M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$45.4M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$31.2M |
CG Hedge Fund Activity: Q4 2023 in Review
472 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q4 2023, worth a combined $9.15B — up 47% from $6.23B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new CG positions and 33 closed out — a net gain of 65 holders — while 157 added to existing stakes and 159 trimmed.
The largest buyer was BlackRock, adding an estimated $312M. The largest seller was Alkeon Capital Management, cutting an estimated $116M.
- 472 institutional investors held Carlyle Group (CG) as of Q4 2023, up from 414 in Q3 2023.
- Funds reported $9.15B of Carlyle Group stock for Q4 2023, up 47% quarter-over-quarter.
- 98 funds opened new Carlyle Group positions in Q4 2023 and 33 closed out, a net change of +65 holders.
- The largest Carlyle Group buyer in Q4 2023 was BlackRock, an estimated $312M added.
- The largest Carlyle Group seller in Q4 2023 was Alkeon Capital Management, an estimated $116M sold.
Based on aggregated 13F filings for Q4 2023.