Carlyle Group
318 hedge funds and large institutions have $4.8B invested in Carlyle Group in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 92 increasing their positions, 113 reducing their positions, and 30 closing their positions.
570% more call options, than puts
Call options by funds: $71.8M | Put options by funds: $10.7M
90% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 30
22% more capital invested
Capital invested by funds: $3.94B → $4.8B (+$867M)
9% more funds holding
Funds holding: 292 → 318 (+26)
1.49% more ownership
Funds ownership: 35.4% → 36.89% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
19% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$291M |
| 2 |
SC
Samlyn Capital
New York
|
+$62.4M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$38.7M |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
+$35.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$31.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$202M |
| 2 |
Morgan Stanley
New York
|
-$44.2M |
| 3 |
Millennium Management
New York
|
-$42.2M |
| 4 |
Neuberger Berman Group
New York
|
-$40.5M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$33M |
CG Hedge Fund Activity: Q1 2021 in Review
318 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q1 2021, worth a combined $4.8B — up 22% from $3.94B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new CG positions and 30 closed out — a net gain of 27 holders — while 92 added to existing stakes and 113 trimmed.
The largest buyer was Capital World Investors, adding an estimated $291M. The largest seller was Vulcan Value Partners, cutting an estimated $202M.
- 318 institutional investors held Carlyle Group (CG) as of Q1 2021, up from 292 in Q4 2020.
- Funds reported $4.8B of Carlyle Group stock for Q1 2021, up 22% quarter-over-quarter.
- 57 funds opened new Carlyle Group positions in Q1 2021 and 30 closed out, a net change of +27 holders.
- The largest Carlyle Group buyer in Q1 2021 was Capital World Investors, an estimated $291M added.
- The largest Carlyle Group seller in Q1 2021 was Vulcan Value Partners, an estimated $202M sold.
Based on aggregated 13F filings for Q1 2021.