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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
MC
376
Moors & Cabot
Massachusetts
$299K -$60.5K -1,400 -18%
TP
377
Tranquility Partners
Tennessee
$296K +$273K +6,305 New
CC
378
Centiva Capital
New York
$294K +$271K +6,266 New
BL
379
BFSG LLC
California
$293K -$3.89K -90 -1%
JFG
380
Jefferies Financial Group
New York
$286K -$2.07M -47,886 -89%
SOAMC
381
Spirit of America Management Corp
New York
$284K – – –
MGIA
382
Moneta Group Investment Advisors
Missouri
$282K -$66.3K -1,534 -20%
HIA
383
Harbor Investment Advisory
Maryland
$281K – – –
PNAA
384
Pictet North America Advisors
Switzerland
$279K – – –
BMSSC
385
B. Metzler seel. Sohn & Co
Germany
$278K -$1.57M -36,400 -86%
DC
386
Davenport & Co
Virginia
$273K +$251K +5,813 New
DAS
387
Dynamic Advisor Solutions
Arizona
$270K +$14.7K +339 +6%
Wellington Management Group
388
Wellington Management Group
Massachusetts
$270K +$23.2K +536 +10%
IIM
389
INTECH Investment Management
Florida
$269K +$248K +5,732 New
LSA
390
Leonteq Securities AG
Switzerland
$267K +$13.6K +314 +6%
AT
391
American Trust
Kentucky
$267K +$246K +5,682 New
M&T Bank
392
M&T Bank
New York
$262K -$8.56K -198 -3%
OCBCO
393
Oversea-Chinese Banking Corp (OCBC)
Singapore
$261K +$240K +5,554 New
Teacher Retirement System of Texas
394
Teacher Retirement System of Texas
Texas
$258K -$194K -4,485 -45%
WIA
395
Westbourne Investment Advisors
Maryland
$258K – – –
DAS
396
Diversify Advisory Services
Utah
$256K +$239K +5,523 New
ACM
397
Aquatic Capital Management
Illinois
$244K +$225K +5,200 New
KCM
398
Kendall Capital Management
Maryland
$243K -$348K -8,057 -61%
RCG
399
Regatta Capital Group
California
$241K – – –
KCM
400
KRS Capital Management
Michigan
$240K -$71.8K -1,660 -24%
14 15
16
17 18

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.