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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
SWM
401
Spire Wealth Management
Virginia
$240K +$735 +17 +0.3%
HCM
402
Highlander Capital Management
New Jersey
$235K -$32.4K -750 -13%
MWM
403
Mission Wealth Management
California
$235K – – –
CSPIA
404
Cary Street Partners Investment Advisory
Virginia
$235K +$216K +5,000 New
SP
405
Symmetry Partners
Connecticut
$233K – – –
YIA
406
YHB Investment Advisors
Connecticut
$233K – – –
CI Investments Inc
407
CI Investments Inc
Ontario, Canada
$232K +$41.3K +955 +24%
CB
408
Commerce Bank
Missouri
$232K +$214K +4,944 New
Focus Partners Wealth
409
Focus Partners Wealth
Massachusetts
$228K -$83.3K -1,927 -28%
UB
410
UMB Bank
Missouri
$228K +$1.38K +32 +0.7%
OSAM
411
O'Shaughnessy Asset Management
Connecticut
$228K +$210K +4,858 New
GC
412
Guggenheim Capital
Illinois
$226K +$208K +4,808 New
SYBT
413
Stock Yards Bank & Trust
Kentucky
$225K +$207K +4,800 New
A
414
AlphaQuest
New York
$222K +$205K +4,734 New
IPAM
415
Investment Partners Asset Management
New Jersey
$220K +$203K +4,696 New
DWP
416
Daymark Wealth Partners
Ohio
$220K +$203K +4,687 New
JIP
417
Jaffetilchin Investment Partners
Florida
$219K +$202K +4,672 New
MCP
418
Mirador Capital Partners
California
$219K +$202K +4,666 New
EFG
419
Everhart Financial Group
Ohio
$216K +$199K +4,607 New
VI
420
Vestcor Inc
New Brunswick, Canada
$214K -$1.38K -32 -0.7%
CGH
421
Crossmark Global Holdings
Texas
$214K +$197K +4,561 New
Envestnet Portfolio Solutions
422
Envestnet Portfolio Solutions
Illinois
$212K +$195K +4,514 New
HA
423
Herold Advisors
New York
$211K +$195K +4,500 New
TI
424
Tidal Investments
Wisconsin
$202K +$186K +4,307 New
ACA
425
Atlas Capital Advisors
Wyoming
$194K +$178K +4,125 New
15 16
17
18 19

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.