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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
PI
426
PGGM Investments
Netherlands
$170K +$157K +3,628 New
EWA
427
EverSource Wealth Advisors
Alabama
$166K +$36.3K +839 +29%
Carson Wealth (CWM LLC)
428
Carson Wealth (CWM LLC)
Nebraska
$156K +$26.1K +605 +22%
UM
429
UniSuper Management
Australia
$145K +$73.5K +1,700 +121%
FDCDDQ
430
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132K +$14.5K +335 +13%
RAM
431
Ramirez Asset Management
New York
$131K – – –
AGWCA
432
Annis Gardner Whiting Capital Advisors
Florida
$123K +$113K +2,613 New
BC
433
Barrett & Company
Rhode Island
$122K +$112K +2,600 New
SAS
434
Stelac Advisory Services
New York
$119K +$110K +2,543 New
SSB
435
Sandy Spring Bank
Maryland
$118K -$6.4K -148 -6%
WPWM
436
Western Pacific Wealth Management
Illinois
$115K +$13.5K +313 +15%
Fifth Third Bancorp
437
Fifth Third Bancorp
Ohio
$115K +$10.8K +251 +11%
LFG
438
Larson Financial Group
Missouri
$101K – – –
TVWM
439
Tower View Wealth Management
Wisconsin
$101K +$692 +16 +0.7%
CWP
440
Concord Wealth Partners
Virginia
$93.8K – – –
EC
441
EntryPoint Capital
New York
$90.4K +$52.1K +1,206 +167%
RIM
442
Rakuten Investment Management
Japan
$87.9K +$74.3K +1,718 +1,108%
WSC
443
Wellington Shields & Co
New York
$80.9K -$34.7K -803 -32%
OAM
444
Ostrum Asset Management
France
$78.4K – – –
BWL
445
Bogart Wealth LLC
Virginia
$72.4K – – –
GIM
446
Gold Investment Management
Alberta, Canada
$64.8K – – –
BFPW
447
BOK Financial Private Wealth
Colorado
$61K – – –
CWM
448
Compass Wealth Management
Connecticut
$57K +$52.5K +1,215 New
RIL
449
Rothschild Investment LLC
Illinois
$56.3K – – –
1832 Asset Management
450
1832 Asset Management
Ontario, Canada
$55.1K +$50.8K +1,175 New
16 17
18
19 20

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.