Carlyle Group
397 hedge funds and large institutions have $6.59B invested in Carlyle Group in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 149 increasing their positions, 139 reducing their positions, and 66 closing their positions.
249% more call options, than puts
Call options by funds: $121M | Put options by funds: $34.7M
6% more capital invested
Capital invested by funds: $6.19B → $6.59B (+$401M)
2.31% more ownership
Funds ownership: 54.72% → 57.03% (+2.3%)
7% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 139
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
8% less funds holding
Funds holding: 430 → 397 (-33)
45% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 66
Top Buyers
| 1 |
Capital World Investors
Los Angeles,
California
|
+$175M |
| 2 |
BlackRock
New York
|
+$97.6M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$78.6M |
| 4 |
AI
Ariel Investments
Chicago,
Illinois
|
+$70.5M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$29.4M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AP
451
Arlington Partners
Birmingham,
Alabama
| – | -$88.6K | -2,852 | Closed |
|
|
TWA
452
TCI Wealth Advisors
Tucson,
Arizona
| – | -$86.9K | -2,799 | Closed |
|
|
BAM
453
Belpointe Asset Management
Reno,
Nevada
| – | -$78.1K | -2,514 | Closed |
|
|
ASN
454
Advisory Services Network
Atlanta,
Georgia
| – | -$42.6K | -1,373 | Closed |
|
|
PMFA
455
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$9.32K | -300 | Closed |
|
|
EI
456
Ellevest Inc
New York
| – | -$6.4K | -206 | Closed |
|
|
SFG
457
Steward Financial Group
Colleyville,
Texas
| – | -$1K | -49 | Closed |
|
|
SC
458
Schubert & Co
Mckinney,
Texas
| – | -$1.06K | -34 | Closed |
|
|
HI
459
Harbour Investments
Madison,
Wisconsin
| – | -$745 | -24 | Closed |
|
|
2L
460
25 LLC
St. Louis,
Missouri
| – | -$445 | -17 | Closed |
|
|
WWM
461
Wolff Wiese Magana
Carslbad,
California
| – | -$156 | -5 | Closed |
|
|
BTI
462
Blue Trust Inc
Alpharetta,
Georgia
| – | +$204 | +7 | New |
|
463
Comerica Bank
Dallas,
Texas
| – | +$11.8M | +405,126 | New |
|
CG Hedge Fund Activity: Q2 2023 in Review
397 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q2 2023, worth a combined $6.59B — up 6.5% from $6.19B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of CG and 36 opened new positions — a net loss of 30 holders — while 139 trimmed existing stakes and 149 added.
The largest buyer was Capital World Investors, adding an estimated $175M. The largest seller was Samlyn Capital, exiting entirely with an estimated $62.2M sold.
- 397 institutional investors held Carlyle Group (CG) as of Q2 2023, down from 430 in Q1 2023.
- Funds reported $6.59B of Carlyle Group stock for Q2 2023, up 6.5% quarter-over-quarter.
- 36 funds opened new Carlyle Group positions in Q2 2023 and 66 closed out, a net change of -30 holders.
- The largest Carlyle Group buyer in Q2 2023 was Capital World Investors, an estimated $175M added.
- The largest Carlyle Group seller in Q2 2023 was Samlyn Capital, an estimated $62.2M sold.
Based on aggregated 13F filings for Q2 2023.