We are live on ! Find out more
CG icon

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
GI
451
GAMMA Investing
California
$54.2K +$9.29K +215 +23%
CIBC Private Wealth Group
452
CIBC Private Wealth Group
Georgia
$53.4K +$49.7K +1,150 New
QL
453
Quarry LP
New York
$52.2K +$23.5K +544 +96%
BCWM
454
Bartlett & Co Wealth Management
Ohio
$51.6K – – –
SS
455
Sunbelt Securities
Texas
$46.9K – – –
WT
456
Washington Trust
Rhode Island
$46.9K – – –
HCP
457
Hexagon Capital Partners
Arkansas
$44.8K -$7.48K -173 -15%
CFGS
458
Concourse Financial Group Securities
Alabama
$43.2K – – –
IA
459
IFP Advisors
Florida
$42K +$821 +19 +2%
CFO
460
CVA Family Office
Colorado
$40.6K – – –
GRP
461
Global Retirement Partners
California
$39.7K +$10.7K +247 +41%
Acadian Asset Management
462
Acadian Asset Management
Massachusetts
$39K – – –
MSG
463
Main Street Group
Virginia
$35.4K +$24K +555 +278%
BEI
464
Benjamin Edwards Inc
Missouri
$34K +$1.51K +35 +5%
SWS
465
SYSTM Wealth Solutions
Illinois
$33.7K +$31.1K +719 New
FFA
466
Farther Finance Advisors
California
$27.6K -$303 -7 -1%
AF
467
Advisornet Financial
Minnesota
$25.8K -$11.4K -263 -32%
PS
468
Principal Securities
Iowa
$22.6K +$5.75K +133 +38%
CP
469
Castleview Partners
Texas
$20.3K – – –
CPG
470
Cornerstone Planning Group
New Jersey
$19.1K +$2.33K +54 +13%
EWM
471
Evermay Wealth Management
Virginia
$14.4K – – –
HNB
472
Huntington National Bank
Ohio
$14.3K +$605 +14 +5%
FHA
473
First Horizon Advisors
Tennessee
$14.2K +$6.31K +146 +94%
AF
474
Allworth Financial
California
$14.1K – – –
TFGT
475
TS Financial Group (TSFG)
Illinois
$14K – – –
17 18
19
20 21

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.