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Carlyle Group
CG

462 hedge funds and large institutions have $9.79B invested in Carlyle Group in 2021 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 160 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more call options, than puts

Call options by funds: $184M | Put options by funds: $36.9M

232% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 31

24% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 129

21% more capital invested

Capital invested by funds: $8.09B → $9.79B (+$1.7B)

17% more funds holding

Funds holding: 395 → 462 (+67)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

1.78% more ownership

Funds ownership: 48.29% → 50.07% (+1.8%)

Holders
462
Holders Change
+67
Holders Change %
+16.96%
% of All Funds
7.11%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
103
Increased
160
Reduced
129
Closed
31
Calls
$184M
Puts
$36.9M
Net Calls
+$147M
Net Calls Change
+$100M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$340M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$155M
3
Deutsche Bank
Deutsche Bank
Germany
+$96M
4
Morgan Stanley
Morgan Stanley
New York
+$64M
5
Alkeon Capital Management
Alkeon Capital Management
New York
+$59.9M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$98.7M
2
SC
Samlyn Capital
New York
-$96.7M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$69.4M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$64.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$58.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$58.1M -$3M -55,000 -5%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$57.1M +$11.6M +213,657 +25%
CCMG
28
Clark Capital Management Group
Pennsylvania
$51M +$21.1M +386,554 +71%
SSA
29
Schonfeld Strategic Advisors
New York
$50.6M -$10.1M -184,700 -17%
Two Sigma Investments
30
Two Sigma Investments
New York
$50.5M +$12.2M +224,340 +32%
First Trust Advisors
31
First Trust Advisors
Illinois
$49.4M +$17.3M +318,150 +55%
Marshall Wace
32
Marshall Wace
United Kingdom
$48.9M -$25.9M -476,390 -35%
LCP
33
LGT Capital Partners
Switzerland
$47.2M -$3.27M -60,000 -7%
Renaissance Technologies
34
Renaissance Technologies
New York
$47M +$6.4M +117,599 +16%
Charles Schwab
35
Charles Schwab
California
$44.7M +$2.81M +51,507 +7%
SO
36
STRS Ohio
Ohio
$44.7M -$89.6K -1,645 -0.2%
MCM
37
Moore Capital Management
New York
$41.4M -$14.2M -259,999 -26%
N
38
Nuveen
North Carolina
$41M +$3.45M +63,402 +9%
SCM
39
Snowhook Capital Management
New York
$40.9M +$40.6M +745,596 New
American Century Companies
40
American Century Companies
Missouri
$39.7M +$35.7M +655,192 +976%
EVM
41
Eaton Vance Management
Massachusetts
$39M +$24.9M +457,373 +181%
CS
42
Credit Suisse
Switzerland
$38.4M +$7.16M +131,392 +23%
GC
43
Gillson Capital
Illinois
$36.5M +$1.58M +29,012 +5%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$31.3M +$3.34M +61,361 +12%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$31.1M +$4.15M +76,152 +16%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$30.2M -$2.14M -39,311 -7%
UBS Group
47
UBS Group
Switzerland
$29.4M +$312K +5,737 +1%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$28.9M +$25.3M +464,000 +751%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$28.5M +$18.8M +345,427 +198%
Allianz Asset Management
50
Allianz Asset Management
Germany
$27.7M +$18.3M +335,656 +198%
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CG Hedge Fund Activity: Q4 2021 in Review

462 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q4 2021, worth a combined $9.79B — up 21% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new CG positions and 31 closed out — a net gain of 72 holders — while 160 added to existing stakes and 129 trimmed.

The largest buyer was BlackRock, adding an estimated $340M. The largest seller was Jane Street, cutting an estimated $98.7M.

  • 462 institutional investors held Carlyle Group (CG) as of Q4 2021, up from 395 in Q3 2021.
  • Funds reported $9.79B of Carlyle Group stock for Q4 2021, up 21% quarter-over-quarter.
  • 103 funds opened new Carlyle Group positions in Q4 2021 and 31 closed out, a net change of +72 holders.
  • The largest Carlyle Group buyer in Q4 2021 was BlackRock, an estimated $340M added.
  • The largest Carlyle Group seller in Q4 2021 was Jane Street, an estimated $98.7M sold.

Based on aggregated 13F filings for Q4 2021.