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Carlyle Group
CG

430 hedge funds and large institutions have $6.36B invested in Carlyle Group in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 165 increasing their positions, 121 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

36% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 121

27% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 64

27% more capital invested

Capital invested by funds: $5.03B → $6.36B (+$1.33B)

3% more funds holding

Funds holding: 418 → 430 (+12)

1.23% more ownership

Funds ownership: 54.06% → 55.29% (+1.2%)

17% less call options, than puts

Call options by funds: $49.5M | Put options by funds: $59.8M

Holders
430
Holders Change
+12
Holders Change %
+2.87%
% of All Funds
6.91%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
81
Increased
165
Reduced
121
Closed
64
Calls
$49.5M
Puts
$59.8M
Net Calls
-$10.3M
Net Calls Change
-$21.4M

Top Buyers

Rank Fund Capital Flow
1
AI
Ariel Investments
Illinois
+$83.5M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$81.2M
3
N
Natixis
France
+$78M
4
Morgan Stanley
Morgan Stanley
New York
+$71.8M
5
Goldman Sachs
Goldman Sachs
New York
+$58.9M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$394M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$60.7M
3
VVP
Vulcan Value Partners
Alabama
-$45.6M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$35.2M
5
Marshall Wace
Marshall Wace
United Kingdom
-$35M
Name Holding Trade Value Shares
Change 		Change in
Stake
M
476
MOTCO
Texas
– -$95K -3,667 Closed
HFM
477
Harvest Fund Management
China
– -$80K -3,114 Closed
AIM
478
Anchor Investment Management
South Carolina
– -$51.7K -2,000 Closed
AWM
479
Ameliora Wealth Management
Switzerland
– -$38K -1,500 Closed
WIM
480
Westside Investment Management
California
– -$29 -1,150 Closed
BCA
481
Bray Capital Advisors
Florida
– -$13K -500 Closed
AIM
482
Axiom Investment Management
New York
– -$10K -400 Closed
RTC
483
Riverview Trust Company
Washington
– -$10K -398 Closed
CA
484
Clearstead Advisors
Ohio
– -$8K -326 Closed
GWSG
485
GPS Wealth Strategies Group
Colorado
– -$8K -300 Closed
MAM
486
Meeder Asset Management
Ohio
– -$6K -213 Closed
FCA
487
FinTrust Capital Advisors
South Carolina
– -$5K -200 Closed
CQS
488
Credential Qtrade Securities
– -$1.81K -70 Closed
WAM
489
Worth Asset Management
Texas
– -$1K -50 Closed
GIA
490
Goodwin Investment Advisory
Georgia
– -$1K -28 Closed
HI
491
Harbour Investments
Wisconsin
– -$1K -23 Closed
16 17 18 19
20

CG Hedge Fund Activity: Q4 2022 in Review

430 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q4 2022, worth a combined $6.36B — up 27% from $5.03B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CG positions and 64 closed out — a net gain of 17 holders — while 165 added to existing stakes and 121 trimmed.

The largest buyer was Ariel Investments, opening a new position worth an estimated $83.5M. The largest seller was Capital World Investors, cutting an estimated $394M.

  • 430 institutional investors held Carlyle Group (CG) as of Q4 2022, up from 418 in Q3 2022.
  • Funds reported $6.36B of Carlyle Group stock for Q4 2022, up 27% quarter-over-quarter.
  • 81 funds opened new Carlyle Group positions in Q4 2022 and 64 closed out, a net change of +17 holders.
  • The largest Carlyle Group buyer in Q4 2022 was Ariel Investments, an estimated $83.5M added.
  • The largest Carlyle Group seller in Q4 2022 was Capital World Investors, an estimated $394M sold.

Based on aggregated 13F filings for Q4 2022.