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Carlyle Group
472 hedge funds and large institutions have $9.15B invested in Carlyle Group in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 157 increasing their positions, 159 reducing their positions, and 33 closing their positions.
New
Increased
Maintained
Reduced
Closed
197% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 33
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
118% more call options, than puts
Call options by funds: $148M | Put options by funds: $67.9M
47% more capital invested
Capital invested by funds: $6.23B → $9.15B (+$2.93B)
14% more funds holding
Funds holding: 414 → 472 (+58)
5% more ownership
Funds ownership: 57.34% → 62.34% (+5%)
1% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 159
Holders
472
Holders Change
+58
Holders Change %
+14.01%
% of All Funds
6.88%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
98
Increased
157
Reduced
159
Closed
33
Calls
$148M
Puts
$67.9M
Net Calls
+$80.4M
Net Calls Change
-$7.01M
Top Buyers
| 1 |
BlackRock
New York
|
+$312M |
| 2 |
Morgan Stanley
New York
|
+$189M |
| 3 |
State Street
Boston,
Massachusetts
|
+$86.8M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$73.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$57.8M |
Top Sellers
| 1 |
Alkeon Capital Management
New York
|
-$116M |
| 2 |
SBLIC
Security Benefit Life Insurance Company
Topeka,
Kansas
|
-$78.9M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$54.6M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$45.4M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$31.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFGIW
501
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$5.04K | -167 | Closed |
|
|
CSPIA
502
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$3.02K | -100 | Closed |
|
|
VCM
503
Versant Capital Management
Phoenix,
Arizona
| – | -$1.3K | -43 | Closed |
|
504
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$603 | -20 | Closed |
|
|
VNA
505
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$1K | -20 | Closed |
|