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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
PCOC
526
Power Corp of Canada
Canada
– -$6.4M -157,277 Closed
NL
527
NWAM LLC
Washington
– -$3.95M -97,090 Closed
Wolverine Trading
528
Wolverine Trading
Illinois
– -$3.18M -78,211 Closed
GAM
529
Groupama Asset Management
France
– -$3.13M -76,896 Closed
Bank of Nova Scotia
530
Bank of Nova Scotia
Ontario, Canada
– -$2.85M -69,931 Closed
LCWP
531
Legacy Capital Wealth Partners
Arkansas
– -$2.61M -64,049 Closed
YIH
532
Y-Intercept (HK)
Hong Kong
– -$1.59M -38,965 Closed
FC
533
FORA Capital
Florida
– -$1.44M -35,381 Closed
Bank Julius Baer & Co
534
Bank Julius Baer & Co
Switzerland
– -$920K -22,620 Closed
EIP
535
Epoch Investment Partners
New York
– -$845K -20,763 Closed
OTL
536
Oak Thistle LLC
New York
– -$656K -16,113 Closed
VF
537
Virtu Financial
New York
– -$630K -15,476 Closed
WWM
538
Whalen Wealth Management
Nevada
– -$608K -14,947 Closed
PP
539
Prudential plc
United Kingdom
– -$604K -14,844 Closed
GS
540
GTS Securities
New York
– -$575K -13,309 Closed
GT
541
Glenmede Trust
Pennsylvania
– -$461K -11,331 Closed
CM
542
Capula Management
Cayman Islands
– -$415K -10,200 Closed
LCS
543
Levin Capital Strategies
New York
– -$407K -10,000 Closed
TA
544
Teramo Advisors
Florida
– -$407K -10,000 Closed
MC
545
Machina Capital
France
– -$295K -7,255 Closed
LCM
546
Landscape Capital Management
New Jersey
– -$251K -6,168 Closed
DA
547
Duality Advisers
Florida
– -$245K -6,011 Closed
TSS
548
Two Sigma Securities
New York
– -$246K -5,694 Closed
WJWM
549
Williams Jones Wealth Management
New York
– -$229K -5,620 Closed
AHL
550
Abel Hall LLC
Louisiana
– -$211K -5,187 Closed
19 20 21
22
23

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.