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Carlyle Group
CG

523 hedge funds and large institutions have $9.09B invested in Carlyle Group in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 208 increasing their positions, 171 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $118M | Put options by funds: $38.7M

26% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 46

22% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 171

8% more capital invested

Capital invested by funds: $8.43B → $9.09B (+$653M)

2% more funds holding

Funds holding: 514 → 523 (+9)

0.78% more ownership

Funds ownership: 58.38% → 59.16% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
523
Holders Change
+9
Holders Change %
+1.75%
% of All Funds
7.51%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
58
Increased
208
Reduced
171
Closed
46
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$19M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$101M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$71.6M
3
Boston Partners
Boston Partners
Massachusetts
+$64.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$52.2M
5
Amundi
Amundi
France
+$36.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$57.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$45.2M
3
Ameriprise
Ameriprise
Minnesota
-$31.4M
4
VVP
Vulcan Value Partners
Alabama
-$29.7M
5
FCM
Frontier Capital Management
Massachusetts
-$29.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
551
Guggenheim Capital
Illinois
– -$301K -7,486 Closed
TWP
552
Triad Wealth Partners
Kansas
– -$280K -6,965 Closed
FC
553
FORA Capital
Florida
– -$278K -6,914 Closed
RG
554
Rathbones Group
United Kingdom
– -$270K -6,716 Closed
SCA
555
Snowden Capital Advisors
New York
– -$232K -5,781 Closed
MF
556
Magnetar Financial
Illinois
– -$206K -5,129 Closed
PI
557
PGGM Investments
Netherlands
– -$196K -4,894 Closed
PHK
558
Point72 Hong Kong
Hong Kong
– -$172K -4,278 Closed
1832 Asset Management
559
1832 Asset Management
Ontario, Canada
– -$129K -3,220 Closed
PAS
560
Point72 Asia (Singapore)
Singapore
– -$126K -3,127 Closed
SAS
561
Stelac Advisory Services
New York
– -$102K -2,543 Closed
HFM
562
Harvest Fund Management
China
– -$60K -1,500 Closed
QL
563
Quarry LP
New York
– -$31.6K -786 Closed
LWCFA
564
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$9.3K -200 Closed
OWA
565
Opal Wealth Advisors
New York
– -$6.02K -150 Closed
WWM
566
Wolff Wiese Magana
California
– -$3.01K -75 Closed
IC
567
Innealta Capital
Texas
– -$1.77K -44 Closed
AWM
568
Avior Wealth Management
Nebraska
– -$80 -2 Closed
MCM
569
MV Capital Management
Maryland
– -$41 -1 Closed
19 20 21 22
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CG Hedge Fund Activity: Q3 2024 in Review

523 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q3 2024, worth a combined $9.09B — up 7.7% from $8.43B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new CG positions and 46 closed out — a net gain of 12 holders — while 208 added to existing stakes and 171 trimmed.

The largest buyer was Norges Bank, adding an estimated $101M. The largest seller was BlackRock, cutting an estimated $57.1M.

  • 523 institutional investors held Carlyle Group (CG) as of Q3 2024, up from 514 in Q2 2024.
  • Funds reported $9.09B of Carlyle Group stock for Q3 2024, up 7.7% quarter-over-quarter.
  • 58 funds opened new Carlyle Group positions in Q3 2024 and 46 closed out, a net change of +12 holders.
  • The largest Carlyle Group buyer in Q3 2024 was Norges Bank, an estimated $101M added.
  • The largest Carlyle Group seller in Q3 2024 was BlackRock, an estimated $57.1M sold.

Based on aggregated 13F filings for Q3 2024.