Carlyle Group
395 hedge funds and large institutions have $8.09B invested in Carlyle Group in 2021 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 145 increasing their positions, 98 reducing their positions, and 30 closing their positions.
190% more call options, than puts
Call options by funds: $71.3M | Put options by funds: $24.6M
187% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 30
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
48% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 98
24% more capital invested
Capital invested by funds: $6.54B → $8.09B (+$1.55B)
15% more funds holding
Funds holding: 344 → 395 (+51)
8.58% more ownership
Funds ownership: 39.71% → 48.29% (+8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$176M |
| 2 |
SC
Samlyn Capital
New York
|
+$122M |
| 3 |
Jane Street
New York
|
+$86.8M |
| 4 |
Alkeon Capital Management
New York
|
+$85.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$78.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$131M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$46M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
-$23.9M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$19.4M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$15.2M |
CG Hedge Fund Activity: Q3 2021 in Review
395 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q3 2021, worth a combined $8.09B — up 24% from $6.54B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new CG positions and 30 closed out — a net gain of 56 holders — while 145 added to existing stakes and 98 trimmed.
The largest buyer was Millennium Management, adding an estimated $176M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $131M sold.
- 395 institutional investors held Carlyle Group (CG) as of Q3 2021, up from 344 in Q2 2021.
- Funds reported $8.09B of Carlyle Group stock for Q3 2021, up 24% quarter-over-quarter.
- 86 funds opened new Carlyle Group positions in Q3 2021 and 30 closed out, a net change of +56 holders.
- The largest Carlyle Group buyer in Q3 2021 was Millennium Management, an estimated $176M added.
- The largest Carlyle Group seller in Q3 2021 was Jackson Square Partners, an estimated $131M sold.
Based on aggregated 13F filings for Q3 2021.