Carlyle Group
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
+$83.5M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$81.2M |
| 3 |
N
Natixis
Paris,
France
|
+$78M |
| 4 |
Morgan Stanley
New York
|
+$71.8M |
| 5 |
Goldman Sachs
New York
|
+$58.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$394M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$60.7M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$45.6M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$35.2M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$35M |
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.