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Carlyle Group
CG

397 hedge funds and large institutions have $6.59B invested in Carlyle Group in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 149 increasing their positions, 139 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $121M | Put options by funds: $34.7M

6% more capital invested

Capital invested by funds: $6.19B → $6.59B (+$401M)

2.31% more ownership

Funds ownership: 54.72% → 57.03% (+2.3%)

7% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 139

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

8% less funds holding

Funds holding: 430 → 397 (-33)

45% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 66

Holders
397
Holders Change
-33
Holders Change %
-7.67%
% of All Funds
6.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
36
Increased
149
Reduced
139
Closed
66
Calls
$121M
Puts
$34.7M
Net Calls
+$86.6M
Net Calls Change
+$128M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$175M
2
BlackRock
BlackRock
New York
+$97.6M
3
Norges Bank
Norges Bank
Norway
+$78.6M
4
AI
Ariel Investments
Illinois
+$70.5M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$29.4M

Top Sellers

1
SC
Samlyn Capital
New York
-$62.2M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$33.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$25.2M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$22.6M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAF
76
Andra AP-fonden
Sweden
$7.11M +$1.91M +65,500 +42%
LIM
77
Lingotto Investment Management
United Kingdom
$7.09M -$292K -10,000 -4%
Citigroup
78
Citigroup
New York
$6.8M +$2.87M +98,193 +86%
Bessemer Group
79
Bessemer Group
New Jersey
$6.39M – – –
American Century Companies
80
American Century Companies
Missouri
$6.36M -$18.8K -644 -0.3%
Skandinaviska Enskilda Banken (SEB)
81
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.62M -$102K -3,500 -2%
GCM
82
Gator Capital Management
Florida
$5.57M – – –
Canada Life
83
Canada Life
Manitoba, Canada
$5.45M +$362K +12,394 +8%
KBC Group
84
KBC Group
Belgium
$5.29M +$3.11M +106,403 +180%
COLIM
85
City of London Investment Management
United Kingdom
$5.19M – – –
PCOC
86
Power Corp of Canada
Canada
$5.03M -$1.56M -53,341 -25%
TD Asset Management
87
TD Asset Management
Ontario, Canada
$4.86M +$16.2K +553 +0.4%
SCM
88
SOL Capital Management
Maryland
$4.73M -$5.84K -200 -0.1%
Allianz Asset Management
89
Allianz Asset Management
Germany
$4.5M -$11.3M -385,792 -73%
Holocene Advisors
90
Holocene Advisors
New York
$4.15M +$3.79M +129,799 New
N
91
Natixis
France
$4.03M +$2.56M +87,740 +229%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$3.99M +$363K +12,415 +11%
Balyasny Asset Management
93
Balyasny Asset Management
Illinois
$3.94M +$2.95M +101,012 +455%
Mitsubishi UFJ Trust & Banking
94
Mitsubishi UFJ Trust & Banking
Japan
$3.91M +$236K +8,089 +7%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$3.85M +$220K +7,547 +7%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$3.85M +$443K +15,169 +14%
FAF
97
Fjarde Ap-fonden
Sweden
$3.67M -$248K -8,500 -7%
AllianceBernstein
98
AllianceBernstein
Tennessee
$3.58M +$420K +14,380 +15%
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$3.52M – – –
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$3.46M +$30.4K +1,039 +1%
2 3
4
5 6

CG Hedge Fund Activity: Q2 2023 in Review

397 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q2 2023, worth a combined $6.59B — up 6.5% from $6.19B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of CG and 36 opened new positions — a net loss of 30 holders — while 139 trimmed existing stakes and 149 added.

The largest buyer was Capital World Investors, adding an estimated $175M. The largest seller was Samlyn Capital, exiting entirely with an estimated $62.2M sold.

  • 397 institutional investors held Carlyle Group (CG) as of Q2 2023, down from 430 in Q1 2023.
  • Funds reported $6.59B of Carlyle Group stock for Q2 2023, up 6.5% quarter-over-quarter.
  • 36 funds opened new Carlyle Group positions in Q2 2023 and 66 closed out, a net change of -30 holders.
  • The largest Carlyle Group buyer in Q2 2023 was Capital World Investors, an estimated $175M added.
  • The largest Carlyle Group seller in Q2 2023 was Samlyn Capital, an estimated $62.2M sold.

Based on aggregated 13F filings for Q2 2023.