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Carlyle Group
CG

414 hedge funds and large institutions have $6.23B invested in Carlyle Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 143 increasing their positions, 141 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $119M | Put options by funds: $31.2M

68% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 31

4% more funds holding

Funds holding: 397 → 414 (+17)

1% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 141

0.31% more ownership

Funds ownership: 57.03% → 57.34% (+0.31%)

5% less capital invested

Capital invested by funds: $6.59B → $6.23B (-$361M)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
414
Holders Change
+17
Holders Change %
+4.28%
% of All Funds
6.57%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
52
Increased
143
Reduced
141
Closed
31
Calls
$119M
Puts
$31.2M
Net Calls
+$87.4M
Net Calls Change
+$781K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$114M
2
Capital World Investors
Capital World Investors
California
+$42.4M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36.1M
4
SH
SeaTown Holdings
Singapore
+$32M
5
AI
Ariel Investments
Illinois
+$29.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$49.5M
2
VVP
Vulcan Value Partners
Alabama
-$46M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$45.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$32.1M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$28.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
76
Jane Street
New York
$6.45M +$5.41M +167,928 +365%
Canada Life
77
Canada Life
Manitoba, Canada
$6.44M +$1.4M +43,599 +26%
Robeco Institutional Asset Management
78
Robeco Institutional Asset Management
Netherlands
$6.38M -$7.65M -237,589 -53%
Bessemer Group
79
Bessemer Group
New Jersey
$6.03M – – –
Bank of Nova Scotia
80
Bank of Nova Scotia
Ontario, Canada
$5.98M -$19M -589,896 -75%
Renaissance Technologies
81
Renaissance Technologies
New York
$5.79M +$6.19M +192,000 New
BGIM
82
Brandywine Global Investment Management
Pennsylvania
$5.58M +$5.96M +184,947 New
Skandinaviska Enskilda Banken (SEB)
83
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.3M -$10.2K -316 -0.2%
Amundi
84
Amundi
France
$5.14M -$2.83M -87,943 -33%
GCM
85
Gator Capital Management
Florida
$4.99M -$287K -8,900 -5%
COLIM
86
City of London Investment Management
United Kingdom
$4.9M – – –
HF
87
HRT Financial
New York
$4.88M +$4.04M +125,261 +341%
WorldQuant Millennium Advisors
88
WorldQuant Millennium Advisors
New York
$4.87M +$5.2M +161,394 New
PCOC
89
Power Corp of Canada
Canada
$4.74M – – –
TD Asset Management
90
TD Asset Management
Ontario, Canada
$4.55M -$41.9K -1,300 -0.9%
American Century Companies
91
American Century Companies
Missouri
$4.49M -$1.62M -50,183 -25%
Stifel Financial
92
Stifel Financial
Missouri
$4.33M +$1.25M +38,681 +37%
KBC Group
93
KBC Group
Belgium
$4.33M -$705K -21,880 -13%
SCM
94
SOL Capital Management
Maryland
$4.18M -$311K -9,650 -7%
AssetMark Inc
95
AssetMark Inc
California
$4.15M +$1.61M +49,858 +57%
Squarepoint
96
Squarepoint
New York
$3.77M +$3.7M +114,991 +1,163%
Mitsubishi UFJ Trust & Banking
97
Mitsubishi UFJ Trust & Banking
Japan
$3.71M +$21K +651 +0.5%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$3.64M +$9.99K +310 +0.3%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$3.58M -$56.5K -1,754 -1%
NL
100
NWAM LLC
Washington
$3.58M +$2.86M +88,678 +295%
2 3
4
5 6

CG Hedge Fund Activity: Q3 2023 in Review

414 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q3 2023, worth a combined $6.23B — down 5.5% from $6.59B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CG positions and 31 closed out — a net gain of 21 holders — while 143 added to existing stakes and 141 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $114M. The largest seller was Morgan Stanley, cutting an estimated $49.5M.

  • 414 institutional investors held Carlyle Group (CG) as of Q3 2023, up from 397 in Q2 2023.
  • Funds reported $6.23B of Carlyle Group stock for Q3 2023, down 5.5% quarter-over-quarter.
  • 52 funds opened new Carlyle Group positions in Q3 2023 and 31 closed out, a net change of +21 holders.
  • The largest Carlyle Group buyer in Q3 2023 was William Blair Investment Management, an estimated $114M added.
  • The largest Carlyle Group seller in Q3 2023 was Morgan Stanley, an estimated $49.5M sold.

Based on aggregated 13F filings for Q3 2023.