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Carlyle Group
CG

521 hedge funds and large institutions have $9.82B invested in Carlyle Group in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 184 increasing their positions, 159 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $137M | Put options by funds: $54.2M

143% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 37

16% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 159

10% more funds holding

Funds holding: 472 → 521 (+49)

7% more capital invested

Capital invested by funds: $9.15B → $9.82B (+$666M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

4.5% less ownership

Funds ownership: 62.34% → 57.84% (-4.5%)

Holders
521
Holders Change
+49
Holders Change %
+10.38%
% of All Funds
7.51%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
90
Increased
184
Reduced
159
Closed
37
Calls
$137M
Puts
$54.2M
Net Calls
+$83.2M
Net Calls Change
+$2.81M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$131M
2
Boston Partners
Boston Partners
Massachusetts
+$101M
3
EAM
Eagle Asset Management
Florida
+$76.8M
4
FCM
Frontier Capital Management
Massachusetts
+$51.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$35.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$454M
2
BlackRock
BlackRock
New York
-$337M
3
Goldman Sachs
Goldman Sachs
New York
-$77.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$66.7M
5
AI
Ariel Investments
Illinois
-$65M
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
76
AssetMark Inc
California
$11.4M +$2.15M +49,813 +26%
DnB Asset Management
77
DnB Asset Management
Norway
$11.3M +$1.76M +40,779 +20%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$11.1M +$6.19M +143,236 +152%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$10.9M +$7.07M +163,503 +238%
Deutsche Bank
80
Deutsche Bank
Germany
$10.2M -$1.44M -33,265 -13%
Stifel Financial
81
Stifel Financial
Missouri
$9.8M +$223K +5,150 +3%
SIA
82
Sit Investment Associates
Minnesota
$9.75M +$370K +8,550 +4%
Walleye Capital
83
Walleye Capital
New York
$9.53M -$11.6M -268,267 -57%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$9.49M -$2.68M -61,948 -23%
SG
85
Sienna Gestion
France
$9.47M +$8.72M +201,805 New
Bessemer Group
86
Bessemer Group
New Jersey
$9.39M +$4.19K +97 +0%
First Trust Advisors
87
First Trust Advisors
Illinois
$9.09M -$7.21M -166,745 -46%
TPSF
88
Texas Permanent School Fund
Texas
$8.89M +$107K +2,478 +1%
Comerica Bank
89
Comerica Bank
Texas
$8.65M +$2.46M +56,811 +45%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$8.35M +$810K +18,749 +12%
BGIM
91
Brandywine Global Investment Management
Pennsylvania
$8.04M -$95.1K -2,200 -1%
GCM
92
Gator Capital Management
Florida
$7.78M – – –
Jane Street
93
Jane Street
New York
$7.64M -$1.87M -43,168 -21%
JWM
94
Jessup Wealth Management
Ohio
$7.63M +$7.03M +162,670 New
COLIM
95
City of London Investment Management
United Kingdom
$7.61M – – –
Skandinaviska Enskilda Banken (SEB)
96
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.5M -$679K -15,700 -9%
Robeco Institutional Asset Management
97
Robeco Institutional Asset Management
Netherlands
$7.41M +$519K +12,005 +8%
TD Asset Management
98
TD Asset Management
Ontario, Canada
$7.1M -$136K -3,149 -2%
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$6.63M +$6.11M +141,410 New
Assenagon Asset Management
100
Assenagon Asset Management
Luxembourg
$6.44M +$5.1M +117,941 +609%
2 3
4
5 6

CG Hedge Fund Activity: Q1 2024 in Review

521 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q1 2024, worth a combined $9.82B — up 7.3% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CG positions and 37 closed out — a net gain of 53 holders — while 184 added to existing stakes and 159 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $131M. The largest seller was Morgan Stanley, cutting an estimated $454M.

  • 521 institutional investors held Carlyle Group (CG) as of Q1 2024, up from 472 in Q4 2023.
  • Funds reported $9.82B of Carlyle Group stock for Q1 2024, up 7.3% quarter-over-quarter.
  • 90 funds opened new Carlyle Group positions in Q1 2024 and 37 closed out, a net change of +53 holders.
  • The largest Carlyle Group buyer in Q1 2024 was Capital International Investors, an estimated $131M added.
  • The largest Carlyle Group seller in Q1 2024 was Morgan Stanley, an estimated $454M sold.

Based on aggregated 13F filings for Q1 2024.