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Carlyle Group
CG

472 hedge funds and large institutions have $9.15B invested in Carlyle Group in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 157 increasing their positions, 159 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 33

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

118% more call options, than puts

Call options by funds: $148M | Put options by funds: $67.9M

47% more capital invested

Capital invested by funds: $6.23B → $9.15B (+$2.93B)

14% more funds holding

Funds holding: 414 → 472 (+58)

5% more ownership

Funds ownership: 57.34% → 62.34% (+5%)

1% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 159

Holders
472
Holders Change
+58
Holders Change %
+14.01%
% of All Funds
6.88%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
98
Increased
157
Reduced
159
Closed
33
Calls
$148M
Puts
$67.9M
Net Calls
+$80.4M
Net Calls Change
-$7.01M

Top Buyers

1
BlackRock
BlackRock
New York
+$312M
2
Morgan Stanley
Morgan Stanley
New York
+$189M
3
State Street
State Street
Massachusetts
+$86.8M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$73.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$57.8M

Top Sellers

1
Alkeon Capital Management
Alkeon Capital Management
New York
-$116M
2
SBLIC
Security Benefit Life Insurance Company
Kansas
-$78.9M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$54.6M
4
VVP
Vulcan Value Partners
Alabama
-$45.4M
5
Norges Bank
Norges Bank
Norway
-$31.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Trust & Banking
101
Mitsubishi UFJ Trust & Banking
Japan
$5.15M +$115K +3,503 +3%
SSA
102
Schonfeld Strategic Advisors
New York
$5.03M +$2.99M +90,764 +276%
KBC Group
103
KBC Group
Belgium
$4.97M -$703K -21,354 -15%
MIM
104
MetLife Investment Management
New Jersey
$4.96M +$3.88M +117,774 +2,816%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$4.91M +$2.21K +67 +0.1%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$4.66M – – –
SG Americas Securities
107
SG Americas Securities
New York
$4.56M +$2.86M +86,914 +347%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$4.54M -$134K -4,072 -4%
PCM
109
Prana Capital Management
Connecticut
$4.4M +$3.56M +108,023 New
CLOS
110
Compagnie Lombard Odier SCmA
Switzerland
$4.35M – – –
CCM
111
Cinctive Capital Management
New York
$4.33M +$3.51M +106,474 New
RJFSA
112
Raymond James Financial Services Advisors
Florida
$4.3M -$433K -13,158 -11%
American Century Companies
113
American Century Companies
Missouri
$4.3M -$1.43M -43,327 -29%
DPAM
114
Degroof Petercam Asset Management
Belgium
$4.25M +$3.44M +104,500 New
ET
115
Equitable Trust
Tennessee
$4.24M -$8.13K -247 -0.2%
YCM
116
Yousif Capital Management
Michigan
$4.2M +$3.4M +103,313 New
Mitsubishi UFJ Asset Management
117
Mitsubishi UFJ Asset Management
Japan
$4.12M +$686K +20,846 +25%
SO
118
STRS Ohio
Ohio
$4.08M -$577K -17,519 -15%
SLG
119
Stanley-Laman Group
Pennsylvania
$4.04M -$202K -6,134 -6%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.02M +$238K +7,233 +8%
FAF
121
Fjarde Ap-fonden
Sweden
$4.02M -$105K -3,200 -3%
RA
122
Royce & Associates
New York
$3.96M -$362 -11 -0%
ANTB
123
AMG National Trust Bank
Colorado
$3.95M -$11.7K -354 -0.4%
NL
124
NWAM LLC
Washington
$3.95M -$712K -21,620 -18%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$3.87M +$207K +6,276 +7%
3 4
5
6 7

CG Hedge Fund Activity: Q4 2023 in Review

472 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q4 2023, worth a combined $9.15B — up 47% from $6.23B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new CG positions and 33 closed out — a net gain of 65 holders — while 157 added to existing stakes and 159 trimmed.

The largest buyer was BlackRock, adding an estimated $312M. The largest seller was Alkeon Capital Management, cutting an estimated $116M.

  • 472 institutional investors held Carlyle Group (CG) as of Q4 2023, up from 414 in Q3 2023.
  • Funds reported $9.15B of Carlyle Group stock for Q4 2023, up 47% quarter-over-quarter.
  • 98 funds opened new Carlyle Group positions in Q4 2023 and 33 closed out, a net change of +65 holders.
  • The largest Carlyle Group buyer in Q4 2023 was BlackRock, an estimated $312M added.
  • The largest Carlyle Group seller in Q4 2023 was Alkeon Capital Management, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2023.