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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
SAM
101
Storebrand Asset Management
Norway
$6.39M +$398K +9,208 +7%
SCM
102
SOL Capital Management
Maryland
$6.35M +$216K +5,000 +4%
SSA
103
Schonfeld Strategic Advisors
New York
$6.15M +$323K +7,471 +6%
Mitsubishi UFJ Asset Management
104
Mitsubishi UFJ Asset Management
Japan
$6.11M +$1.08M +24,901 +24%
MOACM
105
Mutual of America Capital Management
New York
$6.05M -$172K -3,968 -3%
Man Group
106
Man Group
United Kingdom
$5.75M +$3.52M +81,497 +198%
Mitsubishi UFJ Trust & Banking
107
Mitsubishi UFJ Trust & Banking
Japan
$5.6M -$307K -7,101 -6%
MIM
108
MetLife Investment Management
New Jersey
$5.57M -$136K -3,138 -3%
AB
109
Amalgamated Bank
New York
$5.54M -$1.12M -25,983 -18%
WAM
110
Winslow Asset Management
Ohio
$5.47M +$5.04M +116,675 New
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$5.47M +$218K +5,052 +5%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$5.37M – – –
PE
113
Point72 Europe
United Kingdom
$5.32M +$4.9M +113,400 New
American Century Companies
114
American Century Companies
Missouri
$5.19M +$215K +4,981 +5%
P2P
115
Phase 2 Partners
California
$5.06M +$4.66M +107,830 New
SLG
116
Stanley-Laman Group
Pennsylvania
$5.05M +$363K +8,395 +8%
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$5.04M -$28.2M -651,985 -86%
CLOS
118
Compagnie Lombard Odier SCmA
Switzerland
$5.02M – – –
SO
119
STRS Ohio
Ohio
$5.01M +$275K +6,371 +6%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$4.88M -$2.98M -68,930 -40%
RJFSA
121
Raymond James Financial Services Advisors
Florida
$4.81M -$131K -3,025 -3%
Holocene Advisors
122
Holocene Advisors
New York
$4.77M -$30.3M -701,283 -87%
YCM
123
Yousif Capital Management
Michigan
$4.74M -$98.5K -2,280 -2%
ET
124
Equitable Trust
Tennessee
$4.72M -$156K -3,600 -3%
ANTB
125
AMG National Trust Bank
Colorado
$4.63M +$63.9K +1,478 +2%
3 4
5
6 7

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.