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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
LPL Financial
126
LPL Financial
California
$4.6M +$156K +3,614 +4%
RA
127
Royce & Associates
New York
$4.56M -$2.77K -64 -0.1%
ECM
128
ExodusPoint Capital Management
New York
$4.53M +$2.74M +63,348 +191%
Treasurer of the State of North Carolina
129
Treasurer of the State of North Carolina
North Carolina
$4.42M +$28.1K +650 +0.7%
FAF
130
Fjarde Ap-fonden
Sweden
$4.4M -$212K -4,900 -5%
Ensign Peak Advisors
131
Ensign Peak Advisors
Utah
$4.28M +$763K +17,647 +24%
EDRH
132
Edmond de Rothschild Holding
Switzerland
$4.2M +$3.83M +88,509 +8,510%
ECU
133
Eisler Capital (UK)
United Kingdom
$4.08M +$3.76M +87,027 New
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.98M -$604K -13,978 -14%
TYCC
135
Texas Yale Capital Corp
Florida
$3.96M -$48.6K -1,125 -1%
Macquarie Group
136
Macquarie Group
Australia
$3.86M +$1.28M +29,697 +56%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$3.83M +$51.6K +1,193 +1%
SI
138
Stephens Inc
Arkansas
$3.74M +$6.48K +150 +0.2%
IAN
139
Integrated Advisors Network
Texas
$3.72M +$3.43M +79,281 New
US Bancorp
140
US Bancorp
Minnesota
$3.64M +$58K +1,343 +2%
Asset Management One
141
Asset Management One
Japan
$3.57M -$261K -6,029 -7%
HF
142
HRT Financial
New York
$3.53M +$3.26M +75,347 New
TC
143
TwinBeech Capital
New York
$3.53M +$3.25M +75,204 New
Aberdeen Group
144
Aberdeen Group
United Kingdom
$3.47M +$61.8K +1,429 +2%
Pictet Asset Management
145
Pictet Asset Management
Switzerland
$3.43M -$214K -4,947 -6%
TRSOTSOK
146
Teachers Retirement System of the State of Kentucky
Kentucky
$3.41M -$143K -3,300 -4%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$3.4M -$974K -22,524 -24%
DB
148
Danske Bank
Denmark
$3.39M +$3.13M +72,303 New
Cerity Partners
149
Cerity Partners
New York
$3.3M +$699K +16,163 +30%
RAM
150
Resona Asset Management
Japan
$3.3M +$3.04M +70,413 New
4 5
6
7 8

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.