Carlyle Group
169 hedge funds and large institutions have $934M invested in Carlyle Group in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 13 closing their positions.
146% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 13
38% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 45
11% more funds holding
Funds holding: 152 → 169 (+17)
1% more capital invested
Capital invested by funds: $925M → $934M (+$9.18M)
0.87% more ownership
Funds ownership: 40.87% → 41.73% (+0.87%)
10% less call options, than puts
Call options by funds: $5.26M | Put options by funds: $5.87M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$49.8M |
| 2 |
Alkeon Capital Management
New York
|
+$16.9M |
| 3 |
AU
Algebris (UK)
London,
United Kingdom
|
+$15.2M |
| 4 |
MWNA
Marshall Wace North America
New York
|
+$14.8M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$13.8M |
Top Sellers
| 1 |
BAMCO Inc
New York
|
-$53.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.96M |
| 3 |
HC
Hawkins Capital
Houston,
Texas
|
-$7.44M |
| 4 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$5.45M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5.36M |
CG Hedge Fund Activity: Q4 2017 in Review
169 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q4 2017, worth a combined $934M — up 0.99% from $925M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new CG positions and 13 closed out — a net gain of 19 holders — while 62 added to existing stakes and 45 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $49.8M. The largest seller was BAMCO Inc, cutting an estimated $53.8M.
- 169 institutional investors held Carlyle Group (CG) as of Q4 2017, up from 152 in Q3 2017.
- Funds reported $934M of Carlyle Group stock for Q4 2017, up 0.99% quarter-over-quarter.
- 32 funds opened new Carlyle Group positions in Q4 2017 and 13 closed out, a net change of +19 holders.
- The largest Carlyle Group buyer in Q4 2017 was Morgan Stanley, an estimated $49.8M added.
- The largest Carlyle Group seller in Q4 2017 was BAMCO Inc, an estimated $53.8M sold.
Based on aggregated 13F filings for Q4 2017.