Carlyle Group
168 hedge funds and large institutions have $1.01B invested in Carlyle Group in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 18 closing their positions.
178% more call options, than puts
Call options by funds: $16.3M | Put options by funds: $5.86M
44% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 18
27% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 45
15% more capital invested
Capital invested by funds: $880M → $1.01B (+$134M)
4% more funds holding
Funds holding: 161 → 168 (+7)
3.4% more ownership
Funds ownership: 40.73% → 44.13% (+3.4%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$19.2M |
| 2 |
Morgan Stanley
New York
|
+$14.6M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$10.1M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$8.79M |
| 5 |
Jane Street
New York
|
+$8.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.24M |
| 2 |
CFM
Coronation Fund Managers
Cape Town,
South Africa
|
-$3.71M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.3M |
| 4 |
IG
ING Group
Amsterdam,
Netherlands
|
-$2.96M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
-$2.21M |
CG Hedge Fund Activity: Q3 2018 in Review
168 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q3 2018, worth a combined $1.01B — up 15% from $880M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new CG positions and 18 closed out — a net gain of 8 holders — while 57 added to existing stakes and 45 trimmed.
The largest buyer was Marshall Wace, opening a new position worth an estimated $19.2M. The largest seller was Wells Fargo, cutting an estimated $5.24M.
- 168 institutional investors held Carlyle Group (CG) as of Q3 2018, up from 161 in Q2 2018.
- Funds reported $1.01B of Carlyle Group stock for Q3 2018, up 15% quarter-over-quarter.
- 26 funds opened new Carlyle Group positions in Q3 2018 and 18 closed out, a net change of +8 holders.
- The largest Carlyle Group buyer in Q3 2018 was Marshall Wace, an estimated $19.2M added.
- The largest Carlyle Group seller in Q3 2018 was Wells Fargo, an estimated $5.24M sold.
Based on aggregated 13F filings for Q3 2018.