Carlyle Group
344 hedge funds and large institutions have $6.54B invested in Carlyle Group in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 134 increasing their positions, 91 reducing their positions, and 26 closing their positions.
579% more call options, than puts
Call options by funds: $120M | Put options by funds: $17.6M
108% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 26
47% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 91
36% more capital invested
Capital invested by funds: $4.8B → $6.54B (+$1.74B)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
8% more funds holding
Funds holding: 318 → 344 (+26)
2.82% more ownership
Funds ownership: 36.89% → 39.71% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$259M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$56.5M |
| 3 |
BlackRock
New York
|
+$41.3M |
| 4 |
State Street
Boston,
Massachusetts
|
+$33.9M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$31.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$65.8M |
| 2 |
Goldman Sachs
New York
|
-$33.3M |
| 3 |
SC
Samlyn Capital
New York
|
-$26.9M |
| 4 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$17M |
| 5 |
Renaissance Technologies
New York
|
-$16.5M |
CG Hedge Fund Activity: Q2 2021 in Review
344 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q2 2021, worth a combined $6.54B — up 36% from $4.8B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new CG positions and 26 closed out — a net gain of 28 holders — while 134 added to existing stakes and 91 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $259M. The largest seller was Vulcan Value Partners, cutting an estimated $65.8M.
- 344 institutional investors held Carlyle Group (CG) as of Q2 2021, up from 318 in Q1 2021.
- Funds reported $6.54B of Carlyle Group stock for Q2 2021, up 36% quarter-over-quarter.
- 54 funds opened new Carlyle Group positions in Q2 2021 and 26 closed out, a net change of +28 holders.
- The largest Carlyle Group buyer in Q2 2021 was Morgan Stanley, an estimated $259M added.
- The largest Carlyle Group seller in Q2 2021 was Vulcan Value Partners, an estimated $65.8M sold.
Based on aggregated 13F filings for Q2 2021.