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Carlyle Group
CG

414 hedge funds and large institutions have $6.23B invested in Carlyle Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 143 increasing their positions, 141 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $119M | Put options by funds: $31.2M

68% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 31

4% more funds holding

Funds holding: 397 → 414 (+17)

1% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 141

0.31% more ownership

Funds ownership: 57.03% → 57.34% (+0.31%)

5% less capital invested

Capital invested by funds: $6.59B → $6.23B (-$361M)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
414
Holders Change
+17
Holders Change %
+4.28%
% of All Funds
6.57%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
52
Increased
143
Reduced
141
Closed
31
Calls
$119M
Puts
$31.2M
Net Calls
+$87.4M
Net Calls Change
+$781K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$114M
2
Capital World Investors
Capital World Investors
California
+$42.4M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36.1M
4
SH
SeaTown Holdings
Singapore
+$32M
5
AI
Ariel Investments
Illinois
+$29.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$49.5M
2
VVP
Vulcan Value Partners
Alabama
-$46M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$45.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$32.1M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$28.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
151
Bleakley Financial Group
New Jersey
$1.71M +$169K +5,240 +10%
SS
152
Simplicity Solutions
Minnesota
$1.71M +$169K +5,248 +10%
AMI
153
Amica Mutual Insurance
Rhode Island
$1.7M – – –
HWM
154
Hemington Wealth Management
Virginia
$1.69M -$1.6M -49,742 -47%
Macquarie Group
155
Macquarie Group
Australia
$1.67M -$815K -25,310 -31%
Neuberger Berman Group
156
Neuberger Berman Group
New York
$1.59M +$44.1K +1,368 +3%
GAM
157
Gotham Asset Management
New York
$1.55M -$24.1K -748 -1%
SPIA
158
Steward Partners Investment Advisory
New York
$1.51M +$74.6K +2,316 +5%
WGCA
159
Wolf Group Capital Advisors
Virginia
$1.5M -$48.2K -1,496 -3%
II
160
IFM Investors
Australia
$1.49M – – –
Allianz Asset Management
161
Allianz Asset Management
Germany
$1.42M -$3.02M -93,863 -67%
Korea Investment Corp
162
Korea Investment Corp
South Korea
$1.41M +$277K +8,606 +23%
Mariner
163
Mariner
Kansas
$1.36M +$78.5K +2,437 +6%
SPC
164
Sigma Planning Corp
Michigan
$1.34M -$113K -3,496 -7%
Swedbank
165
Swedbank
Sweden
$1.33M – – –
Corient Private Wealth
166
Corient Private Wealth
Florida
$1.33M +$63.1K +1,960 +5%
JMPWA
167
JP Morgan Private Wealth Advisors
California
$1.3M +$22.8K +707 +2%
BMSSC
168
B. Metzler seel. Sohn & Co
Germany
$1.28M +$1.36M +42,334 New
SEI Investments
169
SEI Investments
Pennsylvania
$1.26M -$28.2K -876 -2%
Comerica Bank
170
Comerica Bank
Texas
$1.22M -$11.7M -364,659 -90%
GC
171
GFG Capital
Florida
$1.17M +$9.86K +306 +0.8%
Truist Financial
172
Truist Financial
North Carolina
$1.14M +$96K +2,980 +9%
BF
173
BOK Financial
Oklahoma
$1.14M -$113K -3,494 -8%
HighTower Advisors
174
HighTower Advisors
Illinois
$1.12M +$146K +4,534 +14%
UCFA
175
United Capital Financial Advisors
Texas
$1.11M -$78.5K -2,435 -6%
5 6
7
8 9

CG Hedge Fund Activity: Q3 2023 in Review

414 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q3 2023, worth a combined $6.23B — down 5.5% from $6.59B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new CG positions and 31 closed out — a net gain of 21 holders — while 143 added to existing stakes and 141 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $114M. The largest seller was Morgan Stanley, cutting an estimated $49.5M.

  • 414 institutional investors held Carlyle Group (CG) as of Q3 2023, up from 397 in Q2 2023.
  • Funds reported $6.23B of Carlyle Group stock for Q3 2023, down 5.5% quarter-over-quarter.
  • 52 funds opened new Carlyle Group positions in Q3 2023 and 31 closed out, a net change of +21 holders.
  • The largest Carlyle Group buyer in Q3 2023 was William Blair Investment Management, an estimated $114M added.
  • The largest Carlyle Group seller in Q3 2023 was Morgan Stanley, an estimated $49.5M sold.

Based on aggregated 13F filings for Q3 2023.