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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
State Board of Administration of Florida Retirement System
151
State Board of Administration of Florida Retirement System
Florida
$3.27M -$672K -15,546 -13%
WSCM
152
Wellington Shields Capital Management
New York
$3.24M -$228K -5,273 -7%
MIIM
153
Mesirow Institutional Investment Management
Illinois
$3.19M -$30.3K -702 -1%
CBA
154
Coastal Bridge Advisors
Connecticut
$3.16M -$52.5K -1,215 -2%
APF
155
Alaska Permanent Fund
Alaska
$3.14M -$347K -8,039 -11%
Walleye Trading
156
Walleye Trading
New York
$3.14M +$1.49M +34,581 +107%
QCM
157
QRG Capital Management
Illinois
$3.05M -$60.9K -1,410 -2%
CGPCS
158
Capital Group Private Client Services
California
$3.02M +$2.78M +64,391 New
Royal London Asset Management
159
Royal London Asset Management
United Kingdom
$2.96M -$62.6K -1,449 -2%
AAM
160
Augustine Asset Management
Florida
$2.93M +$33.6K +778 +1%
LSERS
161
Louisiana State Employees Retirement System
Louisiana
$2.92M +$64.8K +1,500 +2%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$2.88M -$48K -1,110 -2%
Nomura Asset Management
163
Nomura Asset Management
Japan
$2.84M +$63.1K +1,461 +2%
DT
164
Diversified Trust
Tennessee
$2.8M +$341K +7,881 +15%
ASRS
165
Arizona State Retirement System
Arizona
$2.79M +$7.95K +184 +0.3%
Citigroup
166
Citigroup
New York
$2.74M -$496K -11,486 -16%
AAF
167
Andra AP-fonden
Sweden
$2.73M -$6.51M -150,593 -72%
MAM
168
Mirabaud Asset Management
United Kingdom
$2.64M +$410K +9,497 +20%
FAF
169
Första AP-fonden
Sweden
$2.64M +$195K +4,500 +9%
Prudential Financial
170
Prudential Financial
New Jersey
$2.6M +$891K +20,610 +59%
OPERF
171
Oregon Public Employees Retirement Fund
Oregon
$2.51M -$321K -7,426 -12%
SOMRS
172
State of Michigan Retirement System
Michigan
$2.5M +$56.2K +1,300 +3%
KBC Group
173
KBC Group
Belgium
$2.48M -$3M -69,298 -57%
AAMU
174
AEGON Asset Management (UK)
United Kingdom
$2.46M -$726K -16,796 -24%
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$2.44M +$471K +10,908 +27%
5 6
7
8 9

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.