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Carlyle Group
CG

523 hedge funds and large institutions have $9.09B invested in Carlyle Group in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 208 increasing their positions, 171 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $118M | Put options by funds: $38.7M

26% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 46

22% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 171

8% more capital invested

Capital invested by funds: $8.43B → $9.09B (+$653M)

2% more funds holding

Funds holding: 514 → 523 (+9)

0.78% more ownership

Funds ownership: 58.38% → 59.16% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
523
Holders Change
+9
Holders Change %
+1.75%
% of All Funds
7.51%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
58
Increased
208
Reduced
171
Closed
46
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$19M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$101M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$71.6M
3
Boston Partners
Boston Partners
Massachusetts
+$64.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$52.2M
5
Amundi
Amundi
France
+$36.7M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$57.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$45.2M
3
Ameriprise
Ameriprise
Minnesota
-$31.4M
4
VVP
Vulcan Value Partners
Alabama
-$29.7M
5
FCM
Frontier Capital Management
Massachusetts
-$29.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
151
Kerusso Capital Management
North Carolina
$2.91M +$172K +4,095 +6%
ASRS
152
Arizona State Retirement System
Arizona
$2.89M +$108K +2,571 +4%
CBA
153
Coastal Bridge Advisors
Connecticut
$2.88M – – –
HSBC Holdings
154
HSBC Holdings
United Kingdom
$2.87M +$214K +5,094 +8%
WSCM
155
Wellington Shields Capital Management
New York
$2.81M +$58.4K +1,391 +2%
American Century Companies
156
American Century Companies
Missouri
$2.81M -$1.54M -36,782 -36%
Walleye Trading
157
Walleye Trading
New York
$2.8M -$337K -8,044 -11%
Royal London Asset Management
158
Royal London Asset Management
United Kingdom
$2.73M – – –
APF
159
Alaska Permanent Fund
Alaska
$2.73M – – –
AAM
160
Augustine Asset Management
Florida
$2.71M +$3.1K +74 +0.1%
Handelsbanken Fonder
161
Handelsbanken Fonder
Sweden
$2.7M +$1.07M +25,400 +68%
SC
162
Sierra Capital
Florida
$2.65M +$1.41M +33,559 +120%
Neuberger Berman Group
163
Neuberger Berman Group
New York
$2.6M -$93K -2,216 -4%
DT
164
Diversified Trust
Tennessee
$2.57M -$1.89K -45 -0.1%
ANTB
165
AMG National Trust Bank
Colorado
$2.55M -$1.62M -38,715 -40%
LSERS
166
Louisiana State Employees Retirement System
Louisiana
$2.51M -$117K -2,800 -5%
Toronto Dominion Bank
167
Toronto Dominion Bank
Ontario, Canada
$2.49M +$316K +7,533 +15%
Corient Private Wealth
168
Corient Private Wealth
Florida
$2.36M +$499K +11,883 +28%
KBC Group
169
KBC Group
Belgium
$2.35M +$43K +1,024 +2%
KAS
170
Kestra Advisory Services
Texas
$2.33M +$33.4K +796 +1%
TCM
171
Teza Capital Management
Illinois
$2.29M -$225K -5,353 -9%
AGDI
172
Absolute Gestao de Investimentos
Brazil
$2.28M +$2.22M +52,894 New
TCM
173
Twin Capital Management
Pennsylvania
$2.21M -$19.5K -465 -0.9%
CII
174
Capital International Inc
California
$2.17M +$250K +5,953 +13%
SOMRS
175
State of Michigan Retirement System
Michigan
$2.15M -$88.1K -2,100 -4%
5 6
7
8 9

CG Hedge Fund Activity: Q3 2024 in Review

523 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q3 2024, worth a combined $9.09B — up 7.7% from $8.43B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new CG positions and 46 closed out — a net gain of 12 holders — while 208 added to existing stakes and 171 trimmed.

The largest buyer was Norges Bank, adding an estimated $101M. The largest seller was BlackRock, cutting an estimated $57.1M.

  • 523 institutional investors held Carlyle Group (CG) as of Q3 2024, up from 514 in Q2 2024.
  • Funds reported $9.09B of Carlyle Group stock for Q3 2024, up 7.7% quarter-over-quarter.
  • 58 funds opened new Carlyle Group positions in Q3 2024 and 46 closed out, a net change of +12 holders.
  • The largest Carlyle Group buyer in Q3 2024 was Norges Bank, an estimated $101M added.
  • The largest Carlyle Group seller in Q3 2024 was BlackRock, an estimated $57.1M sold.

Based on aggregated 13F filings for Q3 2024.