We are live on ! Find out more
CG icon

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
Neuberger Berman Group
176
Neuberger Berman Group
New York
$2.41M -$249K -5,764 -10%
KAS
177
Kestra Advisory Services
Texas
$2.37M +$424K +9,798 +24%
TCM
178
Twin Capital Management
Pennsylvania
$2.36M -$219K -5,074 -9%
Toronto Dominion Bank
179
Toronto Dominion Bank
Ontario, Canada
$2.33M -$313K -7,241 -13%
Korea Investment Corp
180
Korea Investment Corp
South Korea
$2.27M +$233K +5,401 +13%
NMIMC
181
Northwestern Mutual Investment Management Company
Wisconsin
$2.27M +$5.45K +126 +0.3%
COPPSERS
182
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.25M +$5.1K +118 +0.2%
AIP
183
Ameritas Investment Partners
Nebraska
$2.24M -$15K -347 -0.7%
II
184
IFM Investors
Australia
$2.2M +$12.7K +293 +0.6%
SPIA
185
Steward Partners Investment Advisory
New York
$2.19M -$393K -9,085 -16%
New York State Teachers Retirement System (NYSTRS)
186
New York State Teachers Retirement System (NYSTRS)
New York
$2.17M +$562K +13,000 +39%
William Blair & Company
187
William Blair & Company
Illinois
$2.15M +$117K +2,715 +6%
Mariner
188
Mariner
Kansas
$2.14M +$71.2K +1,648 +4%
GC
189
GFG Capital
Florida
$2.1M +$286K +6,623 +17%
Victory Capital Management
190
Victory Capital Management
Texas
$2.09M -$17.5M -404,447 -90%
CII
191
Capital International Inc
California
$2.08M +$417K +9,638 +28%
State of Tennessee, Department of Treasury
192
State of Tennessee, Department of Treasury
Tennessee
$2.06M +$1.9M +43,900 New
GAM
193
Gotham Asset Management
New York
$2.06M – – –
NMERB
194
New Mexico Educational Retirement Board
New Mexico
$2.04M – – –
CANY
195
Caxton Associates (New York)
New York
$2.01M +$1.85M +42,799 New
DDPIC
196
Deroy & Devereaux Private Investment Counsel
Michigan
$1.99M +$1.83M +42,385 New
BFG
197
Bleakley Financial Group
New Jersey
$1.99M -$580K -13,423 -24%
SW
198
Simplicity Wealth
New Jersey
$1.99M +$1.83M +42,334 New
Balyasny Asset Management
199
Balyasny Asset Management
Illinois
$1.97M -$31.9M -737,367 -95%
DekaBank Deutsche Girozentrale
200
DekaBank Deutsche Girozentrale
Germany
$1.97M +$401K +9,273 +29%
6 7
8
9 10

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.