Carlyle Group
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$131M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$101M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$76.8M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$51.6M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$35.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$454M |
| 2 |
BlackRock
New York
|
-$337M |
| 3 |
Goldman Sachs
New York
|
-$77.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$66.7M |
| 5 |
AI
Ariel Investments
Chicago,
Illinois
|
-$65M |
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.