Carlyle Group
96 hedge funds and large institutions have $1.12B invested in Carlyle Group in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 21 closing their positions.
53% more capital invested
Capital invested by funds: $732M → $1.12B (+$390M)
48% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 21
29% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 21
5% more funds holding
Funds holding: 91 → 96 (+5)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
80% less call options, than puts
Call options by funds: $3.1M | Put options by funds: $15.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$69.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.3M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$13.3M |
| 4 |
FAM
Fred Alger Management
New York
|
+$9.97M |
| 5 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$7.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$17.4M |
| 2 |
JCP
Jabre Capital Partners
Geneva,
Switzerland
|
-$9.86M |
| 3 |
Citigroup
New York
|
-$7.7M |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$7.35M |
| 5 |
HI
Honeywell International
Charlotte,
North Carolina
|
-$6.68M |
CG Hedge Fund Activity: Q4 2013 in Review
96 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q4 2013, worth a combined $1.12B — up 53% from $732M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new CG positions and 21 closed out — a net gain of 6 holders — while 31 added to existing stakes and 21 trimmed.
The largest buyer was Putnam Investments, adding an estimated $69.5M. The largest seller was Deutsche Bank, cutting an estimated $17.4M.
- 96 institutional investors held Carlyle Group (CG) as of Q4 2013, up from 91 in Q3 2013.
- Funds reported $1.12B of Carlyle Group stock for Q4 2013, up 53% quarter-over-quarter.
- 27 funds opened new Carlyle Group positions in Q4 2013 and 21 closed out, a net change of +6 holders.
- The largest Carlyle Group buyer in Q4 2013 was Putnam Investments, an estimated $69.5M added.
- The largest Carlyle Group seller in Q4 2013 was Deutsche Bank, an estimated $17.4M sold.
Based on aggregated 13F filings for Q4 2013.