Carlyle Group
113 hedge funds and large institutions have $1.42B invested in Carlyle Group in 2014 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 13 closing their positions.
171% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 17
131% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 13
27% more capital invested
Capital invested by funds: $1.12B → $1.42B (+$300M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
18% more funds holding
Funds holding: 96 → 113 (+17)
26% less call options, than puts
Call options by funds: $5.88M | Put options by funds: $7.97M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
+$90.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$81.5M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$56.5M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$30M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$26.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$78.2M |
| 2 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$30.7M |
| 3 |
LPLP
Lansdowne Partners Limited Partnership
London,
United Kingdom
|
-$10.8M |
| 4 |
EGM
Espalier Global Management
New York
|
-$8.02M |
| 5 |
ZDA
Zweig-DiMenna Associates
New York
|
-$7.48M |
CG Hedge Fund Activity: Q1 2014 in Review
113 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q1 2014, worth a combined $1.42B — up 27% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new CG positions and 13 closed out — a net gain of 17 holders — while 46 added to existing stakes and 17 trimmed.
The largest buyer was Fred Alger Management, adding an estimated $90.4M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $78.2M sold.
- 113 institutional investors held Carlyle Group (CG) as of Q1 2014, up from 96 in Q4 2013.
- Funds reported $1.42B of Carlyle Group stock for Q1 2014, up 27% quarter-over-quarter.
- 30 funds opened new Carlyle Group positions in Q1 2014 and 13 closed out, a net change of +17 holders.
- The largest Carlyle Group buyer in Q1 2014 was Fred Alger Management, an estimated $90.4M added.
- The largest Carlyle Group seller in Q1 2014 was TimesSquare Capital Management, an estimated $78.2M sold.
Based on aggregated 13F filings for Q1 2014.