Carlyle Group
108 hedge funds and large institutions have $1.12B invested in Carlyle Group in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 23 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 31
9% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 23
1% less funds holding
Funds holding: 109 → 108 (-1)
9% less capital invested
Capital invested by funds: $1.23B → $1.12B (-$111M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
68% less call options, than puts
Call options by funds: $4.34M | Put options by funds: $13.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
+$27.7M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$15M |
| 3 |
Neuberger Berman Group
New York
|
+$14.3M |
| 4 |
IG
ING Group
Amsterdam,
Netherlands
|
+$10.5M |
| 5 |
Morgan Stanley
New York
|
+$9.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$39M |
| 2 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$25.9M |
| 3 |
BMO
Beck Mack & Oliver
New York
|
-$20.5M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$6.13M |
| 5 |
SRCM
Swift Run Capital Management
Charlottesville,
Virginia
|
-$4.64M |
CG Hedge Fund Activity: Q4 2014 in Review
108 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q4 2014, worth a combined $1.12B — down 9% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new CG positions and 23 closed out — a net gain of 2 holders — while 35 added to existing stakes and 31 trimmed.
The largest buyer was Fred Alger Management, adding an estimated $27.7M. The largest seller was Putnam Investments, cutting an estimated $39M.
- 108 institutional investors held Carlyle Group (CG) as of Q4 2014, down from 109 in Q3 2014.
- Funds reported $1.12B of Carlyle Group stock for Q4 2014, down 9% quarter-over-quarter.
- 25 funds opened new Carlyle Group positions in Q4 2014 and 23 closed out, a net change of +2 holders.
- The largest Carlyle Group buyer in Q4 2014 was Fred Alger Management, an estimated $27.7M added.
- The largest Carlyle Group seller in Q4 2014 was Putnam Investments, an estimated $39M sold.
Based on aggregated 13F filings for Q4 2014.