Carlyle Group
124 hedge funds and large institutions have $1.07B invested in Carlyle Group in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 16 closing their positions.
100% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 16
15% more funds holding
Funds holding: 108 → 124 (+16)
13% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 32
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4% less capital invested
Capital invested by funds: $1.12B → $1.07B (-$50.5M)
47% less call options, than puts
Call options by funds: $3.76M | Put options by funds: $7.06M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$53.3M |
| 2 |
Citigroup
New York
|
+$40.6M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$38.6M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$17.3M |
| 5 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$94.8M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$49.1M |
| 3 |
FAM
Fred Alger Management
New York
|
-$38.6M |
| 4 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$34.3M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$20.3M |
CG Hedge Fund Activity: Q1 2015 in Review
124 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q1 2015, worth a combined $1.07B — down 4.5% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new CG positions and 16 closed out — a net gain of 16 holders — while 36 added to existing stakes and 32 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $53.3M. The largest seller was Fidelity Investments, cutting an estimated $94.8M.
- 124 institutional investors held Carlyle Group (CG) as of Q1 2015, up from 108 in Q4 2014.
- Funds reported $1.07B of Carlyle Group stock for Q1 2015, down 4.5% quarter-over-quarter.
- 32 funds opened new Carlyle Group positions in Q1 2015 and 16 closed out, a net change of +16 holders.
- The largest Carlyle Group buyer in Q1 2015 was Morgan Stanley, an estimated $53.3M added.
- The largest Carlyle Group seller in Q1 2015 was Fidelity Investments, an estimated $94.8M sold.
Based on aggregated 13F filings for Q1 2015.