Carlyle Group
135 hedge funds and large institutions have $1.25B invested in Carlyle Group in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 11 closing their positions.
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
82% more call options, than puts
Call options by funds: $13.8M | Put options by funds: $7.57M
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
24% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 38
17% more capital invested
Capital invested by funds: $1.07B → $1.25B (+$178M)
9% more funds holding
Funds holding: 124 → 135 (+11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
+$126M |
| 2 |
Citigroup
New York
|
+$51.8M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$49.8M |
| 4 |
Neuberger Berman Group
New York
|
+$26.6M |
| 5 |
Goldman Sachs
New York
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$74.2M |
| 2 |
HC
Hawkins Capital
Houston,
Texas
|
-$21M |
| 3 |
RRC
Red Rocks Capital
Denver,
Colorado
|
-$17.1M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$14.1M |
| 5 |
HI
Honeywell International
Charlotte,
North Carolina
|
-$9.06M |
CG Hedge Fund Activity: Q2 2015 in Review
135 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q2 2015, worth a combined $1.25B — up 17% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new CG positions and 11 closed out — a net gain of 11 holders — while 47 added to existing stakes and 38 trimmed.
The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $126M. The largest seller was Fidelity Investments, cutting an estimated $74.2M.
- 135 institutional investors held Carlyle Group (CG) as of Q2 2015, up from 124 in Q1 2015.
- Funds reported $1.25B of Carlyle Group stock for Q2 2015, up 17% quarter-over-quarter.
- 22 funds opened new Carlyle Group positions in Q2 2015 and 11 closed out, a net change of +11 holders.
- The largest Carlyle Group buyer in Q2 2015 was Epoch Investment Partners, an estimated $126M added.
- The largest Carlyle Group seller in Q2 2015 was Fidelity Investments, an estimated $74.2M sold.
Based on aggregated 13F filings for Q2 2015.