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Carlyle Group

122 hedge funds and large institutions have $604M invested in Carlyle Group in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $3.51M

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

5% more funds holding

Funds holding: 116122 (+6)

8% less capital invested

Capital invested by funds: $655M → $604M (-$51.6M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
3.26%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
19
Increased
36
Reduced
31
Closed
12
Calls
$6.58M
Puts
$3.51M
Net Calls
+$3.07M
Net Calls Change
+$228K
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$92.9M +$3.79M +231,055 +4%
OFM
2
Okumus Fund Management
Cayman Islands
$81.1M -$35.1M -2,141,143 -30%
Morgan Stanley
3
Morgan Stanley
New York
$58.5M +$8.19M +500,033 +16%
SAC
4
Smith Affiliated Capital
New York
$32.5M
Goldman Sachs
5
Goldman Sachs
New York
$29.2M +$1.43M +87,478 +5%
UBS Group
6
UBS Group
Switzerland
$25.8M +$4.73M +288,839 +22%
AIM
7
Artemis Investment Management
United Kingdom
$23.6M +$4.03M +246,105 +20%
VSI
8
Verde Servicos Internacionais
Brazil
$20.2M -$368K -22,473 -2%
TGA
9
Trilogy Global Advisors
Florida
$17.2M -$1.13M -68,972 -6%
AFG
10
American Financial Group
Ohio
$17.1M -$5.6M -342,000 -25%
CFM
11
Coronation Fund Managers
South Africa
$15.2M +$15.3M +934,731 New
Deutsche Bank
12
Deutsche Bank
Germany
$14.6M +$1.27M +77,216 +9%
Bank of America
13
Bank of America
North Carolina
$14.2M +$296K +18,063 +2%
HC
14
Hawkins Capital
Texas
$11.1M
Citigroup
15
Citigroup
New York
$11.1M -$365K -22,275 -3%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$10.2M
HI
17
Honeywell International
North Carolina
$9.86M +$1.02M +62,400 +11%
VIP
18
Vantage Investment Partners
Missouri
$8.35M +$7.28M +444,200 +635%
PGH
19
Partners Group Holding
Switzerland
$8.1M
Skandinaviska Enskilda Banken (SEB)
20
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.93M -$3.11M -189,536 -31%
MG
21
Markel Group
Virginia
$6.67M +$197K +12,000 +3%
AIU
22
Algebris Investments (UK)
United Kingdom
$6.5M -$8.5M -518,994 -56%
JP Morgan Chase
23
JP Morgan Chase
New York
$5.83M +$2.97M +181,437 +102%
Wells Fargo
24
Wells Fargo
California
$5.22M +$1.85M +112,663 +54%
Invesco
25
Invesco
Georgia
$5.19M -$686K -41,853 -12%

CG Hedge Fund Activity: Q2 2016 in Review

122 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q2 2016, worth a combined $604M — down 7.9% from $655M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CG positions and 12 closed out — a net gain of 7 holders — while 36 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.19M. The largest seller was Okumus Fund Management, cutting an estimated $35.1M.

  • 122 institutional investors held Carlyle Group (CG) as of Q2 2016, up from 116 in Q1 2016.
  • Funds reported $604M of Carlyle Group stock for Q2 2016, down 7.9% quarter-over-quarter.
  • 19 funds opened new Carlyle Group positions in Q2 2016 and 12 closed out, a net change of +7 holders.
  • The largest Carlyle Group buyer in Q2 2016 was Morgan Stanley, an estimated $8.19M added.
  • The largest Carlyle Group seller in Q2 2016 was Okumus Fund Management, an estimated $35.1M sold.

Based on aggregated 13F filings for Q2 2016.