Carlyle Group
133 hedge funds and large institutions have $560M invested in Carlyle Group in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 11 closing their positions.
109% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 11
22% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 37
8% more funds holding
Funds holding: 123 → 133 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $583M → $560M (-$23.9M)
4.22% less ownership
Funds ownership: 42.86% → 38.64% (-4.2%)
43% less call options, than puts
Call options by funds: $4.07M | Put options by funds: $7.17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$13.8M |
| 2 |
IG
ING Group
Amsterdam,
Netherlands
|
+$7.82M |
| 3 |
CFM
Coronation Fund Managers
Cape Town,
South Africa
|
+$6.13M |
| 4 |
LCP
LGT Capital Partners
Pfaeffikon,
Switzerland
|
+$4.02M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFM
Okumus Fund Management
Grand Cayman,
Cayman Islands
|
-$38.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$11.5M |
| 3 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$8.64M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
-$6.5M |
| 5 |
Citigroup
New York
|
-$5.01M |
CG Hedge Fund Activity: Q1 2017 in Review
133 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q1 2017, worth a combined $560M — down 4.1% from $583M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CG positions and 11 closed out — a net gain of 12 holders — while 45 added to existing stakes and 37 trimmed.
The largest buyer was Artemis Investment Management, adding an estimated $13.8M. The largest seller was Okumus Fund Management, cutting an estimated $38.3M.
- 133 institutional investors held Carlyle Group (CG) as of Q1 2017, up from 123 in Q4 2016.
- Funds reported $560M of Carlyle Group stock for Q1 2017, down 4.1% quarter-over-quarter.
- 23 funds opened new Carlyle Group positions in Q1 2017 and 11 closed out, a net change of +12 holders.
- The largest Carlyle Group buyer in Q1 2017 was Artemis Investment Management, an estimated $13.8M added.
- The largest Carlyle Group seller in Q1 2017 was Okumus Fund Management, an estimated $38.3M sold.
Based on aggregated 13F filings for Q1 2017.