Carlyle Group
136 hedge funds and large institutions have $732M invested in Carlyle Group in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 26 reducing their positions, and 18 closing their positions.
104% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 26
39% more capital invested
Capital invested by funds: $528M → $732M (+$204M)
17% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 18
4.54% more ownership
Funds ownership: 38.64% → 43.18% (+4.5%)
2% more funds holding
Funds holding: 133 → 136 (+3)
1% more call options, than puts
Call options by funds: $5.79M | Put options by funds: $5.72M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.4M |
| 2 |
Morgan Stanley
New York
|
+$13.4M |
| 3 |
Goldman Sachs
New York
|
+$7.9M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$7.89M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFM
Okumus Fund Management
Grand Cayman,
Cayman Islands
|
-$16.8M |
| 2 |
IG
ING Group
Amsterdam,
Netherlands
|
-$7.61M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$3.04M |
| 4 |
HC
Hawkins Capital
Houston,
Texas
|
-$2.23M |
| 5 |
CFM
Coronation Fund Managers
Cape Town,
South Africa
|
-$1.81M |
CG Hedge Fund Activity: Q2 2017 in Review
136 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q2 2017, worth a combined $732M — up 39% from $528M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CG positions and 18 closed out — a net gain of 3 holders — while 53 added to existing stakes and 26 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $22.4M. The largest seller was Okumus Fund Management, exiting entirely with an estimated $16.8M sold.
- 136 institutional investors held Carlyle Group (CG) as of Q2 2017, up from 133 in Q1 2017.
- Funds reported $732M of Carlyle Group stock for Q2 2017, up 39% quarter-over-quarter.
- 21 funds opened new Carlyle Group positions in Q2 2017 and 18 closed out, a net change of +3 holders.
- The largest Carlyle Group buyer in Q2 2017 was Fidelity Investments, an estimated $22.4M added.
- The largest Carlyle Group seller in Q2 2017 was Okumus Fund Management, an estimated $16.8M sold.
Based on aggregated 13F filings for Q2 2017.