Carlyle Group
152 hedge funds and large institutions have $878M invested in Carlyle Group in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 18 closing their positions.
100% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 18
20% more capital invested
Capital invested by funds: $732M → $878M (+$146M)
17% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 42
14% more call options, than puts
Call options by funds: $11.5M | Put options by funds: $10M
12% more funds holding
Funds holding: 136 → 152 (+16)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.31% less ownership
Funds ownership: 43.18% → 40.87% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$58.9M |
| 2 |
Renaissance Technologies
New York
|
+$15.9M |
| 3 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$7.93M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$7.59M |
| 5 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
+$5.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$37.8M |
| 2 |
AA
ALPS Advisors
Denver,
Colorado
|
-$12.5M |
| 3 |
HI
Honeywell International
Charlotte,
North Carolina
|
-$8.51M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.98M |
| 5 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$7.16M |
CG Hedge Fund Activity: Q3 2017 in Review
152 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q3 2017, worth a combined $878M — up 20% from $732M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new CG positions and 18 closed out — a net gain of 18 holders — while 49 added to existing stakes and 42 trimmed.
The largest buyer was Bank of America, adding an estimated $58.9M. The largest seller was Goldman Sachs, cutting an estimated $37.8M.
- 152 institutional investors held Carlyle Group (CG) as of Q3 2017, up from 136 in Q2 2017.
- Funds reported $878M of Carlyle Group stock for Q3 2017, up 20% quarter-over-quarter.
- 36 funds opened new Carlyle Group positions in Q3 2017 and 18 closed out, a net change of +18 holders.
- The largest Carlyle Group buyer in Q3 2017 was Bank of America, an estimated $58.9M added.
- The largest Carlyle Group seller in Q3 2017 was Goldman Sachs, an estimated $37.8M sold.
Based on aggregated 13F filings for Q3 2017.