Carlyle Group
156 hedge funds and large institutions have $766M invested in Carlyle Group in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 26 closing their positions.
327% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $3.58M
1.03% more ownership
Funds ownership: 44.13% → 45.16% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 56
7% less funds holding
Funds holding: 167 → 156 (-11)
24% less capital invested
Capital invested by funds: $1.01B → $766M (-$247M)
42% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Natixis
Paris,
France
|
+$48.5M |
| 2 |
Alkeon Capital Management
New York
|
+$46.6M |
| 3 |
Morgan Stanley
New York
|
+$28.3M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$8.63M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$22.9M |
| 2 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$12.5M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$9.76M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$8.7M |
| 5 |
Jane Street
New York
|
-$7.79M |
CG Hedge Fund Activity: Q4 2018 in Review
156 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q4 2018, worth a combined $766M — down 24% from $1.01B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of CG and 15 opened new positions — a net loss of 11 holders — while 56 trimmed existing stakes and 56 added.
The largest buyer was Natixis, adding an estimated $48.5M. The largest seller was JP Morgan Chase, cutting an estimated $22.9M.
- 156 institutional investors held Carlyle Group (CG) as of Q4 2018, down from 167 in Q3 2018.
- Funds reported $766M of Carlyle Group stock for Q4 2018, down 24% quarter-over-quarter.
- 15 funds opened new Carlyle Group positions in Q4 2018 and 26 closed out, a net change of -11 holders.
- The largest Carlyle Group buyer in Q4 2018 was Natixis, an estimated $48.5M added.
- The largest Carlyle Group seller in Q4 2018 was JP Morgan Chase, an estimated $22.9M sold.
Based on aggregated 13F filings for Q4 2018.