Carlyle Group
152 hedge funds and large institutions have $838M invested in Carlyle Group in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 19 closing their positions.
107% more call options, than puts
Call options by funds: $13.5M | Put options by funds: $6.51M
24% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 46
10% more capital invested
Capital invested by funds: $761M → $838M (+$78M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 19
3% less funds holding
Funds holding: 156 → 152 (-4)
3.06% less ownership
Funds ownership: 45.16% → 42.1% (-3.1%)
Top Buyers
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$12.2M |
| 2 |
Alkeon Capital Management
New York
|
+$9.06M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$8.06M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.26M |
| 5 |
JP Morgan Chase
New York
|
+$5.12M |
Top Sellers
CG Hedge Fund Activity: Q1 2019 in Review
152 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q1 2019, worth a combined $838M — up 10% from $761M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of CG and 18 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 57 added.
The largest buyer was Bramshill Investments, adding an estimated $12.2M. The largest seller was Natixis, cutting an estimated $36.7M.
- 152 institutional investors held Carlyle Group (CG) as of Q1 2019, down from 156 in Q4 2018.
- Funds reported $838M of Carlyle Group stock for Q1 2019, up 10% quarter-over-quarter.
- 18 funds opened new Carlyle Group positions in Q1 2019 and 19 closed out, a net change of -1 holder.
- The largest Carlyle Group buyer in Q1 2019 was Bramshill Investments, an estimated $12.2M added.
- The largest Carlyle Group seller in Q1 2019 was Natixis, an estimated $36.7M sold.
Based on aggregated 13F filings for Q1 2019.