Carlyle Group
148 hedge funds and large institutions have $1.11B invested in Carlyle Group in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 23 closing their positions.
551% more call options, than puts
Call options by funds: $21.4M | Put options by funds: $3.29M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
32% more capital invested
Capital invested by funds: $838M → $1.11B (+$267M)
2.36% more ownership
Funds ownership: 42.1% → 44.46% (+2.4%)
9% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 43
3% less funds holding
Funds holding: 152 → 148 (-4)
13% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$70.3M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$13.1M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$9.05M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.27M |
| 5 |
FAM
Fred Alger Management
New York
|
+$5.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$20.8M |
| 2 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$14.9M |
| 3 |
PGH
Partners Group Holding
Baar-Zug,
Switzerland
|
-$7.21M |
| 4 |
AU
Algebris (UK)
London,
United Kingdom
|
-$6.3M |
| 5 |
Morgan Stanley
New York
|
-$4.56M |
CG Hedge Fund Activity: Q2 2019 in Review
148 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q2 2019, worth a combined $1.11B — up 32% from $838M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of CG and 20 opened new positions — a net loss of 3 holders — while 43 trimmed existing stakes and 47 added.
The largest buyer was JP Morgan Chase, adding an estimated $70.3M. The largest seller was Deutsche Bank, cutting an estimated $20.8M.
- 148 institutional investors held Carlyle Group (CG) as of Q2 2019, down from 152 in Q1 2019.
- Funds reported $1.11B of Carlyle Group stock for Q2 2019, up 32% quarter-over-quarter.
- 20 funds opened new Carlyle Group positions in Q2 2019 and 23 closed out, a net change of -3 holders.
- The largest Carlyle Group buyer in Q2 2019 was JP Morgan Chase, an estimated $70.3M added.
- The largest Carlyle Group seller in Q2 2019 was Deutsche Bank, an estimated $20.8M sold.
Based on aggregated 13F filings for Q2 2019.