Carlyle Group
175 hedge funds and large institutions have $1.44B invested in Carlyle Group in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 44 reducing their positions, and 8 closing their positions.
338% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 8
142% more call options, than puts
Call options by funds: $21.6M | Put options by funds: $8.92M
36% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 44
31% more capital invested
Capital invested by funds: $1.11B → $1.44B (+$338M)
18% more funds holding
Funds holding: 148 → 175 (+27)
6.84% more ownership
Funds ownership: 44.46% → 51.31% (+6.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$67.3M |
| 2 |
Neuberger Berman Group
New York
|
+$39.1M |
| 3 |
Jane Street
New York
|
+$26.4M |
| 4 |
Morgan Stanley
New York
|
+$20.7M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$22.5M |
| 2 |
AU
Algebris (UK)
London,
United Kingdom
|
-$18.4M |
| 3 |
JP Morgan Chase
New York
|
-$16.3M |
| 4 |
AFG
American Financial Group
Cincinnati,
Ohio
|
-$12.6M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$9.95M |
CG Hedge Fund Activity: Q3 2019 in Review
175 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q3 2019, worth a combined $1.44B — up 31% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new CG positions and 8 closed out — a net gain of 27 holders — while 60 added to existing stakes and 44 trimmed.
The largest buyer was Invesco, adding an estimated $67.3M. The largest seller was Bramshill Investments, cutting an estimated $22.5M.
- 175 institutional investors held Carlyle Group (CG) as of Q3 2019, up from 148 in Q2 2019.
- Funds reported $1.44B of Carlyle Group stock for Q3 2019, up 31% quarter-over-quarter.
- 35 funds opened new Carlyle Group positions in Q3 2019 and 8 closed out, a net change of +27 holders.
- The largest Carlyle Group buyer in Q3 2019 was Invesco, an estimated $67.3M added.
- The largest Carlyle Group seller in Q3 2019 was Bramshill Investments, an estimated $22.5M sold.
Based on aggregated 13F filings for Q3 2019.