Carlyle Group
174 hedge funds and large institutions have $1.79B invested in Carlyle Group in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 42 closing their positions.
579% more call options, than puts
Call options by funds: $28.8M | Put options by funds: $4.24M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24% more capital invested
Capital invested by funds: $1.44B → $1.79B (+$347M)
5% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 42
1% less funds holding
Funds holding: 175 → 174 (-1)
8% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 53
3.71% less ownership
Funds ownership: 51.31% → 47.6% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$62.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$22.1M |
| 3 |
Goldman Sachs
New York
|
+$21.9M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$19.3M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alkeon Capital Management
New York
|
-$40.4M |
| 2 |
JP Morgan Chase
New York
|
-$23.8M |
| 3 |
N
Natixis
Paris,
France
|
-$20.6M |
| 4 |
CFM
Coronation Fund Managers
Cape Town,
South Africa
|
-$16.4M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$16.2M |
CG Hedge Fund Activity: Q4 2019 in Review
174 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q4 2019, worth a combined $1.79B — up 24% from $1.44B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new CG positions and 42 closed out — a net gain of 2 holders — while 49 added to existing stakes and 53 trimmed.
The largest buyer was Vulcan Value Partners, opening a new position worth an estimated $62.6M. The largest seller was Alkeon Capital Management, cutting an estimated $40.4M.
- 174 institutional investors held Carlyle Group (CG) as of Q4 2019, down from 175 in Q3 2019.
- Funds reported $1.79B of Carlyle Group stock for Q4 2019, up 24% quarter-over-quarter.
- 44 funds opened new Carlyle Group positions in Q4 2019 and 42 closed out, a net change of +2 holders.
- The largest Carlyle Group buyer in Q4 2019 was Vulcan Value Partners, an estimated $62.6M added.
- The largest Carlyle Group seller in Q4 2019 was Alkeon Capital Management, an estimated $40.4M sold.
Based on aggregated 13F filings for Q4 2019.