Carlyle Group
196 hedge funds and large institutions have $55.2B invested in Carlyle Group in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 48 closing their positions.
2,982% more capital invested
Capital invested by funds: $1.79B → $55.2B (+$53.4B)
482% more call options, than puts
Call options by funds: $53.1M | Put options by funds: $9.13M
50% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 48
13% more funds holding
Funds holding: 174 → 196 (+22)
2% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 49
23.97% less ownership
Funds ownership: 47.6% → 23.62% (-24%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$659M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$152M |
| 3 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$97.9M |
| 4 |
Millennium Management
New York
|
+$56.1M |
| 5 |
Alkeon Capital Management
New York
|
+$49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$89M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$87.3M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$75M |
| 4 |
JP Morgan Chase
New York
|
-$61M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$61M |
CG Hedge Fund Activity: Q1 2020 in Review
196 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q1 2020, worth a combined $55.2B — up 2,982% from $1.79B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new CG positions and 48 closed out — a net gain of 24 holders — while 50 added to existing stakes and 49 trimmed.
The largest buyer was Vulcan Value Partners, adding an estimated $659M. The largest seller was Morgan Stanley, cutting an estimated $89M.
- 196 institutional investors held Carlyle Group (CG) as of Q1 2020, up from 174 in Q4 2019.
- Funds reported $55.2B of Carlyle Group stock for Q1 2020, up 2,982% quarter-over-quarter.
- 72 funds opened new Carlyle Group positions in Q1 2020 and 48 closed out, a net change of +24 holders.
- The largest Carlyle Group buyer in Q1 2020 was Vulcan Value Partners, an estimated $659M added.
- The largest Carlyle Group seller in Q1 2020 was Morgan Stanley, an estimated $89M sold.
Based on aggregated 13F filings for Q1 2020.