Carlyle Group
293 hedge funds and large institutions have $3.93B invested in Carlyle Group in 2020 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 99 increasing their positions, 88 reducing their positions, and 33 closing their positions.
489% more call options, than puts
Call options by funds: $97.7M | Put options by funds: $16.6M
97% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 33
36% more capital invested
Capital invested by funds: $2.89B → $3.93B (+$1.04B)
13% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 88
12% more funds holding
Funds holding: 262 → 293 (+31)
1.79% more ownership
Funds ownership: 33.61% → 35.4% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$64.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$40.5M |
| 3 |
Millennium Management
New York
|
+$36M |
| 4 |
Morgan Stanley
New York
|
+$34.4M |
| 5 |
SC
Samlyn Capital
New York
|
+$32.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$99.4M |
| 2 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$14.2M |
| 3 |
Neuberger Berman Group
New York
|
-$8.84M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$7.34M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$6.49M |
CG Hedge Fund Activity: Q4 2020 in Review
293 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q4 2020, worth a combined $3.93B — up 36% from $2.89B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new CG positions and 33 closed out — a net gain of 32 holders — while 99 added to existing stakes and 88 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $64.9M. The largest seller was Capital World Investors, cutting an estimated $99.4M.
- 293 institutional investors held Carlyle Group (CG) as of Q4 2020, up from 262 in Q3 2020.
- Funds reported $3.93B of Carlyle Group stock for Q4 2020, up 36% quarter-over-quarter.
- 65 funds opened new Carlyle Group positions in Q4 2020 and 33 closed out, a net change of +32 holders.
- The largest Carlyle Group buyer in Q4 2020 was Capital Research Global Investors, an estimated $64.9M added.
- The largest Carlyle Group seller in Q4 2020 was Capital World Investors, an estimated $99.4M sold.
Based on aggregated 13F filings for Q4 2020.