Carlyle Group
460 hedge funds and large institutions have $9.8B invested in Carlyle Group in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 159 increasing their positions, 129 reducing their positions, and 31 closing their positions.
410% more call options, than puts
Call options by funds: $188M | Put options by funds: $36.9M
229% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 31
23% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 129
21% more capital invested
Capital invested by funds: $8.09B → $9.8B (+$1.71B)
16% more funds holding
Funds holding: 395 → 460 (+65)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
1.75% more ownership
Funds ownership: 48.29% → 50.04% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$340M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$155M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$96M |
| 4 |
Morgan Stanley
New York
|
+$64M |
| 5 |
Alkeon Capital Management
New York
|
+$59.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$98.7M |
| 2 |
SC
Samlyn Capital
New York
|
-$96.7M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$69.4M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$64.6M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$58.8M |
CG Hedge Fund Activity: Q4 2021 in Review
460 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q4 2021, worth a combined $9.8B — up 21% from $8.09B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new CG positions and 31 closed out — a net gain of 71 holders — while 159 added to existing stakes and 129 trimmed.
The largest buyer was BlackRock, adding an estimated $340M. The largest seller was Jane Street, cutting an estimated $98.7M.
- 460 institutional investors held Carlyle Group (CG) as of Q4 2021, up from 395 in Q3 2021.
- Funds reported $9.8B of Carlyle Group stock for Q4 2021, up 21% quarter-over-quarter.
- 102 funds opened new Carlyle Group positions in Q4 2021 and 31 closed out, a net change of +71 holders.
- The largest Carlyle Group buyer in Q4 2021 was BlackRock, an estimated $340M added.
- The largest Carlyle Group seller in Q4 2021 was Jane Street, an estimated $98.7M sold.
Based on aggregated 13F filings for Q4 2021.