Carlyle Group
485 hedge funds and large institutions have $9.25B invested in Carlyle Group in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 203 increasing their positions, 126 reducing their positions, and 61 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 126
51% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 61
5% more funds holding
Funds holding: 460 → 485 (+25)
3.09% more ownership
Funds ownership: 50.04% → 53.13% (+3.1%)
6% less capital invested
Capital invested by funds: $9.8B → $9.25B (-$554M)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
48% less call options, than puts
Call options by funds: $38M | Put options by funds: $73.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBLIC
Security Benefit Life Insurance Company
Topeka,
Kansas
|
+$200M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$184M |
| 3 |
Alkeon Capital Management
New York
|
+$123M |
| 4 |
Morgan Stanley
New York
|
+$97.8M |
| 5 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
+$75.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$83.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$75.9M |
| 3 |
SC
Samlyn Capital
New York
|
-$57.1M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$56.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$53.4M |
CG Hedge Fund Activity: Q1 2022 in Review
485 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q1 2022, worth a combined $9.25B — down 5.7% from $9.8B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new CG positions and 61 closed out — a net gain of 31 holders — while 203 added to existing stakes and 126 trimmed.
The largest buyer was Security Benefit Life Insurance Company, opening a new position worth an estimated $200M. The largest seller was Assenagon Asset Management, cutting an estimated $83.7M.
- 485 institutional investors held Carlyle Group (CG) as of Q1 2022, up from 460 in Q4 2021.
- Funds reported $9.25B of Carlyle Group stock for Q1 2022, down 5.7% quarter-over-quarter.
- 92 funds opened new Carlyle Group positions in Q1 2022 and 61 closed out, a net change of +31 holders.
- The largest Carlyle Group buyer in Q1 2022 was Security Benefit Life Insurance Company, an estimated $200M added.
- The largest Carlyle Group seller in Q1 2022 was Assenagon Asset Management, an estimated $83.7M sold.
Based on aggregated 13F filings for Q1 2022.