Carlyle Group
443 hedge funds and large institutions have $6.06B invested in Carlyle Group in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 129 reducing their positions, and 89 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 129
0.14% less ownership
Funds ownership: 53.13% → 52.99% (-0.14%)
4% less call options, than puts
Call options by funds: $46.5M | Put options by funds: $48.4M
9% less funds holding
Funds holding: 485 → 443 (-42)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
34% less capital invested
Capital invested by funds: $9.25B → $6.06B (-$3.19B)
35% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$120M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$81.6M |
| 3 |
Morgan Stanley
New York
|
+$77.7M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$73.3M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$72.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$237M |
| 2 |
SC
Samlyn Capital
New York
|
-$91.8M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$63.1M |
| 4 |
SBLIC
Security Benefit Life Insurance Company
Topeka,
Kansas
|
-$60.2M |
| 5 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$60M |
CG Hedge Fund Activity: Q2 2022 in Review
443 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q2 2022, worth a combined $6.06B — down 34% from $9.25B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of CG and 58 opened new positions — a net loss of 31 holders — while 129 trimmed existing stakes and 203 added.
The largest buyer was Vanguard Group, adding an estimated $120M. The largest seller was Deutsche Bank, cutting an estimated $237M.
- 443 institutional investors held Carlyle Group (CG) as of Q2 2022, down from 485 in Q1 2022.
- Funds reported $6.06B of Carlyle Group stock for Q2 2022, down 34% quarter-over-quarter.
- 58 funds opened new Carlyle Group positions in Q2 2022 and 89 closed out, a net change of -31 holders.
- The largest Carlyle Group buyer in Q2 2022 was Vanguard Group, an estimated $120M added.
- The largest Carlyle Group seller in Q2 2022 was Deutsche Bank, an estimated $237M sold.
Based on aggregated 13F filings for Q2 2022.