Carlyle Group
418 hedge funds and large institutions have $5.05B invested in Carlyle Group in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 181 increasing their positions, 125 reducing their positions, and 75 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 125
43% more call options, than puts
Call options by funds: $37M | Put options by funds: $25.9M
1.06% more ownership
Funds ownership: 52.99% → 54.06% (+1.1%)
6% less funds holding
Funds holding: 443 → 418 (-25)
17% less capital invested
Capital invested by funds: $6.06B → $5.05B (-$1.01B)
28% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 75
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$136M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$74.9M |
| 3 |
ACM
Argent Capital Management
St Louis,
Missouri
|
+$54.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$45.3M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$26.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$78.1M |
| 2 |
BlackRock
New York
|
-$70.4M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$60.1M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$52.7M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$40M |
CG Hedge Fund Activity: Q3 2022 in Review
418 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q3 2022, worth a combined $5.05B — down 17% from $6.06B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of CG and 54 opened new positions — a net loss of 21 holders — while 125 trimmed existing stakes and 181 added.
The largest buyer was Beutel, Goodman & Co, opening a new position worth an estimated $136M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $78.1M sold.
- 418 institutional investors held Carlyle Group (CG) as of Q3 2022, down from 443 in Q2 2022.
- Funds reported $5.05B of Carlyle Group stock for Q3 2022, down 17% quarter-over-quarter.
- 54 funds opened new Carlyle Group positions in Q3 2022 and 75 closed out, a net change of -21 holders.
- The largest Carlyle Group buyer in Q3 2022 was Beutel, Goodman & Co, an estimated $136M added.
- The largest Carlyle Group seller in Q3 2022 was Bank of Nova Scotia, an estimated $78.1M sold.
Based on aggregated 13F filings for Q3 2022.