Carlyle Group
430 hedge funds and large institutions have $6.19B invested in Carlyle Group in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 141 increasing their positions, 157 reducing their positions, and 63 closing their positions.
11% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 63
4% more capital invested
Capital invested by funds: $5.97B → $6.19B (+$224M)
0% less funds holding
Funds holding: 431 → 430 (-1)
0.25% less ownership
Funds ownership: 54.98% → 54.72% (-0.25%)
10% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 157
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
43% less call options, than puts
Call options by funds: $55M | Put options by funds: $95.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$348M |
| 2 |
BlackRock
New York
|
+$174M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$106M |
| 4 |
SC
Samlyn Capital
New York
|
+$66.8M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$54.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$160M |
| 2 |
N
Natixis
Paris,
France
|
-$128M |
| 3 |
Millennium Management
New York
|
-$67.2M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$60.4M |
| 5 |
Goldman Sachs
New York
|
-$50.8M |
CG Hedge Fund Activity: Q1 2023 in Review
430 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q1 2023, worth a combined $6.19B — up 3.7% from $5.97B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new CG positions and 63 closed out — a net gain of 7 holders — while 141 added to existing stakes and 157 trimmed.
The largest buyer was Capital World Investors, adding an estimated $348M. The largest seller was Morgan Stanley, cutting an estimated $160M.
- 430 institutional investors held Carlyle Group (CG) as of Q1 2023, down from 431 in Q4 2022.
- Funds reported $6.19B of Carlyle Group stock for Q1 2023, up 3.7% quarter-over-quarter.
- 70 funds opened new Carlyle Group positions in Q1 2023 and 63 closed out, a net change of +7 holders.
- The largest Carlyle Group buyer in Q1 2023 was Capital World Investors, an estimated $348M added.
- The largest Carlyle Group seller in Q1 2023 was Morgan Stanley, an estimated $160M sold.
Based on aggregated 13F filings for Q1 2023.