Carlyle Group
396 hedge funds and large institutions have $6.59B invested in Carlyle Group in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 149 increasing their positions, 139 reducing their positions, and 66 closing their positions.
249% more call options, than puts
Call options by funds: $121M | Put options by funds: $34.7M
6% more capital invested
Capital invested by funds: $6.19B → $6.59B (+$398M)
2.2% more ownership
Funds ownership: 54.72% → 56.92% (+2.2%)
7% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 139
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
8% less funds holding
Funds holding: 430 → 396 (-34)
47% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$175M |
| 2 |
BlackRock
New York
|
+$97.6M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$78.6M |
| 4 |
AI
Ariel Investments
Chicago,
Illinois
|
+$70.5M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$29.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Samlyn Capital
New York
|
-$62.2M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$33.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$25.2M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
-$22.6M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$17.4M |
CG Hedge Fund Activity: Q2 2023 in Review
396 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q2 2023, worth a combined $6.59B — up 6.4% from $6.19B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of CG and 35 opened new positions — a net loss of 31 holders — while 139 trimmed existing stakes and 149 added.
The largest buyer was Capital World Investors, adding an estimated $175M. The largest seller was Samlyn Capital, exiting entirely with an estimated $62.2M sold.
- 396 institutional investors held Carlyle Group (CG) as of Q2 2023, down from 430 in Q1 2023.
- Funds reported $6.59B of Carlyle Group stock for Q2 2023, up 6.4% quarter-over-quarter.
- 35 funds opened new Carlyle Group positions in Q2 2023 and 66 closed out, a net change of -31 holders.
- The largest Carlyle Group buyer in Q2 2023 was Capital World Investors, an estimated $175M added.
- The largest Carlyle Group seller in Q2 2023 was Samlyn Capital, an estimated $62.2M sold.
Based on aggregated 13F filings for Q2 2023.