Carlyle Group
414 hedge funds and large institutions have $6.23B invested in Carlyle Group in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 143 increasing their positions, 140 reducing their positions, and 31 closing their positions.
280% more call options, than puts
Call options by funds: $119M | Put options by funds: $31.2M
71% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 31
5% more funds holding
Funds holding: 396 → 414 (+18)
2% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 140
0.42% more ownership
Funds ownership: 56.92% → 57.34% (+0.42%)
5% less capital invested
Capital invested by funds: $6.59B → $6.23B (-$361M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$114M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$42.4M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$36.1M |
| 4 |
SH
SeaTown Holdings
Singapore
|
+$32M |
| 5 |
AI
Ariel Investments
Chicago,
Illinois
|
+$29.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$49.5M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$46M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$45.5M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$32.1M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$28.9M |
CG Hedge Fund Activity: Q3 2023 in Review
414 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q3 2023, worth a combined $6.23B — down 5.5% from $6.59B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new CG positions and 31 closed out — a net gain of 22 holders — while 143 added to existing stakes and 140 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $114M. The largest seller was Morgan Stanley, cutting an estimated $49.5M.
- 414 institutional investors held Carlyle Group (CG) as of Q3 2023, up from 396 in Q2 2023.
- Funds reported $6.23B of Carlyle Group stock for Q3 2023, down 5.5% quarter-over-quarter.
- 53 funds opened new Carlyle Group positions in Q3 2023 and 31 closed out, a net change of +22 holders.
- The largest Carlyle Group buyer in Q3 2023 was William Blair Investment Management, an estimated $114M added.
- The largest Carlyle Group seller in Q3 2023 was Morgan Stanley, an estimated $49.5M sold.
Based on aggregated 13F filings for Q3 2023.