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Carlyle Group
CG

521 hedge funds and large institutions have $9.82B invested in Carlyle Group in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 184 increasing their positions, 159 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $137M | Put options by funds: $54.2M

143% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 37

16% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 159

10% more funds holding

Funds holding: 472 → 521 (+49)

7% more capital invested

Capital invested by funds: $9.15B → $9.82B (+$666M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

4.5% less ownership

Funds ownership: 62.34% → 57.84% (-4.5%)

Holders
521
Holders Change
+49
Holders Change %
+10.38%
% of All Funds
7.51%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
90
Increased
184
Reduced
159
Closed
37
Calls
$137M
Puts
$54.2M
Net Calls
+$83.2M
Net Calls Change
+$2.81M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$131M
2
Boston Partners
Boston Partners
Massachusetts
+$101M
3
EAM
Eagle Asset Management
Florida
+$76.8M
4
FCM
Frontier Capital Management
Massachusetts
+$51.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$35.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$454M
2
BlackRock
BlackRock
New York
-$337M
3
Goldman Sachs
Goldman Sachs
New York
-$77.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$66.7M
5
AI
Ariel Investments
Illinois
-$65M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$1.1B -$337M -7,785,806 -25%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B -$66.7M -1,542,772 -6%
Capital World Investors
3
Capital World Investors
California
$941M +$3.44M +79,681 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$622M -$454M -10,500,822 -44%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$554M +$31.2M +721,608 +7%
Alkeon Capital Management
6
Alkeon Capital Management
New York
$406M +$32.4M +750,000 +9%
State Street
7
State Street
Massachusetts
$379M +$7.17M +165,809 +2%
VVP
8
Vulcan Value Partners
Alabama
$365M -$27.8M -642,603 -8%
AI
9
Ariel Investments
Illinois
$229M -$65M -1,504,398 -24%
BGC
10
Beutel, Goodman & Co
Ontario, Canada
$203M -$126K -2,912 -0.1%
Legal & General Group
11
Legal & General Group
United Kingdom
$182M +$1.76M +40,804 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$177M +$6.82M +157,848 +4%
Norges Bank
13
Norges Bank
Norway
$158M +$7.13M +164,868 +5%
Ameriprise
14
Ameriprise
Minnesota
$143M -$9.22M -213,377 -7%
Capital International Investors
15
Capital International Investors
California
$143M +$131M +3,037,959 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$125M -$2.46M -56,826 -2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$117M +$17.1M +395,265 +19%
Boston Partners
18
Boston Partners
Massachusetts
$109M +$101M +2,326,293 New
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$99.9M -$10.3M -239,046 -10%
ACM
20
Argent Capital Management
Missouri
$97.8M +$2.99M +69,097 +3%
FCM
21
Frontier Capital Management
Massachusetts
$94.5M +$51.6M +1,193,869 +145%
BAMCO Inc
22
BAMCO Inc
New York
$91.2M -$130K -3,000 -0.2%
Northern Trust
23
Northern Trust
Illinois
$84.7M -$5.48M -126,670 -7%
EAM
24
Eagle Asset Management
Florida
$82.5M +$76.8M +1,777,906 New
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$77.7M -$2.17M -50,140 -3%
1
2 3 4 5

CG Hedge Fund Activity: Q1 2024 in Review

521 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q1 2024, worth a combined $9.82B — up 7.3% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CG positions and 37 closed out — a net gain of 53 holders — while 184 added to existing stakes and 159 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $131M. The largest seller was Morgan Stanley, cutting an estimated $454M.

  • 521 institutional investors held Carlyle Group (CG) as of Q1 2024, up from 472 in Q4 2023.
  • Funds reported $9.82B of Carlyle Group stock for Q1 2024, up 7.3% quarter-over-quarter.
  • 90 funds opened new Carlyle Group positions in Q1 2024 and 37 closed out, a net change of +53 holders.
  • The largest Carlyle Group buyer in Q1 2024 was Capital International Investors, an estimated $131M added.
  • The largest Carlyle Group seller in Q1 2024 was Morgan Stanley, an estimated $454M sold.

Based on aggregated 13F filings for Q1 2024.