Carlyle Group
523 hedge funds and large institutions have $9.09B invested in Carlyle Group in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 208 increasing their positions, 171 reducing their positions, and 46 closing their positions.
206% more call options, than puts
Call options by funds: $118M | Put options by funds: $38.7M
26% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 46
22% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 171
8% more capital invested
Capital invested by funds: $8.43B → $9.09B (+$653M)
2% more funds holding
Funds holding: 514 → 523 (+9)
0.78% more ownership
Funds ownership: 58.38% → 59.16% (+0.78%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| 1 |
Norges Bank
Oslo,
Norway
|
+$101M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$71.6M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$64.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$52.2M |
| 5 |
Amundi
Paris,
France
|
+$36.7M |
Top Sellers
| 1 |
BlackRock
New York
|
-$57.1M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$45.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$31.4M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$29.7M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$29.6M |
CG Hedge Fund Activity: Q3 2024 in Review
523 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q3 2024, worth a combined $9.09B — up 7.7% from $8.43B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new CG positions and 46 closed out — a net gain of 12 holders — while 208 added to existing stakes and 171 trimmed.
The largest buyer was Norges Bank, adding an estimated $101M. The largest seller was BlackRock, cutting an estimated $57.1M.
- 523 institutional investors held Carlyle Group (CG) as of Q3 2024, up from 514 in Q2 2024.
- Funds reported $9.09B of Carlyle Group stock for Q3 2024, up 7.7% quarter-over-quarter.
- 58 funds opened new Carlyle Group positions in Q3 2024 and 46 closed out, a net change of +12 holders.
- The largest Carlyle Group buyer in Q3 2024 was Norges Bank, an estimated $101M added.
- The largest Carlyle Group seller in Q3 2024 was BlackRock, an estimated $57.1M sold.
Based on aggregated 13F filings for Q3 2024.