Carlyle Group
567 hedge funds and large institutions have $10.9B invested in Carlyle Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 191 increasing their positions, 188 reducing their positions, and 45 closing their positions.
206% more call options, than puts
Call options by funds: $149M | Put options by funds: $48.9M
113% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 45
83% more funds holding in top 10
Funds holding in top 10: 6 → 11 (+5)
20% more capital invested
Capital invested by funds: $9.09B → $10.9B (+$1.81B)
8% more funds holding
Funds holding: 525 → 567 (+42)
1.21% more ownership
Funds ownership: 59.12% → 60.33% (+1.2%)
2% more repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 188
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$215M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$162M |
| 3 |
BlackRock
New York
|
+$135M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$129M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$89.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alkeon Capital Management
New York
|
-$152M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$134M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$75.8M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$73.7M |
| 5 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$73.3M |
CG Hedge Fund Activity: Q4 2024 in Review
567 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Carlyle Group (CG) for Q4 2024, worth a combined $10.9B — up 20% from $9.09B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new CG positions and 45 closed out — a net gain of 51 holders — while 191 added to existing stakes and 188 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $215M. The largest seller was Alkeon Capital Management, cutting an estimated $152M.
- 567 institutional investors held Carlyle Group (CG) as of Q4 2024, up from 525 in Q3 2024.
- Funds reported $10.9B of Carlyle Group stock for Q4 2024, up 20% quarter-over-quarter.
- 96 funds opened new Carlyle Group positions in Q4 2024 and 45 closed out, a net change of +51 holders.
- The largest Carlyle Group buyer in Q4 2024 was Massachusetts Financial Services, an estimated $215M added.
- The largest Carlyle Group seller in Q4 2024 was Alkeon Capital Management, an estimated $152M sold.
Based on aggregated 13F filings for Q4 2024.