Carlyle Group Inc (NASDAQ:CG)
| 27.95 Delayed Data As of May 26 |  +0.27 / +0.98%Today’s Change | 24.59 Today|||52-Week Range 40.73 | -6.33% Year-to-Date |
Institutional investors purchased a net $1.8 million shares of CG during the quarter ended June 2019. This may signal that the smart money is gaining interest in this company as the 56.23% of the shares outstanding that institutional investors hold is among the lowest in the Investment Managers industry.
| Individual stakeholders | 34.01% |
| Other institutional | 30.37% |
| Mutual fund holders | 25.86% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 3/31/2023 | CAPITAL RESEARCH & MANAGEMENT CO... Bought 10.4 Million shares of Carlyle Group Inc |
| 3/31/2023 | BLACKROCK ADVISORS LLC Bought 4.7 Million shares of Carlyle Group Inc |
| 3/31/2023 | COLUMBIA MANAGEMENT INVESTMENT A... Bought 3.2 Million shares of Carlyle Group Inc |
Top 10 Owners of Carlyle Group Inc
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| The Vanguard Group, Inc. | 6.85% | 24,947,617 | 756,661,224 | +426,596 | +1.74% |
| Morgan Stanley & Co. LLC | 3.60% | 13,095,365 | 397,182,420 | -2,242,937 | -14.62% |
| Capital Research & Management Co.... | 3.48% | 12,661,344 | 384,018,564 | +10,444,344 | +471.10% |
| Alkeon Capital Management LLC | 3.46% | 12,603,933 | 382,277,288 | -521,228 | -3.97% |
| Vulcan Value Partners LLC | 3.17% | 11,553,844 | 350,428,089 | -1,083,709 | -8.58% |
| BlackRock Fund Advisors | 2.36% | 8,581,643 | 260,281,232 | +40,351 | +0.47% |
| BlackRock Advisors LLC | 1.50% | 5,470,257 | 165,912,895 | +4,728,759 | +637.73% |
| Morgan Stanley Smith Barney LLC (... | 1.46% | 5,324,917 | 161,504,733 | -2,701,739 | -33.66% |
| SSgA Funds Management, Inc. | 1.42% | 5,153,604 | 156,308,809 | +83,702 | +1.65% |
| William Blair Investment Manageme... | 1.24% | 4,502,813 | 136,570,318 | +1,644,005 | +57.51% |
Top 10 Mutual Funds Holding Carlyle Group Inc
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | 2.17% | 7,912,189 | 239,976,692 | +29,040 | +0.37% |
| American Funds Income Fund of Ame... | 2.08% | 7,588,723 | 230,165,969 | +5,371,723 | +242.30% |
| Vanguard Small Cap Index Fund | 1.83% | 6,669,780 | 202,294,427 | -1,632 | -0.02% |
| Vanguard Small Cap Value Index Fu... | 1.29% | 4,678,589 | 141,901,604 | -720 | -0.02% |
| Washington Mutual Investors Fund | 1.15% | 4,180,000 | 126,779,400 | +4,180,000 | -- |
| Government Pension Fund - Global ... | 0.93% | 3,381,555 | 102,562,563 | +1,801,349 | +113.99% |
| Vanguard Extended Market Index Fu... | 0.83% | 3,033,757 | 92,013,850 | -5,612 | -0.18% |
| BlackRock Equity Dividend Fund | 0.66% | 2,399,760 | 72,784,721 | +2,399,760 | -- |
| Baron Growth Fund | 0.46% | 1,670,000 | 50,651,100 | 0 | 0.00% |
| Columbia Select Mid Cap Value Fun... | 0.45% | 1,650,000 | 50,044,500 | 0 | 0.00% |