Carlyle Group Inc (NASDAQ:CG)
| 34.52 Delayed Data As of Nov 29 |  +0.09 / +0.26%Today’s Change | 25.20 Today|||52-Week Range 38.32 | +15.68% Year-to-Date |
Institutional investors purchased a net $1.4 million shares of CG during the quarter ended June 2019. This may signal that the smart money is gaining interest in this company as the 58.38% of the shares outstanding that institutional investors hold is among the lowest in the Investment Managers industry.
| Individual stakeholders | 34.42% |
| Other institutional | 29.68% |
| Mutual fund holders | 28.70% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 9/30/2023 | WILLIAM BLAIR INVESTMENT MANAGEM... Bought 3.5 Million shares of Carlyle Group Inc |
| 9/30/2023 | CAPITAL RESEARCH & MANAGEMENT CO... Bought 1.3 Million shares of Carlyle Group Inc |
| 9/30/2023 | BALYASNY ASSET MANAGEMENT LP Bought 1.1 Million shares of Carlyle Group Inc |
Top 10 Owners of Carlyle Group Inc
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| The Vanguard Group, Inc. | 6.29% | 22,650,695 | 623,800,140 | -1,430,003 | -5.94% |
| Capital Research & Management Co.... | 5.55% | 19,970,001 | 549,973,828 | +1,315,461 | +7.05% |
| Alkeon Capital Management LLC | 3.18% | 11,430,850 | 314,805,609 | -694,351 | -5.73% |
| Morgan Stanley & Co. LLC | 3.12% | 11,225,661 | 309,154,704 | -1,461,209 | -11.52% |
| Vulcan Value Partners LLC | 2.73% | 9,813,179 | 270,254,950 | -1,427,742 | -12.70% |
| BlackRock Fund Advisors | 2.55% | 9,182,655 | 252,890,319 | -149,880 | -1.61% |
| William Blair Investment Manageme... | 2.48% | 8,911,321 | 245,417,780 | +3,539,593 | +65.89% |
| BlackRock Advisors LLC | 1.95% | 7,016,796 | 193,242,562 | -606,281 | -7.95% |
| Ariel Investments LLC | 1.77% | 6,364,528 | 175,279,101 | +918,114 | +16.86% |
| Morgan Stanley Smith Barney LLC (... | 1.50% | 5,392,897 | 148,520,383 | -81,386 | -1.49% |
Top 10 Mutual Funds Holding Carlyle Group Inc
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| American Funds Income Fund of Ame... | 3.78% | 13,610,386 | 374,830,030 | +1,305,373 | +10.61% |
| Vanguard Total Stock Market ETF | 2.04% | 7,339,221 | 202,122,146 | +12,129 | +0.17% |
| Vanguard Small Cap Index Fund | 1.68% | 6,034,801 | 166,198,420 | +13,736 | +0.23% |
| Washington Mutual Investors Fund | 1.32% | 4,732,160 | 130,323,686 | +103,460 | +2.24% |
| BlackRock Equity Dividend Fund | 1.24% | 4,456,520 | 122,732,561 | +575,850 | +14.84% |
| Vanguard Small Cap Value Index Fu... | 1.17% | 4,200,312 | 115,676,592 | -16,380 | -0.39% |
| Government Pension Fund - Global ... | 0.94% | 3,381,555 | 93,128,025 | +1,801,349 | +113.99% |
| Vanguard Extended Market Index Fu... | 0.85% | 3,061,522 | 84,314,316 | +53,462 | +1.78% |
| Ariel Fund | 0.62% | 2,244,509 | 61,813,778 | +538,924 | +31.60% |
| Columbia Select Mid Cap Value Fun... | 0.51% | 1,835,676 | 50,554,517 | 0 | 0.00% |