Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CARLYLE GROUP INC (CG)

598 + Investors. Track Smart Money conviction in CG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -22
Streak
2Q ▼
Buyers last Q
52%

Smart Money Signals — CG

Based on 600 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their CG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
600 hedge funds hold CG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+78 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

320 buying299 selling
Last quarter: 320 funds bought or added vs 299 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~80 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 93 → 118 → 85 → 80. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 20% new
364 out of 600 hedge funds have held CG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -4%, value -23%

Value
-22%
Shares
-3%
Last quarter: funds added -4% more shares while total portfolio value only changed -23%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

60 → 93 → 118 → 85 → 80 new funds/Q
New funds entering each quarter: 93 → 118 → 85 → 80. CG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 11% 1-2yr ■ 25% new
Of 624 current holders: 404 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
59 of 600 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in CG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CG

In 2026 Q1, 320 hedge funds were net buyers of CG (80 opened a new position, 240 added to an existing one), while 299 reduced or exited (197 trimmed, 102 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 45% of total institutional value in CG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -22 funds (more exits than new entries). Total institutional holders: 600.

Hedge Fund Ownership: CG

How many hedge funds hold CG — quarterly history vs. share price
Quarterly hedge fund ownership of CG vs. share price

Market Analysis: CG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy CARLYLE GROUP INC (CG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CG has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 52d ago
CG
-4.6%
XLF
+4.6%

CG outperformed XLF by -9.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 7d ago
CG
-5.3%
XLF
+1.1%

Since the filing became public, CG outperformed XLF by -6.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

42 top-rated funds 4 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: CG
598 + Investors

Track Smart Money conviction in CG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 598 622 -3.86%
13F Shares 224M 233M -3.81%
Total Value $10.61B $13.77B -22.9%
New Positions 79 85 -6
Increased Positions 234 198 +36
Closed Positions 103 88 +15
Reduced Positions 185 227 -42
Total Calls 17 14 21.43%
Total Puts 13 11 18.18%
PUT/CALL Ratio 0.76 0.79 Neutral

Statistics: CG

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

598 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of CG — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ALGEBRIS (UK) LTD 4.53% 1,295,034 $62.6M
2 SIRIOS CAPITAL MANAGEMENT L P 3.18% 542,251 $26.2M
3 SMH CAPITAL ADVISORS INC 2.77% 911 $911K
4 REGENTS OF THE UNIVERSITY OF CALIFORNIA 2.59% 1,516,016 $73.4M
5 Valiant Capital Management, L.P. 2.22% 800,000 $38.7M
6 ARIEL INVESTMENTS, LLC 2.16% 3,981,757 $192.7M
7 FRANKLIN STREET ADVISORS INC /NC 1.97% 663,226 $32.1M
8 Kerusso Capital Management LLC 1.96% 80,756 $3.9M
9 Sargent Investment Group, LLC 1.94% 303,683 $14.7M
10 Gator Capital Management, LLC 1.89% 191,195 $9.3M
11 Allen Mooney & Barnes Investment Advisors LLC 1.80% 258,736 $12.5M
12 Buckland Partners Management Co LLC 1.60% 54,400 $2.6M
13 Davis Asset Management, L.P. 1.58% 1,131,000 $54.7M
14 WINSLOW ASSET MANAGEMENT INC 1.36% 145,118 $7K
15 Lalia Capital, LLC 1.28% 42,000 $2.0M
16 GARRISON BRADFORD & ASSOCIATES INC 1.24% 22,643 $1.1M
17 HARRIS ASSOCIATES L P 1.07% 16,583,907 $802.5M
18 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.01% 6,301,109 $304.9M
19 PRIVATE MANAGEMENT GROUP INC 0.96% 691,425 $33.5M
20 Prana Capital Management, LP 0.96% 650,586 $31.5M
21 Galvin, Gaustad & Stein, LLC 0.87% 223,719 $10.8M
22 one8zero8, LLC 0.80% 74,130 $3.6M
23 GFG Capital, LLC 0.77% 49,811 $2.4M
24 AUGUSTINE ASSET MANAGEMENT INC 0.68% 62,399 $3.0M
25 Stonegate Management LLC 0.66% 16,000 $1.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CARLYLE GROUP INC (CG)

What does the Smart Money Trend signal show for CG?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their CG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CG?

Slight buying edge — 52% buying: Last quarter: 320 funds bought or added vs 299 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CG holders?

Elite ownership — 45% AUM from top-100 funds: 59 of 600 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in CG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CG?

61% of holders stayed for 2+ years: 364 out of 600 hedge funds have held CG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy CARLYLE GROUP INC (CG) following the 2026 Q1 hedge fund 13F filings?

As of today, CG has moved -5.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the XLF sector ETF — an outperformance of -6.4%. Since the quarter end (March 31, 2026), CG has gained -4.6% vs +4.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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