Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Carlyle Group Inc (CG)

578 + 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
↓ -20
Streak
2Q ▼
Buyers last Q
52%

Smart Money Signals — CG

Based on 603 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
603 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 — +16% more funds vs a year ago

fund count last 6Q
+81 new funds entered over the past year (+16% 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 buying300 selling
Last quarter: 320 funds bought or added vs 300 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: 94 → 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 ■ 19% new
366 out of 603 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 -3%, value -22%

Value
-22%
Shares
-3%
Last quarter: funds added -3% more shares while total portfolio value only changed -22%. 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 → 94 → 118 → 85 → 80 new funds/Q
New funds entering each quarter: 94 → 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.
🏛️

Veteran-anchored — 65% veterans vs 24% newcomers

■ 65% veterans ■ 11% 1-2yr ■ 24% new
Entry-cohort mix of 627 holders: 407 (65%) are 2+ year veterans, 67 entered 1–2 years ago, and 153 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
60 of 596 holders are among the 100 largest funds by AUM, controlling 59% 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 300 reduced or exited (200 trimmed, 100 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 59% of total institutional value in CG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -20 funds (more exits than new entries). Total institutional holders: 603.

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 Q2 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 June 30, 2026 · 53d ago
CG
+17.2%
XLF
+7.2%

CG outperformed XLF by +10.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 8d ago
CG
+0.9%
XLF
-1.2%

Since the filing became public, CG outperformed XLF by +2.1% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 3 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: CG
578 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 578 603 -4.15%
13F Shares 240M 225M 6.35%
Total Value $9.92B $10.67B -6.99%
New Positions 69 80 -11
Increased Positions 228 234 -6
Closed Positions 92 100 -8
Reduced Positions 194 189 +5
Total Calls 13 17 -23.53%
Total Puts 16 13 23.08%
PUT/CALL Ratio 1.23 0.76 Bearish

Statistics: CG

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

578 + 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 CG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Algebris (uk) Ltd 5.32% 1,923,159 $80.7M
2 Lalia Capital, LLC 4.13% 202,000 $8.5M
3 Smh Capital Advisors Inc 3.07% 18,627 $784K
4 Gator Capital Management, LLC 2.50% 282,425 $11.9M
5 Ariel Investments, LLC 1.91% 4,548,683 $191.5M
6 Kerusso Capital Management LLC 1.53% 99,675 $4.2M
7 Allen Mooney & Barnes Investment Advisors LLC 1.53% 238,500 $10.0M
8 Sargent Investment Group, LLC 1.52% 300,821 $12.7M
9 Franklin Street Advisors Inc /Nc 1.32% 560,327 $23.6M
10 Davis Asset Management, L.P. 1.21% 1,131,000 $47.6M
11 Buckland Partners Management Co LLC 1.12% 54,400 $2.3M
12 Private Management Group Inc 1.06% 954,767 $40.2M
13 Prana Capital Management, LP 1.04% 813,618 $34.3M
14 Garrison Bradford & Associates Inc 1.03% 22,543 $949K
15 Harris Associates L P 0.99% 17,661,625 $743.7M
16 William Blair Investment Management, LLC 0.75% 5,914,905 $249.1M
17 Galvin, Gaustad & Stein, LLC 0.64% 207,531 $8.7M
18 one8zero8, LLC 0.62% 74,130 $3.1M
19 GFG Capital, LLC 0.60% 51,942 $2.2M
20 Augustine Asset Management Inc 0.53% 61,972 $2.6M
21 Intrepid Capital Management Inc 0.48% 31,894 $1.3M
22 Markel Group INC. 0.43% 1,327,000 $55.9M
23 Miller Value Partners, LLC 0.40% 40,000 $1.7M
24 Deprince Race & Zollo Inc 0.40% 562,441 $23.7M
25 Wellington Shields Capital Management, LLC 0.38% 71,310 $3.0M
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 300 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 — 59% AUM from top-100 funds: 60 of 596 holders are among the 100 largest funds by AUM, controlling 59% 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: 366 out of 603 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 Q2 hedge fund 13F filings?

As of today, CG has moved +0.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLF sector ETF — an outperformance of +2.1%. Since the quarter end (June 30, 2026), CG has gained +17.2% vs +7.2% 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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