CG
The Carlyle Group Inc. · Financial Services · Asset Management
Señales de momentum (gestores comparables):
amplitud de titulares -15.4% ·
flujo de acciones +8.7% ·
nuevas posiciones netas -18.2%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 143 | +1 | 173.82M | $7.32B | +10 | −8 |
| Q1 2026 | 144 | -2 | 171.70M | $8.31B | +9 | −12 |
| Q4 2025 | 145 | 0 | 197.04M | $11.65B | +1 | — |
| Q3 2025 | 19 | +3 | 125.17M | $7.85B | +3 | −1 |
| Q2 2025 | 14 | -1 | 108.30M | $5.57B | — | −1 |
| Q1 2025 | 12 | -4 | 48.64M | $2.12B | — | −4 |
| Q4 2024 | 16 | +4 | 39.81M | $2.01B | +5 | −1 |
| Q3 2024 | 11 | -2 | 30.63M | $1.32B | — | −2 |
| Q2 2024 | 13 | — | 28.19M | $1.13B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 19.73M | -1.6% | $849.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 3.88M | -0.9% | $166.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 3.88M | -0.9% | $166.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 3.53M | +213.3% | $151.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Marshall Wace ✦ | 1.37M | +49.0% | $59.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Marshall Wace ✦ | 1.37M | +49.0% | $59.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Marshall Wace ✦ | 1.37M | +49.0% | $59.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Markel Group ✦ | 1.33M | 0.0% | $57.14M | 0.5% | Held | 2 | SEC ↗ |
| 9 | Markel Group ✦ | 1.33M | 0.0% | $57.14M | 0.5% | Held | 2 | SEC ↗ |
| 10 | Millennium Management ✦ | 580.21K | +119.0% | $24.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 124.05K | +6.3% | $5.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 124.05K | +6.3% | $5.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Gotham Asset Management ✦ | 43.73K | 0.0% | $1.88M | 0.0% | Held | 2 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 30.90K | +82.8% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wellington Management ✦ | 8.32K | +32.8% | $358,259 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wellington Management ✦ | 8.32K | +32.8% | $358,259 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 4.30K | -97.6% | $185,072 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Point72 Asset Management | $8.13M | era 0.0% |
| GAMCO Investors | $803,000 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 597 tenedores, 217.73M acciones, $10.30B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.