CG
The Carlyle Group Inc. · Financial Services · Asset Management
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones +3.6% ·
nuevas posiciones netas +20.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 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 ✦ | 19.78M | +0.3% | $998.61M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasivo) | 7.79M | — | $393.10M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 3.89M | +0.1% | $195.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 3.89M | +0.1% | $195.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Harris Associates (Oakmark) ✦ | 3.19M | Nuevo | $160.90M | 0.3% | New | 1 | SEC ↗ |
| 6 | Harris Associates (Oakmark) ✦ | 3.19M | Nuevo | $160.90M | 0.3% | New | 1 | SEC ↗ |
| 7 | Millennium Management ✦ | 1.49M | +157.3% | $75.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Markel Group ✦ | 1.33M | 0.0% | $67.00M | 0.6% | Held | 3 | SEC ↗ |
| 9 | Markel Group ✦ | 1.33M | 0.0% | $67.00M | 0.6% | Held | 3 | SEC ↗ |
| 10 | Norges Bank ✦ (pasivo) | 882.01K | -75.0% | $44.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 704.54K | +16292.2% | $35.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 704.54K | +16292.2% | $35.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Soros Fund Management ✦ | 459.58K | Nuevo | $23.20M | 0.6% | New | 1 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 136.19K | +9.8% | $6.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 136.19K | +9.8% | $6.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Adage Capital Partners ✦ | 89.60K | Nuevo | $4.52M | 0.0% | New | 1 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 43.73K | 0.0% | $2.21M | 0.0% | Held | 3 | SEC ↗ |
| 18 | Bridgewater Associates ✦ | 14.31K | Nuevo | $722,411 | 0.0% | New | 1 | SEC ↗ |
| 19 | Marshall Wace ✦ | 10.06K | -99.3% | $508,030 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wellington Management ✦ | 8.66K | +4.1% | $437,446 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wellington Management ✦ | 8.66K | +4.1% | $437,446 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 5.53K | Nuevo | $279,025 | 0.0% | New | 1 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 5.53K | Nuevo | $279,025 | 0.0% | New | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 5.53K | Nuevo | $279,025 | 0.0% | New | 1 | 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
| Harris Associates (Oakmark) | $160.90M | 0.3% |
| Harris Associates (Oakmark) | $160.90M | 0.3% |
| Soros Fund Management | $23.20M | 0.6% |
| Adage Capital Partners | $4.52M | 0.0% |
| Bridgewater Associates | $722,411 | 0.0% |
| AQR Capital Management | $279,025 | 0.0% |
| AQR Capital Management | $279,025 | 0.0% |
| AQR Capital Management | $279,025 | 0.0% |
Posición cerrada
| Two Sigma Investments | $1.33M | 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.