Morgan Stanley Amends Carlyle Group Stake, Files SC 13G/A
Ticker: CGABL · Form: SC 13G/A · Filed: Feb 12, 2024 · CIK: 1527166
| Field | Detail |
|---|---|
| Company | Carlyle Group Inc. (CGABL) |
| Form Type | SC 13G/A |
| Filed Date | Feb 12, 2024 |
| Risk Level | low |
| Sentiment | neutral |
Complexity: simple
Sentiment: neutral
Topics: institutional-ownership, amendment, 13G, portfolio-change
TL;DR
**Morgan Stanley updated its Carlyle Group Inc. ownership, signaling a portfolio adjustment.**
AI Summary
Morgan Stanley filed an amended Schedule 13G/A on February 12, 2024, indicating a change in its beneficial ownership of Carlyle Group Inc. (CGI) Common Stock as of December 31, 2023. This filing, Amendment No. 2, updates previous disclosures under Rule 13d-1(b). This matters to investors because it signals that a major institutional investor like Morgan Stanley has adjusted its stake in Carlyle, which could reflect their updated outlook on the company's future performance or strategic direction.
Why It Matters
This filing shows that a significant institutional investor, Morgan Stanley, has changed its position in Carlyle Group Inc., which can influence market perception and potentially the stock's price.
Risk Assessment
Risk Level: low — This is a routine amendment filing by an institutional investor and does not inherently indicate significant risk for the company.
Analyst Insight
Investors should monitor subsequent filings from Morgan Stanley or other institutional investors to understand the magnitude and direction of their ownership changes in Carlyle Group Inc., as this filing alone doesn't provide specific share count changes.
Key Players & Entities
- Morgan Stanley (company) — the entity filing the SC 13G/A amendment
- Carlyle Group Inc. (company) — the subject company whose securities are being reported
- December 31, 2023 (date) — the date of the event requiring the filing
- February 12, 2024 (date) — the filing date of the SC 13G/A
FAQ
What type of filing is this document?
This document is an SC 13G/A, which is an amendment to a Schedule 13G filing, specifically Amendment No. 2, as stated in the filing.
Who is the filer of this SC 13G/A?
The filer of this SC 13G/A is Morgan Stanley, as indicated in the 'FILED BY' section of the document.
What is the subject company of this filing?
The subject company is Carlyle Group Inc., as stated under 'SUBJECT COMPANY' and 'Name of Issuer' in the filing.
What is the CUSIP number for the securities reported?
The CUSIP number for the Common Stock of Carlyle Group Inc. is 14316J108, as listed in the filing.
What was the date of the event that required this filing?
The date of the event which required the filing of this statement was December 31, 2023, as specified in the document.
Filing Details
This Form SC 13G/A (Form SC 13G/A) was filed with the SEC on February 12, 2024 regarding Carlyle Group Inc. (CGABL).