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Carlyle Group

316 hedge funds and large institutions have $4.8B invested in Carlyle Group in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+26
Holders Change %
+8.97%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
57
Increased
91
Reduced
113
Closed
30
Calls
$71.9M
Puts
$10.7M
Net Calls
+$61.1M
Net Calls Change
-$18.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MF
226
Magnetar Financial
Illinois
$300K +$300K +8,163 New
Daiwa Securities Group
227
Daiwa Securities Group
Japan
$288K
Acadian Asset Management
228
Acadian Asset Management
Massachusetts
$284K
GAM
229
Gotham Asset Management
New York
$283K +$283K +7,709 New
KA
230
Kovack Advisors
Florida
$276K -$699 -19 -0.3%
LNWWM
231
Laird Norton Wetherby Wealth Management
California
$270K -$99.4K -2,703 -27%
LNC
232
Lincoln National Corp
Pennsylvania
$269K +$31K +844 +13%
SG Americas Securities
233
SG Americas Securities
New York
$268K -$108K -2,921 -29%
Cambridge Investment Research Advisors
234
Cambridge Investment Research Advisors
Iowa
$266K -$32.4K -883 -11%
PWP
235
Principle Wealth Partners
Connecticut
$265K
MWM
236
Mission Wealth Management
California
$264K
Envestnet Asset Management
237
Envestnet Asset Management
Illinois
$260K -$1.43K -39 -0.5%
KWM
238
Keebeck Wealth Management
Illinois
$259K
SFSIG
239
San Francisco Sentry Investment Group
California
$257K
WJWM
240
Williams Jones Wealth Management
New York
$255K
Manulife (Manufacturers Life Insurance)
241
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254K
Aberdeen Group
242
Aberdeen Group
United Kingdom
$238K +$238K +6,476 New
RG
243
Rathbones Group
United Kingdom
$236K
PAG
244
Private Advisor Group
New Jersey
$235K -$4.33K -118 -2%
DT
245
Diversified Trust
Tennessee
$229K -$49.6K -1,350 -18%
VWA
246
Visionary Wealth Advisors
Illinois
$228K -$65.1K -1,775 -22%
FSA
247
Fort Sheridan Advisors
Illinois
$228K +$228K +6,200 New
MHS
248
M Holdings Securities
Oregon
$227K +$227K +6,177 New
SOAMC
249
Spirit of America Management Corp
New York
$222K
PPW
250
Parcion Private Wealth
Washington
$221K +$221K +6,000 New