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Carlyle Group

394 hedge funds and large institutions have $6.58B invested in Carlyle Group in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 149 increasing their positions, 138 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-33
Holders Change %
-7.73%
% of All Funds
6.21%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
36
Increased
149
Reduced
138
Closed
66
Calls
$121M
Puts
$34.7M
Net Calls
+$86.6M
Net Calls Change
+$128M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
226
Snowden Capital Advisors
New York
$520K +$16K +500 +3%
SCM
227
Sterneck Capital Management
Missouri
$518K +$22.4K +700 +5%
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$515K +$246K +7,714 +92%
ZF
229
Zhang Financial
Michigan
$511K +$2.14K +67 +0.4%
MSRPS
230
Maryland State Retirement & Pension System
Maryland
$509K
BWP
231
Baldwin Wealth Partners
Massachusetts
$502K
Principal Financial Group
232
Principal Financial Group
Iowa
$502K -$223K -6,967 -31%
AWS
233
Atria Wealth Solutions
New York
$502K +$31K +970 +7%
TGAM
234
TBH Global Asset Management
Tennessee
$499K +$4.51K +141 +0.9%
CM
235
Capula Management
Cayman Islands
$486K +$8.31K +260 +2%
PP
236
Prudential plc
United Kingdom
$477K +$157K +4,914 +49%
Bank Julius Baer & Co
237
Bank Julius Baer & Co
Switzerland
$470K +$231K +7,224 +96%
ORC
238
O'Rourke & Company
Massachusetts
$464K +$13.8K +433 +3%
Allspring Global Investments
239
Allspring Global Investments
North Carolina
$462K -$44.1K -1,381 -9%
TFS
240
Thoroughbred Financial Services
Tennessee
$441K -$20.4K -638 -4%
AWA
241
Arete Wealth Advisors
Illinois
$431K +$10.9K +340 +3%
First Manhattan
242
First Manhattan
New York
$423K
Janus Henderson Group
243
Janus Henderson Group
United Kingdom
$415K -$17.4K -545 -4%
Daiwa Securities Group
244
Daiwa Securities Group
Japan
$414K +$35.1K +1,100 +9%
MGAM
245
McGowan Group Asset Management
Texas
$409K +$1.05K +33 +0.3%
GS
246
GTS Securities
New York
$399K +$399K +12,485 New
IIM
247
INTECH Investment Management
Florida
$398K -$514K -16,102 -56%
MML Investors Services
248
MML Investors Services
Massachusetts
$388K +$102K +3,200 +36%
PI
249
PFG Investments
New York
$388K +$102K +3,186 +36%
Nordea Investment Management
250
Nordea Investment Management
Sweden
$378K