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Carlyle Group
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Overview Fund Activity

411 hedge funds and large institutions have $6.22B invested in Carlyle Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+17
Holders Change %
+4.31%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
52
Increased
142
Reduced
140
Closed
31
Calls
$119M
Puts
$31.2M
Net Calls
+$87.4M
Net Calls Change
+$781K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$268M
2
Capital World Investors
Capital World Investors
California
$602M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$37.5M
4
SH
SeaTown Holdings
Singapore
$29.9M
5
AI
Ariel Investments
Illinois
$192M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$544M
2
VVP
Vulcan Value Partners
Alabama
$296M
3
Vanguard Group
Vanguard Group
Pennsylvania
$697M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$72.9M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMANY
226
Capital Management Associates (New York)
New York
$580K – – –
BAMF
227
BI Asset Management Fondsmaeglerselskab
Denmark
$560K – – –
HH
228
Hilltop Holdings
Texas
$556K +$23.6K +781 +4%
EF
229
Empowered Funds
Pennsylvania
$550K +$15.7K +521 +3%
DAC
230
Dividend Assets Capital
South Carolina
$549K – – –
EMPI
231
Elo Mutual Pension Insurance
Finland
$548K +$7.53K +250 +1%
GS
232
GTS Securities
New York
$547K +$171K +5,656 +45%
TWC
233
TD Waterhouse Canada
Ontario, Canada
$536K -$26.5K -810 -5%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$535K +$11.5K +381 +2%
BNP Paribas Asset Management
235
BNP Paribas Asset Management
France
$534K +$20.2K +670 +4%
AWS
236
Atria Wealth Solutions
New York
$530K +$56.5K +1,874 +12%
CA
237
Carson Advisory
Georgia
$528K -$14.9K -495 -3%
AWA
238
Arete Wealth Advisors
Illinois
$525K +$118K +3,914 +29%
SMDAM
239
Sumitomo Mitsui DS Asset Management
Japan
$521K -$1.09K -36 -0.2%
GBA
240
Garrison Bradford & Associates
New York
$510K +$634 +21 +0.1%
TFS
241
Thoroughbred Financial Services
Tennessee
$508K +$91.2K +3,023 +22%
Teacher Retirement System of Texas
242
Teacher Retirement System of Texas
Texas
$507K +$11.2K +372 +2%
Principal Financial Group
243
Principal Financial Group
Iowa
$500K +$26K +862 +5%
SCA
244
Snowden Capital Advisors
New York
$494K +$2.9K +96 +0.6%
IWC
245
Integrated Wealth Concepts
Massachusetts
$494K -$86.4K -2,866 -15%
MSRPS
246
Maryland State Retirement & Pension System
Maryland
$481K – – –
ZF
247
Zhang Financial
Michigan
$480K -$2.29K -76 -0.5%
HWAM
248
Hennion & Walsh Asset Management
New Jersey
$475K +$159K +5,268 +50%
BWP
249
Baldwin Wealth Partners
Massachusetts
$474K – – –
Bank Julius Baer & Co
250
Bank Julius Baer & Co
Switzerland
$458K +$13.9K +460 +3%
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