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Carlyle Group
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Overview Fund Activity

469 hedge funds and large institutions have $9.15B invested in Carlyle Group in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 33 closing their positions.

Holders
469
Holders Change
+58
Holders Change %
+14.11%
% of All Funds
6.88%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
98
Increased
156
Reduced
157
Closed
33
Calls
$148M
Puts
$67.9M
Net Calls
+$80.4M
Net Calls Change
-$7.01M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.27B
2
Morgan Stanley
2
Morgan Stanley
New York
$966M
3
State Street
3
State Street
Massachusetts
$322M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$452M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.01B

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$321M
2
SBLIC
2
Security Benefit Life Insurance Company
Kansas
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$30.9M
4
VVP
4
Vulcan Value Partners
Alabama
$343M
5
Norges Bank
5
Norges Bank
Norway
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Asset Management
226
BNP Paribas Asset Management
France
$1.14M 27,925 +10,214 +58%
WW
227
Waterfront Wealth
Kansas
$1.14M 27,915 +75 +0.3%
HWAM
228
Hennion & Walsh Asset Management
New Jersey
$1.1M 26,937 +11,194 +71%
X
229
Xponance
Pennsylvania
$1.07M 26,338 +18,722 +246%
Federated Hermes
230
Federated Hermes
Pennsylvania
$1.06M 26,088 +26,088 New
PAM
231
Paradigm Asset Management
New York
$1.05M 25,700 -800 -3%
HRC
232
Hoertkorn Richard Charles
$1.02M 25,100 – –
BCIM
233
British Columbia Investment Management
British Columbia, Canada
$1.01M 24,855 +5,266 +27%
NAM
234
Nissay Asset Management
Japan
$996K 24,481 +544 +2%
EF
235
Empowered Funds
Pennsylvania
$975K 23,962 +5,714 +31%
AWM
236
Apollon Wealth Management
South Carolina
$963K 23,655 +2,224 +10%
SOADOR
237
State of Alaska Department of Revenue
Alaska
$951K 23,380 +23,380 New
Citadel Advisors
238
Citadel Advisors
Florida
$946K 23,260 -36,479 -61%
Bank Julius Baer & Co
239
Bank Julius Baer & Co
Switzerland
$920K 22,620 +7,436 +49%
NYLIM
240
New York Life Investment Management
New York
$889K 21,848 +393 +2%
RP
241
Riverwater Partners
Wisconsin
$876K 21,533 +154 +0.7%
UCFA
242
United Capital Financial Advisors
Texas
$861K 21,169 -15,621 -42%
EIP
243
Epoch Investment Partners
New York
$845K 20,763 -3,692 -15%
BAMF
244
BI Asset Management Fondsmaeglerselskab
Denmark
$836K 20,555 +1,991 +11%
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$818K 20,098 – –
HH
246
Hilltop Holdings
Texas
$814K 20,008 +1,588 +9%
GI
247
GAMCO Investors
Connecticut
$814K 20,000 -500 -2%
WSTAM
248
Wilbanks Smith & Thomas Asset Management
Virginia
$799K 19,632 – –
Assenagon Asset Management
249
Assenagon Asset Management
Luxembourg
$788K 19,370 -785,122 -98%
CMANY
250
Capital Management Associates (New York)
New York
$786K 19,306 +70 +0.4%
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10
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