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Carlyle Group
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Overview Fund Activity

517 hedge funds and large institutions have $9.81B invested in Carlyle Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 182 increasing their positions, 158 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+48
Holders Change %
+10.23%
% of All Funds
7.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
89
Increased
182
Reduced
158
Closed
37
Calls
$137M
Puts
$54.2M
Net Calls
+$83.2M
Net Calls Change
+$2.81M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$143M
2
Boston Partners
Boston Partners
Massachusetts
$109M
3
EAM
Eagle Asset Management
Florida
$82.5M
4
FCM
Frontier Capital Management
Massachusetts
$94.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$38.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$622M
2
BlackRock
BlackRock
New York
$1.1B
3
Goldman Sachs
Goldman Sachs
New York
$37.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.09B
5
AI
Ariel Investments
Illinois
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
226
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.36M +$9.38K +200 +0.7%
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$1.35M -$20.1K -428 -1%
BPC
228
Banque Pictet & Cie
Switzerland
$1.35M – – –
VOYA Investment Management
229
VOYA Investment Management
Georgia
$1.33M -$105K -2,238 -7%
SC
230
Sierra Capital
Florida
$1.31M -$2.1M -44,757 -62%
DADC
231
D.A. Davidson & Co
Montana
$1.31M -$42.2K -900 -3%
IMRF
232
Illinois Municipal Retirement Fund
Illinois
$1.3M -$372K -7,928 -22%
JWM
233
Jeppson Wealth Management
California
$1.3M -$32.7K -697 -2%
EF
234
Empowered Funds
Pennsylvania
$1.27M +$141K +3,015 +13%
WW
235
Waterfront Wealth
Kansas
$1.26M -$11.4K -250 -0.9%
BNP Paribas Asset Management
236
BNP Paribas Asset Management
France
$1.26M -$51.5K -1,098 -4%
QCM
237
Qsemble Capital Management
New York
$1.23M +$716K +15,273 +141%
BCM
238
Bayesian Capital Management
New York
$1.21M +$1.21M +25,876 New
BCIM
239
British Columbia Investment Management
British Columbia, Canada
$1.21M +$45.5K +969 +4%
PAM
240
Paradigm Asset Management
New York
$1.21M – – –
O
241
Ossiam
France
$1.2M +$854K +18,212 +249%
EI
242
Ethic Inc
New York
$1.19M +$791K +16,875 +200%
XT
243
XTX Topco
Cayman Islands
$1.18M +$1.18M +25,208 New
HRC
244
Hoertkorn Richard Charles
$1.18M – – –
NAM
245
Nissay Asset Management
Japan
$1.17M +$20.3K +432 +2%
FCM
246
FJ Capital Management
Virginia
$1.17M +$1.17M +24,849 New
Citadel Advisors
247
Citadel Advisors
Florida
$1.15M +$58.5K +1,246 +5%
NYLIM
248
New York Life Investment Management
New York
$1.13M +$108K +2,293 +10%
AWM
249
Apollon Wealth Management
South Carolina
$1.13M +$17K +363 +2%
SOADOR
250
State of Alaska Department of Revenue
Alaska
$1.1M +$4.92K +105 +0.4%
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