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Carlyle Group
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Overview Fund Activity

511 hedge funds and large institutions have $8.44B invested in Carlyle Group in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 183 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
7.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
183
Reduced
183
Closed
54
Calls
$102M
Puts
$41.1M
Net Calls
+$60.7M
Net Calls Change
-$22.5M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$111M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$68.5M
3
Marshall Wace
Marshall Wace
United Kingdom
+$37M
4
UBS AM
UBS AM
Illinois
+$28M
5
Bank of America
Bank of America
North Carolina
+$22.5M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$90.5M
2
BlackRock
BlackRock
New York
-$26.6M
3
Capital International Investors
Capital International Investors
California
-$25.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$24.5M
5
WI
Wafra Inc
New York
-$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCWP
226
Legacy Capital Wealth Partners
Arkansas
$1.18M +$1.18M +29,378 New
EF
227
Empowered Funds
Pennsylvania
$1.17M +$82.4K +2,053 +8%
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$1.16M +$9.6K +239 +0.8%
QCM
229
Qsemble Capital Management
New York
$1.16M +$116K +2,877 +11%
BPC
230
Banque Pictet & Cie
Switzerland
$1.15M – – –
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$1.14M -$62K -1,543 -5%
SC
232
Sierra Capital
Florida
$1.12M – – –
DADC
233
D.A. Davidson & Co
Montana
$1.12M – – –
IMRF
234
Illinois Municipal Retirement Fund
Illinois
$1.11M – – –
NAM
235
Nissay Asset Management
Japan
$1.11M +$109K +2,722 +11%
JWM
236
Jeppson Wealth Management
California
$1.1M -$11.6K -290 -1%
O
237
Ossiam
France
$1.1M +$74.8K +1,863 +7%
First Trust Advisors
238
First Trust Advisors
Illinois
$1.08M -$6.7M -166,793 -86%
NYLIM
239
New York Life Investment Management
New York
$1.07M +$96.9K +2,413 +10%
WW
240
Waterfront Wealth
Kansas
$1.05M -$56.2K -1,400 -5%
SCP
241
Stamos Capital Partners
California
$1.04M +$193K +4,800 +23%
HRC
242
Hoertkorn Richard Charles
$1.01M – – –
HH
243
Hilltop Holdings
Texas
$989K +$136K +3,398 +16%
XT
244
XTX Topco
Cayman Islands
$948K -$64.3K -1,601 -6%
SOADOR
245
State of Alaska Department of Revenue
Alaska
$942K – – –
QC
246
Quadrature Capital
United Kingdom
$932K +$932K +23,213 New
LA
247
LBP AM
France
$928K +$129K +3,215 +16%
AWM
248
Apollon Wealth Management
South Carolina
$884K -$80.5K -2,005 -8%
VPIM
249
Vanguard Personalized Indexing Management
California
$881K +$176K +4,377 +25%
DS
250
DRW Securities
Illinois
$870K +$870K +21,675 New
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