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Carlyle Group
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Overview Fund Activity

459 hedge funds and large institutions have $9.79B invested in Carlyle Group in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 160 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+66
Holders Change %
+16.79%
% of All Funds
7.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
102
Increased
160
Reduced
128
Closed
31
Calls
$184M
Puts
$36.9M
Net Calls
+$147M
Net Calls Change
+$100M

Top Buyers

1
BlackRock
BlackRock
New York
$782M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$162M
3
Deutsche Bank
Deutsche Bank
Germany
$166M
4
Morgan Stanley
Morgan Stanley
New York
$1B
5
Alkeon Capital Management
Alkeon Capital Management
New York
$482M

Top Sellers

1
Jane Street
Jane Street
New York
$380K
2
SC
Samlyn Capital
New York
$169M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$16.4M
4
Capital Research Global Investors
Capital Research Global Investors
California
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Swedbank
251
Swedbank
Sweden
$858K – – –
AIP
252
Ameritas Investment Partners
Nebraska
$850K – – –
ORC
253
O'Rourke & Company
Massachusetts
$849K +$849K +15,461 New
PAG
254
Private Advisory Group
Washington
$842K +$842K +15,335 New
CAM
255
Cresset Asset Management
Illinois
$836K +$22.5K +410 +3%
CIBC Asset Management
256
CIBC Asset Management
Ontario, Canada
$835K +$48.6K +884 +6%
CA
257
Carson Advisory
Georgia
$834K +$834K +15,200 New
ATPW
258
Ashton Thomas Private Wealth
Arizona
$831K +$831K +15,132 New
EH
259
Equitable Holdings
New York
$830K – – –
SS
260
Simplicity Solutions
Minnesota
$820K +$820K +14,952 New
CG
261
Colony Group
Massachusetts
$812K – – –
Principal Financial Group
262
Principal Financial Group
Iowa
$812K +$117K +2,136 +17%
DekaBank Deutsche Girozentrale
263
DekaBank Deutsche Girozentrale
Germany
$792K +$189K +3,522 +31%
PSP
264
Principal Street Partners
Tennessee
$780K +$780K +14,201 New
OMC
265
Old Mission Capital
Illinois
$775K +$775K +14,112 New
Mirae Asset Global Investments
266
Mirae Asset Global Investments
South Korea
$769K -$751K -13,691 -49%
New York State Teachers Retirement System (NYSTRS)
267
New York State Teachers Retirement System (NYSTRS)
New York
$769K +$11K +200 +1%
WBC
268
Westpac Banking Corp
Australia
$759K – – –
TP
269
Tranquility Partners
Tennessee
$745K +$3.07K +56 +0.4%
SG Americas Securities
270
SG Americas Securities
New York
$720K -$80K -1,456 -10%
MGAM
271
McGowan Group Asset Management
Texas
$710K +$494 +9 +0.1%
TD Asset Management
272
TD Asset Management
Ontario, Canada
$707K -$137K -2,501 -16%
AWM
273
Affinity Wealth Management
Delaware
$701K +$334K +6,562 +91%
BBA
274
Braun-Bostich & Associates
Pennsylvania
$701K +$701K +13,780 New
Prudential Financial
275
Prudential Financial
New Jersey
$697K -$10.4K -190 -1%
9 10
11
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