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Carlyle Group
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Overview Fund Activity

483 hedge funds and large institutions have $9.23B invested in Carlyle Group in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 201 increasing their positions, 127 reducing their positions, and 61 closing their positions.

Holders
483
Holders Change
+24
Holders Change %
+5.23%
% of All Funds
7.64%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
91
Increased
201
Reduced
127
Closed
61
Calls
$38M
Puts
$73.7M
Net Calls
-$35.7M
Net Calls Change
-$182M

Top Buyers

1
SBLIC
1
Security Benefit Life Insurance Company
Kansas
$205M
2
Deutsche Bank
2
Deutsche Bank
Germany
$336M
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$555M
4
Morgan Stanley
4
Morgan Stanley
New York
$991M
5
DekaBank Deutsche Girozentrale
5
DekaBank Deutsche Girozentrale
Germany
$74.3M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$59M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.25M
3
SC
3
Samlyn Capital
New York
$91.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$712K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAC
251
Dividend Assets Capital
South Carolina
$890K – – –
NSIM
252
North Star Investment Management
Illinois
$890K +$34.2K +700 +4%
SG Americas Securities
253
SG Americas Securities
New York
$852K +$211K +4,316 +33%
Zurich Cantonal Bank
254
Zurich Cantonal Bank
Switzerland
$832K -$521K -10,666 -39%
Holocene Advisors
255
Holocene Advisors
New York
$807K +$807K +16,495 New
EH
256
Equitable Holdings
New York
$803K +$63.6K +1,300 +9%
CAM
257
Carret Asset Management
New York
$797K – – –
GAM
258
Guinness Asset Management
United Kingdom
$794K -$140K -2,857 -15%
WCM
259
Weik Capital Management
Pennsylvania
$788K +$252K +5,160 +47%
AF
260
Advisornet Financial
Minnesota
$787K +$15.4K +315 +2%
QI
261
Qtron Investments
Massachusetts
$786K -$90.1K -1,843 -10%
CGH
262
Crossmark Global Holdings
Texas
$785K +$785K +16,050 New
TCM
263
Teza Capital Management
Illinois
$784K +$784K +16,028 New
BWP
264
Baldwin Wealth Partners
Massachusetts
$778K – – –
ZF
265
Zhang Financial
Michigan
$774K +$436K +8,905 +129%
ESCM
266
Echo Street Capital Management
New York
$774K +$774K +15,833 New
Swedbank
267
Swedbank
Sweden
$772K – – –
AIP
268
Ameritas Investment Partners
Nebraska
$758K – – –
ORC
269
O'Rourke & Company
Massachusetts
$757K +$538 +11 +0.1%
GAM
270
Gotham Asset Management
New York
$746K -$87.2K -1,782 -10%
CA
271
Carson Advisory
Georgia
$743K – – –
First Manhattan
272
First Manhattan
New York
$731K -$48.9K -1,000 -6%
CG
273
Colony Group
Massachusetts
$723K – – –
Arrowstreet Capital
274
Arrowstreet Capital
Massachusetts
$712K -$57.3M -1,172,194 -99%
PSP
275
Principal Street Partners
Tennessee
$707K +$12.8K +261 +2%
9 10
11
12 13