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Carlyle Group

411 hedge funds and large institutions have $6.22B invested in Carlyle Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+17
Holders Change %
+4.31%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
52
Increased
142
Reduced
140
Closed
31
Calls
$119M
Puts
$31.2M
Net Calls
+$87.4M
Net Calls Change
+$781K
Name Holding Trade Value Shares
Change
Shares
Change %
CM
251
Capula Management
Cayman Islands
$455K -$3.62K -120 -0.8%
TGAM
252
TBH Global Asset Management
Tennessee
$455K -$15.4K -510 -3%
CII
253
Capital International Inc
California
$450K +$97.1K +3,221 +28%
PP
254
Prudential plc
United Kingdom
$450K
KWA
255
Kingswood Wealth Advisors
California
$450K +$450K +14,920 New
Axa
256
Axa
France
$449K -$485K -16,076 -52%
BRWA
257
B. Riley Wealth Advisors
Florida
$447K -$262K -8,681 -37%
SF
258
Synovus Financial
Georgia
$445K +$445K +14,751 New
LA
259
LBP AM
France
$420K +$420K +13,941 New
ORC
260
O'Rourke & Company
Massachusetts
$415K -$23.1K -764 -5%
MML Investors Services
261
MML Investors Services
Massachusetts
$413K +$46.7K +1,548 +13%
First Manhattan
262
First Manhattan
New York
$399K
RJT
263
Raymond James Trust
Florida
$392K +$166K +5,506 +73%
Daiwa Securities Group
264
Daiwa Securities Group
Japan
$391K
BC
265
Bridgefront Capital
Texas
$389K +$389K +12,907 New
VanEck Associates
266
VanEck Associates
New York
$387K -$507K -16,781 -57%
MGAM
267
McGowan Group Asset Management
Texas
$371K -$15.2K -505 -4%
Nordea Investment Management
268
Nordea Investment Management
Sweden
$361K
SFS
269
Stiles Financial Services
Minnesota
$359K +$3.53K +117 +1%
CAM
270
Carret Asset Management
New York
$356K +$104K +3,450 +41%
ICM
271
Intrepid Capital Management
Florida
$356K +$167K +5,530 +88%
GT
272
Glenmede Trust
Pennsylvania
$336K +$336K +11,131 New
KA
273
Kovack Advisors
Florida
$330K +$965 +32 +0.3%
NSIM
274
North Star Investment Management
Illinois
$327K +$24.4K +810 +8%
Allspring Global Investments
275
Allspring Global Investments
North Carolina
$323K -$113K -3,745 -26%