CG icon

Carlyle Group
CG

Overview Fund Activity

469 hedge funds and large institutions have $9.15B invested in Carlyle Group in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 33 closing their positions.

Holders
469
Holders Change
+58
Holders Change %
+14.11%
% of All Funds
6.88%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
98
Increased
156
Reduced
157
Closed
33
Calls
$148M
Puts
$67.9M
Net Calls
+$80.4M
Net Calls Change
-$7.01M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.27B
2
Morgan Stanley
2
Morgan Stanley
New York
$966M
3
State Street
3
State Street
Massachusetts
$322M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$452M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.01B

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$321M
2
SBLIC
2
Security Benefit Life Insurance Company
Kansas
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$30.9M
4
VVP
4
Vulcan Value Partners
Alabama
$343M
5
Norges Bank
5
Norges Bank
Norway
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
251
Janus Henderson Group
United Kingdom
$775K 19,049 -199 -1%
EMPI
252
Elo Mutual Pension Insurance
Finland
$767K 18,855 +670 +4%
FF
253
Friedenthal Financial
New Jersey
$755K 18,551 +18,551 New
AWS
254
Atria Wealth Solutions
New York
$748K 18,385 +810 +5%
TWC
255
TD Waterhouse Canada
Ontario, Canada
$746K 17,798 +1,399 +9%
SAM
256
Securian Asset Management
Minnesota
$742K 18,230 +18,230 New
GIBU
257
Gulf International Bank (UK)
United Kingdom
$718K 17,648 -1,706 -9%
AWA
258
Arete Wealth Advisors
Illinois
$708K 17,404 +12 +0.1%
SMDAM
259
Sumitomo Mitsui DS Asset Management
Japan
$703K 17,277 – –
TW
260
TritonPoint Wealth
Maryland
$699K 17,180 +17,180 New
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$695K 17,076 -678 -4%
CA
262
Carson Advisory
Georgia
$692K 17,013 -496 -3%
MML Investors Services
263
MML Investors Services
Massachusetts
$692K 17,008 +3,308 +24%
GBA
264
Garrison Bradford & Associates
New York
$668K 16,414 -481 -3%
EL
265
EMFO LLC
Florida
$660K 16,225 -3,750 -19%
TFS
266
Thoroughbred Financial Services
Tennessee
$659K 16,212 -634 -4%
OTL
267
Oak Thistle LLC
New York
$656K 16,113 +16,113 New
MSRPS
268
Maryland State Retirement & Pension System
Maryland
$648K 15,934 – –
VanEck Associates
269
VanEck Associates
New York
$648K 15,932 +3,115 +24%
SCA
270
Snowden Capital Advisors
New York
$645K 15,852 -529 -3%
Swedbank
271
Swedbank
Sweden
$642K 15,784 -28,430 -64%
BWP
272
Baldwin Wealth Partners
Massachusetts
$640K 15,720 – –
SF
273
Synovus Financial
Georgia
$632K 15,540 +789 +5%
VF
274
Virtu Financial
New York
$630K 15,476 +15,476 New
Nordea Investment Management
275
Nordea Investment Management
Sweden
$622K 15,265 +3,450 +29%
9 10
11
12 13