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Carlyle Group
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Overview Fund Activity

517 hedge funds and large institutions have $9.81B invested in Carlyle Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 182 increasing their positions, 158 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+48
Holders Change %
+10.23%
% of All Funds
7.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
89
Increased
182
Reduced
158
Closed
37
Calls
$137M
Puts
$54.2M
Net Calls
+$83.2M
Net Calls Change
+$2.81M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$143M
2
Boston Partners
Boston Partners
Massachusetts
$109M
3
EAM
Eagle Asset Management
Florida
$82.5M
4
FCM
Frontier Capital Management
Massachusetts
$94.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$38.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$622M
2
BlackRock
BlackRock
New York
$1.1B
3
Goldman Sachs
Goldman Sachs
New York
$37.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.09B
5
AI
Ariel Investments
Illinois
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
251
Kestra Private Wealth Services
Texas
$1.1M -$430K -9,165 -28%
RP
252
Riverwater Partners
Wisconsin
$1.02M +$10.7K +228 +1%
HH
253
Hilltop Holdings
Texas
$996K +$57.3K +1,221 +6%
SCP
254
Stamos Capital Partners
California
$994K +$432K +9,200 +77%
EL
255
EMFO LLC
Florida
$972K +$211K +4,500 +28%
Federated Hermes
256
Federated Hermes
Pennsylvania
$972K -$252K -5,371 -21%
Group One Trading
257
Group One Trading
Illinois
$969K +$969K +20,657 New
Nomura Holdings
258
Nomura Holdings
Japan
$948K -$3.45M -73,487 -78%
Public Employees Retirement Association of Colorado
259
Public Employees Retirement Association of Colorado
Colorado
$943K – – –
UCFA
260
United Capital Financial Advisors
Texas
$939K -$54.3K -1,157 -5%
GI
261
GAMCO Investors
Connecticut
$938K – – –
LA
262
LBP AM
France
$933K +$279K +5,945 +43%
TWC
263
TD Waterhouse Canada
Ontario, Canada
$929K +$36.4K +725 +4%
EMPI
264
Elo Mutual Pension Insurance
Finland
$928K +$43.4K +925 +5%
WSTAM
265
Wilbanks Smith & Thomas Asset Management
Virginia
$911K -$10.3K -220 -1%
SCA
266
Snowden Capital Advisors
New York
$903K +$159K +3,388 +21%
HWM
267
Hemington Wealth Management
Virginia
$896K -$1.72M -36,630 -66%
CMANY
268
Capital Management Associates (New York)
New York
$845K -$61.1K -1,302 -7%
SAM
269
Securian Asset Management
Minnesota
$835K -$20.1K -428 -2%
MML Investors Services
270
MML Investors Services
Massachusetts
$832K +$34.4K +734 +4%
GIBU
271
Gulf International Bank (UK)
United Kingdom
$827K – – –
VPIM
272
Vanguard Personalized Indexing Management
California
$824K +$313K +6,677 +61%
AWA
273
Arete Wealth Advisors
Illinois
$816K +$422 +9 +0.1%
SMDAM
274
Sumitomo Mitsui DS Asset Management
Japan
$813K +$2.53K +54 +0.3%
VanEck Associates
275
VanEck Associates
New York
$796K +$48.6K +1,035 +6%
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