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Carlyle Group
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Overview Fund Activity

518 hedge funds and large institutions have $8.93B invested in Carlyle Group in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 170 reducing their positions, and 48 closing their positions.

Holders
518
Holders Change
+7
Holders Change %
+1.37%
% of All Funds
7.49%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
58
Increased
204
Reduced
170
Closed
48
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$19M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M
2
Boston Partners
2
Boston Partners
Massachusetts
$286M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$54.5M
4
Amundi
4
Amundi
France
$82.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$82.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$919M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$22.3M
3
Ameriprise
3
Ameriprise
Minnesota
$89.1M
4
EAM
4
Eagle Asset Management
Florida
$57.8M
5
VVP
5
Vulcan Value Partners
Alabama
$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
251
Public Employees Retirement Association of Colorado
Colorado
$865K – – –
AI
252
Atria Investments
North Carolina
$855K +$632K +14,687 +284%
CC
253
Centiva Capital
New York
$854K +$854K +19,829 New
FRM
254
Fox Run Management
Connecticut
$841K +$841K +19,523 New
KPWS
255
Kestra Private Wealth Services
Texas
$828K +$19.2K +446 +2%
A
256
AlphaQuest
New York
$824K +$241K +5,591 +41%
Janus Henderson Group
257
Janus Henderson Group
United Kingdom
$818K +$439K +10,200 +116%
EFMC
258
Empire Financial Management Company
New York
$818K +$818K +19,000 New
Nordea Investment Management
259
Nordea Investment Management
Sweden
$809K +$73.7K +1,723 +10%
CA
260
Clearstead Advisors
Ohio
$792K -$62.8K -1,458 -7%
BEI
261
Benjamin Edwards Inc
Missouri
$775K +$747K +17,340 +2,584%
Daiwa Securities Group
262
Daiwa Securities Group
Japan
$770K +$81.9K +1,900 +12%
ORC
263
O'Rourke & Company
Massachusetts
$763K +$46.5K +1,079 +6%
Prudential Financial
264
Prudential Financial
New Jersey
$762K +$9.17K +213 +1%
VPIM
265
Vanguard Personalized Indexing Management
California
$757K -$188K -4,370 -20%
P
266
&Partners
Tennessee
$753K +$753K +17,478 New
SMDAM
267
Sumitomo Mitsui DS Asset Management
Japan
$746K – – –
GIBU
268
Gulf International Bank (UK)
United Kingdom
$742K -$17.2K -400 -2%
Aviva
269
Aviva
United Kingdom
$740K +$21.4K +498 +3%
MML Investors Services
270
MML Investors Services
Massachusetts
$736K +$72.7K +1,688 +11%
WWM
271
Whalen Wealth Management
Nevada
$719K +$719K +16,704 New
CM
272
CastleKnight Management
New York
$719K +$719K +16,700 New
CMANY
273
Capital Management Associates (New York)
New York
$712K – – –
SAM
274
Securian Asset Management
Minnesota
$704K -$37.5K -872 -5%
GBA
275
Garrison Bradford & Associates
New York
$692K -$16.1K -374 -2%
9 10
11
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