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Carlyle Group

316 hedge funds and large institutions have $4.8B invested in Carlyle Group in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+26
Holders Change %
+8.97%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
57
Increased
91
Reduced
113
Closed
30
Calls
$71.9M
Puts
$10.7M
Net Calls
+$61.1M
Net Calls Change
-$18.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FDCDDQ
276
Federation des caisses Desjardins du Quebec
Quebec, Canada
$82.5K -$14.7K -400 -15%
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$82K +$18.2K +499 +29%
CWP
278
Concord Wealth Partners
Virginia
$74K
HCM
279
Highlander Capital Management
New Jersey
$74K
AIM
280
Anchor Investment Management
South Carolina
$73.5K
US Bancorp
281
US Bancorp
Minnesota
$62K -$5.47K -150 -8%
SO
282
STRS Ohio
Ohio
$58K
SAM
283
Shell Asset Management
Netherlands
$48K
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$46K
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$39K -$27.9K -760 -42%
CG
286
Cutler Group
California
$38K -$257K -7,142 -87%
DOA
287
D'Orazio & Associates
Virginia
$38K +$259 +7 +0.7%
AWA
288
Arkadios Wealth Advisors
Georgia
$38K +$38K +1,055 New
WT
289
Washington Trust
Rhode Island
$37K
CCC
290
Crescent Capital Consulting
Louisiana
$37K
EWA
291
Evolution Wealth Advisors
Florida
$37K +$10.1K +275 +38%
ZB
292
Zions Bancorporation
Utah
$33K +$33K +906 New
GWM
293
Geneos Wealth Management
Colorado
$25K
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$22K
HCP
295
Hexagon Capital Partners
Arkansas
$20K
WAP
296
Wealthcare Advisory Partners
Pennsylvania
$18K +$18K +500 New
AIC
297
Ameritas Investment Company
Nebraska
$14.9K +$14.9K +406 New
HI
298
Harbour Investments
Wisconsin
$14K +$14K +377 New
TFGT
299
TS Financial Group (TSFG)
Illinois
$11K
PMFA
300
Plante Moran Financial Advisors
Michigan
$11K +$11K +300 New