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Carlyle Group
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Overview Fund Activity

416 hedge funds and large institutions have $5.03B invested in Carlyle Group in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 180 increasing their positions, 125 reducing their positions, and 75 closing their positions.

Holders
416
Holders Change
-25
Holders Change %
-5.67%
% of All Funds
7.19%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
54
Increased
180
Reduced
125
Closed
75
Calls
$37M
Puts
$25.9M
Net Calls
+$11.1M
Net Calls Change
+$12.4M

Top Buyers

1
BGC
1
Beutel, Goodman & Co
Ontario, Canada
$106M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$89.9M
3
ACM
3
Argent Capital Management
Missouri
$42.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$624M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$35M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
BlackRock
2
BlackRock
New York
$317M
3
Bessemer Group
3
Bessemer Group
New Jersey
$5.17M
4
Capital World Investors
4
Capital World Investors
California
$414M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$16.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BBVA
276
Banco Bilbao Vizcaya Argentaria
Spain
$332K 12,684 +12,684 New
AWA
277
Arete Wealth Advisors
Illinois
$331K 12,792 +12,792 New
MGAM
278
McGowan Group Asset Management
Texas
$329K 12,731 -230 -2%
SS
279
Simplicity Solutions
Minnesota
$329K 12,740 +2,471 +24%
CAM
280
Carret Asset Management
New York
$313K 12,100 -5,900 -33%
MCP
281
Mirador Capital Partners
California
$313K 12,128 -499 -4%
GAM
282
Guinness Asset Management
United Kingdom
$312K 12,078 -1,045 -8%
M&T Bank
283
M&T Bank
New York
$310K 11,974 +4,209 +54%
MME
284
Meag Munich Ergo
Germany
$307K 11,890 -16,049 -57%
UB
285
UMB Bank
Missouri
$304K 11,770 +4,124 +54%
Nordea Investment Management
286
Nordea Investment Management
Sweden
$303K 11,574 +2,262 +24%
AAS
287
Ameritas Advisory Services
Nebraska
$283K 10,935 +1,650 +18%
Natixis Advisors
288
Natixis Advisors
Massachusetts
$280K 10,827 -850 -7%
Daiwa Securities Group
289
Daiwa Securities Group
Japan
$278K 10,773 +937 +10%
AssetMark Inc
290
AssetMark Inc
California
$277K 10,713 -416 -4%
SMDAM
291
Sumitomo Mitsui DS Asset Management
Japan
$276K 10,677 +129 +1%
VanEck Associates
292
VanEck Associates
New York
$276K 10,679 +1,216 +13%
SC
293
Slow Capital
California
$275K 10,657 +2,619 +33%
YMRC
294
Yorktown Management & Research Company
Virginia
$274K 10,600 +3,100 +41%
Capital Fund Management (CFM)
295
Capital Fund Management (CFM)
France
$271K 10,490 -26,114 -71%
HWAM
296
Hennion & Walsh Asset Management
New Jersey
$271K 10,475 – –
Mirae Asset Global Investments
297
Mirae Asset Global Investments
South Korea
$266K 10,294 -3,410 -25%
CAPTRUST Financial Advisors
298
CAPTRUST Financial Advisors
North Carolina
$263K 10,163 +1,308 +15%
RWM
299
Ritholtz Wealth Management
New York
$263K 10,171 +10,171 New
Creative Planning
300
Creative Planning
Kansas
$260K 10,045 +33 +0.3%
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