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Carlyle Group
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Overview Fund Activity

427 hedge funds and large institutions have $6.36B invested in Carlyle Group in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 164 increasing their positions, 121 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+11
Holders Change %
+2.64%
% of All Funds
6.89%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
80
Increased
164
Reduced
121
Closed
64
Calls
$49.5M
Puts
$59.8M
Net Calls
-$10.3M
Net Calls Change
-$21.4M

Top Buyers

1
AI
Ariel Investments
Illinois
+$87.3M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$84.9M
3
N
Natixis
France
+$81.6M
4
Morgan Stanley
Morgan Stanley
New York
+$75M
5
Goldman Sachs
Goldman Sachs
New York
+$61.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$412M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$63.5M
3
VVP
Vulcan Value Partners
Alabama
-$47.6M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$36.8M
5
Marshall Wace
Marshall Wace
United Kingdom
-$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
276
Kestra Advisory Services
Texas
$373K -$97.9K -3,281 -21%
GAM
277
Guinness Asset Management
United Kingdom
$360K – – –
MME
278
Meag Munich Ergo
Germany
$355K – – –
Nordea Investment Management
279
Nordea Investment Management
Sweden
$354K +$7.21K +241 +2%
AAS
280
Ameritas Advisory Services
Nebraska
$348K +$21.8K +729 +7%
CFO
281
Collective Family Office
Pennsylvania
$340K -$89.5K -3,000 -21%
Daiwa Securities Group
282
Daiwa Securities Group
Japan
$339K +$17.9K +600 +6%
AC
283
Allstate Corporation
Illinois
$328K +$328K +11,005 New
AIM
284
Allstate Investment Management
Illinois
$328K +$328K +11,005 New
FSA
285
Fort Sheridan Advisors
Illinois
$322K +$53.7K +1,800 +20%
BBVA
286
Banco Bilbao Vizcaya Argentaria
Spain
$322K -$56.8K -1,900 -15%
SMDAM
287
Sumitomo Mitsui DS Asset Management
Japan
$319K – – –
SC
288
Slow Capital
California
$318K – – –
YMRC
289
Yorktown Management & Research Company
Virginia
$316K – – –
CIBC Asset Management
290
CIBC Asset Management
Ontario, Canada
$315K -$117K -3,920 -27%
HWAM
291
Hennion & Walsh Asset Management
New Jersey
$313K – – –
CAPTRUST Financial Advisors
292
CAPTRUST Financial Advisors
North Carolina
$309K +$6.15K +206 +2%
AssetMark Inc
293
AssetMark Inc
California
$309K -$10.7K -358 -3%
MCM
294
Maltese Capital Management
New York
$298K +$298K +10,000 New
MCP
295
Mirador Capital Partners
California
$296K -$66.2K -2,217 -18%
SFS
296
Stiles Financial Services
Minnesota
$295K +$295K +9,896 New
Group One Trading
297
Group One Trading
Illinois
$294K +$294K +9,867 New
NIM
298
Northeast Investment Management
Massachusetts
$293K – – –
TFS
299
Thoroughbred Financial Services
Tennessee
$290K +$52.8K +1,771 +22%
SS
300
Simplicity Solutions
Minnesota
$287K -$93.4K -3,131 -25%
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