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Carlyle Group
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Overview Fund Activity

394 hedge funds and large institutions have $6.58B invested in Carlyle Group in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 149 increasing their positions, 138 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-33
Holders Change %
-7.73%
% of All Funds
6.21%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
36
Increased
149
Reduced
138
Closed
66
Calls
$121M
Puts
$34.7M
Net Calls
+$86.6M
Net Calls Change
+$128M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$596M
2
BlackRock
BlackRock
New York
$700M
3
Norges Bank
Norges Bank
Norway
$156M
4
AI
Ariel Investments
Illinois
$174M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$64.6M

Top Sellers

1
SC
Samlyn Capital
New York
$0
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$16.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$784M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
5
Deutsche Bank
Deutsche Bank
Germany
$8.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGA
276
E&G Advisors
Texas
$278K -$6.39K -200 -2%
TRCT
277
Tower Research Capital (TRC)
New York
$275K +$251K +7,864 +1,068%
Franklin Resources
278
Franklin Resources
California
$272K -$73.9K -2,314 -21%
FWM
279
FFT Wealth Management
Pennsylvania
$271K +$271K +8,490 New
CAM
280
Carret Asset Management
New York
$267K +$17.6K +550 +7%
CAN
281
Cetera Advisor Networks
California
$267K +$6.84K +214 +3%
SPA
282
Sherbrooke Park Advisers
New York
$265K -$6.39K -200 -2%
FG
283
Fiduciary Group
Georgia
$265K – – –
APA
284
Astoria Portfolio Advisors
New York
$262K +$262K +7,622 New
CG
285
Colony Group
Massachusetts
$262K – – –
SWM
286
Segment Wealth Management
Texas
$262K – – –
VWA
287
Visionary Wealth Advisors
Illinois
$262K -$22.4K -700 -8%
TSWM
288
Triangle Securities Wealth Management
North Carolina
$258K -$3.99K -125 -2%
Aviva
289
Aviva
United Kingdom
$257K -$15.7M -492,928 -98%
PWP
290
Principle Wealth Partners
Connecticut
$257K +$22.4K +700 +10%
TMAM
291
Tokio Marine Asset Management
Japan
$255K +$21.6K +676 +9%
VPIM
292
Vanguard Personalized Indexing Management
California
$250K -$185K -5,783 -43%
Citadel Advisors
293
Citadel Advisors
Florida
$245K -$3.11M -97,481 -93%
NW
294
NewEdge Wealth
Pennsylvania
$244K +$3.1K +97 +1%
PI
295
Putnam Investments
Massachusetts
$242K -$15.1M -472,243 -98%
RJT
296
Raymond James Trust
Florida
$240K +$2.82K +88 +1%
AA
297
Ancora Advisors
Ohio
$240K +$240K +7,500 New
EC
298
EdgeRock Capital
Colorado
$239K – – –
X
299
Xponance
Pennsylvania
$235K -$511 -16 -0.2%
EFSCE
300
Enterprise Financial Services Corp (EFSC)
Missouri
$234K -$43K -1,346 -16%
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