CG icon

Carlyle Group

411 hedge funds and large institutions have $6.22B invested in Carlyle Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+17
Holders Change %
+4.31%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
52
Increased
142
Reduced
140
Closed
31
Calls
$119M
Puts
$31.2M
Net Calls
+$87.4M
Net Calls Change
+$781K
Name Holding Trade Value Shares
Change
Shares
Change %
YMRC
276
Yorktown Management & Research Company
Virginia
$320K
Cetera Investment Advisers
277
Cetera Investment Advisers
Illinois
$316K -$24K -797 -7%
TPCW
278
TD Private Client Wealth
New York
$312K +$312K +10,348 New
Wolverine Trading
279
Wolverine Trading
Illinois
$312K +$312K +10,339 New
GAM
280
Guinness Asset Management
United Kingdom
$304K -$34.2K -1,134 -10%
SC
281
Slow Capital
California
$303K -$483 -16 -0.2%
TA
282
Teramo Advisors
Florida
$302K +$302K +10,000 New
PI
283
PFG Investments
New York
$298K -$67.7K -2,246 -19%
CAN
284
Cetera Advisor Networks
California
$295K +$43K +1,425 +17%
ECM
285
ExodusPoint Capital Management
New York
$288K +$288K +9,534 New
FSA
286
Fort Sheridan Advisors
Illinois
$287K -$18.1K -600 -6%
GT
287
Glenview Trust
Kentucky
$284K
FWM
288
FFT Wealth Management
Pennsylvania
$276K +$20K +663 +8%
TMAM
289
Tokio Marine Asset Management
Japan
$265K +$24.2K +803 +10%
RPCONE
290
Retirement Planning Company of New England
Rhode Island
$264K -$41.9K -1,388 -14%
EGA
291
E&G Advisors
Texas
$259K -$3.02K -100 -1%
MC
292
Moors & Cabot
Massachusetts
$259K -$5.28K -175 -2%
Franklin Resources
293
Franklin Resources
California
$257K +$875 +29 +0.3%
ALAM
294
Asahi Life Asset Management
Japan
$257K +$257K +8,520 New
FG
295
Fiduciary Group
Georgia
$253K +$3.02K +100 +1%
CFO
296
Collective Family Office
Pennsylvania
$252K -$24.1K -800 -9%
SWM
297
Segment Wealth Management
Texas
$247K
Creative Planning
298
Creative Planning
Kansas
$246K -$30.9K -1,025 -11%
TSWM
299
Triangle Securities Wealth Management
North Carolina
$243K
M&T Bank
300
M&T Bank
New York
$239K -$76K -2,519 -24%