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Carlyle Group

469 hedge funds and large institutions have $9.15B invested in Carlyle Group in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 33 closing their positions.

Holders
469
Holders Change
+58
Holders Change %
+14.11%
% of All Funds
6.88%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
98
Increased
156
Reduced
157
Closed
33
Calls
$148M
Puts
$67.9M
Net Calls
+$80.4M
Net Calls Change
-$7.01M
Name Market Value Shares Shares
Change
Shares
Change %
SCM
276
Sterneck Capital Management
Missouri
$620K 15,240 -6,783 -31%
IWC
277
Integrated Wealth Concepts
Massachusetts
$618K 15,199 -1,180 -7%
Axa
278
Axa
France
$609K 14,962 +84 +0.6%
WWM
279
Whalen Wealth Management
Nevada
$608K 14,947 +14,947 New
PP
280
Prudential plc
United Kingdom
$604K 14,844 -76 -0.5%
First Manhattan
281
First Manhattan
New York
$599K 14,725 +1,500 +11%
Mirae Asset Global Investments
282
Mirae Asset Global Investments
South Korea
$597K 14,680 +14,680 New
ORC
283
O'Rourke & Company
Massachusetts
$596K 14,642 +896 +7%
ZF
284
Zhang Financial
Michigan
$579K 14,242 -1,681 -11%
RJT
285
Raymond James Trust
Florida
$577K 14,183 +1,175 +9%
LA
286
LBP AM
France
$567K 13,941
Daiwa Securities Group
287
Daiwa Securities Group
Japan
$556K 13,673 +700 +5%
Franklin Resources
288
Franklin Resources
California
$549K 13,484 +4,948 +58%
SP
289
Stablepoint Partners
Massachusetts
$547K 13,446 +13,446 New
GS
290
GTS Securities
New York
$542K 13,309 -4,832 -27%
KCM
291
Kendall Capital Management
Maryland
$538K 13,227 -7,285 -36%
TGAM
292
TBH Global Asset Management
Tennessee
$519K 12,763 -2,333 -15%
SFS
293
Stiles Financial Services
Minnesota
$507K 12,473 +560 +5%
BRWA
294
B. Riley Wealth Advisors
Florida
$507K 12,466 -2,363 -16%
CAM
295
Carret Asset Management
New York
$507K 12,465 +665 +6%
EP
296
Edgestream Partners
New Jersey
$506K 12,442 +12,442 New
HI
297
Handelsinvest Investeringsforvaltning
Denmark
$494K 12,152 -97,848 -89%
ICM
298
Intrepid Capital Management
Florida
$492K 12,103 +305 +3%
KWA
299
Kingswood Wealth Advisors
California
$488K 11,998 -2,922 -20%
SCP
300
Stamos Capital Partners
California
$487K 11,980 +11,980 New