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Carlyle Group
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Overview Fund Activity

517 hedge funds and large institutions have $9.81B invested in Carlyle Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 182 increasing their positions, 158 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+48
Holders Change %
+10.23%
% of All Funds
7.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
89
Increased
182
Reduced
158
Closed
37
Calls
$137M
Puts
$54.2M
Net Calls
+$83.2M
Net Calls Change
+$2.81M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$143M
2
Boston Partners
Boston Partners
Massachusetts
+$109M
3
EAM
Eagle Asset Management
Florida
+$82.5M
4
FCM
Frontier Capital Management
Massachusetts
+$56M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$38.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$493M
2
BlackRock
BlackRock
New York
-$365M
3
Goldman Sachs
Goldman Sachs
New York
-$84.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$72.4M
5
AI
Ariel Investments
Illinois
-$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
276
Carson Advisory
Georgia
$775K -$23.3K -497 -3%
CA
277
Cetera Advisors
Colorado
$773K +$773K +16,480 New
GBA
278
Garrison Bradford & Associates
New York
$771K +$657 +14 +0.1%
USAA
279
United Services Automobile Association
Texas
$767K +$767K +16,352 New
ORC
280
O'Rourke & Company
Massachusetts
$762K +$75K +1,599 +11%
FF
281
Friedenthal Financial
New Jersey
$759K -$111K -2,373 -13%
IWC
282
Integrated Wealth Concepts
Massachusetts
$757K +$44K +937 +6%
NW
283
NewEdge Wealth
Pennsylvania
$747K +$430K +10,607 +136%
Swedbank
284
Swedbank
Sweden
$740K – – –
BWP
285
Baldwin Wealth Partners
Massachusetts
$737K – – –
SF
286
Synovus Financial
Georgia
$722K -$7.04K -150 -1%
Nordea Investment Management
287
Nordea Investment Management
Sweden
$721K – – –
MSRPS
288
Maryland State Retirement & Pension System
Maryland
$711K – – –
Axa
289
Axa
France
$702K +$328 +7 +0%
RJT
290
Raymond James Trust
Florida
$700K +$34.2K +730 +5%
First Manhattan
291
First Manhattan
New York
$691K – – –
AWS
292
Atria Wealth Solutions
New York
$684K -$178K -3,794 -21%
Daiwa Securities Group
293
Daiwa Securities Group
Japan
$679K +$37.5K +800 +6%
Aviva
294
Aviva
United Kingdom
$677K -$1.87M -39,917 -73%
Franklin Resources
295
Franklin Resources
California
$667K +$34.4K +734 +5%
Janus Henderson Group
296
Janus Henderson Group
United Kingdom
$646K -$247K -5,264 -28%
SP
297
Stablepoint Partners
Massachusetts
$631K – – –
CIA
298
Concurrent Investment Advisors
Florida
$627K +$627K +13,368 New
BC
299
Bridgefront Capital
Texas
$625K +$625K +13,329 New
AC
300
AXQ Capital
New Jersey
$624K +$624K +13,300 New
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