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Carlyle Group

511 hedge funds and large institutions have $8.44B invested in Carlyle Group in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 183 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
7.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
183
Reduced
183
Closed
54
Calls
$102M
Puts
$41.1M
Net Calls
+$60.7M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Daiwa Securities Group
276
Daiwa Securities Group
Japan
$641K +$60.2K +1,500 +10%
MSRPS
277
Maryland State Retirement & Pension System
Maryland
$640K
SCA
278
SMH Capital Advisors
Texas
$636K +$636K +15,845 New
SP
279
Stablepoint Partners
Massachusetts
$636K -$3.28K -69 -0.5%
Swedbank
280
Swedbank
Sweden
$635K +$1.69K +42 +0.3%
EL
281
EMFO LLC
Florida
$631K -$201K -5,000 -24%
BWP
282
Baldwin Wealth Partners
Massachusetts
$631K
CA
283
Carson Advisory
Georgia
$619K -$44K -1,097 -7%
Natixis Advisors
284
Natixis Advisors
Massachusetts
$619K -$6.53M -162,595 -91%
MML Investors Services
285
MML Investors Services
Massachusetts
$618K -$94.1K -2,345 -13%
SF
286
Synovus Financial
Georgia
$617K -$923 -23 -0.1%
TI
287
Trexquant Investment
Connecticut
$603K +$187K +4,646 +45%
TFS
288
Thoroughbred Financial Services
Tennessee
$602K +$76.3K +1,901 +15%
First Manhattan
289
First Manhattan
New York
$591K
Mirae Asset Global Investments
290
Mirae Asset Global Investments
South Korea
$568K +$85.3K +2,138 +18%
AWS
291
Atria Wealth Solutions
New York
$557K -$28.6K -712 -5%
ICM
292
Intrepid Capital Management
Florida
$551K +$50.3K +1,252 +10%
A
293
AlphaQuest
New York
$544K +$354K +8,817 +186%
BAM
294
Belpointe Asset Management
Nevada
$535K +$535K +13,319 New
FCA
295
Fortis Capital Advisors
Kansas
$535K +$535K +13,319 New
ZF
296
Zhang Financial
Michigan
$520K +$442 +11 +0.1%
AIM
297
Aigen Investment Management
New York
$517K +$181K +4,517 +54%
YIH
298
Y-Intercept (HK)
Hong Kong
$509K +$509K +12,676 New
CWM
299
CIBC World Markets
New York
$508K +$152K +3,788 +43%
BRWA
300
B. Riley Wealth Advisors
Florida
$497K -$98.8K -2,460 -17%