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Carlyle Group
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Overview Fund Activity

518 hedge funds and large institutions have $8.93B invested in Carlyle Group in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 170 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
+7
Holders Change %
+1.37%
% of All Funds
7.49%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
58
Increased
204
Reduced
170
Closed
48
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$19M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M
2
Boston Partners
2
Boston Partners
Massachusetts
$286M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$54.5M
4
Amundi
4
Amundi
France
$82.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$82.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$919M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$22.3M
3
Ameriprise
3
Ameriprise
Minnesota
$89.1M
4
EAM
4
Eagle Asset Management
Florida
$57.8M
5
VVP
5
Vulcan Value Partners
Alabama
$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
276
SMH Capital Advisors
Texas
$687K +$4.61K +107 +0.7%
Swedbank
277
Swedbank
Sweden
$681K – – –
BWP
278
Baldwin Wealth Partners
Massachusetts
$677K – – –
DM
279
Deerfield Management
New York
$660K +$660K +15,332 New
CA
280
Carson Advisory
Georgia
$655K -$8.44K -196 -1%
TFS
281
Thoroughbred Financial Services
Tennessee
$648K +$2.37K +55 +0.4%
ICM
282
Intrepid Capital Management
Florida
$647K +$55.2K +1,283 +9%
Natixis Advisors
283
Natixis Advisors
Massachusetts
$644K -$19.3K -448 -3%
SF
284
Synovus Financial
Georgia
$633K -$28.3K -658 -4%
First Manhattan
285
First Manhattan
New York
$606K -$28K -650 -4%
USAA
286
United Services Automobile Association
Texas
$592K -$133K -3,082 -18%
CWM
287
CIBC World Markets
New York
$587K +$42.2K +980 +8%
SP
288
Stablepoint Partners
Massachusetts
$576K – – –
EC
289
EntryPoint Capital
New York
$575K +$575K +13,354 New
IMRF
290
Illinois Municipal Retirement Fund
Illinois
$573K -$622K -14,443 -52%
PA
291
Promethium Advisors
Maryland
$567K +$567K +13,165 New
PP
292
Paloma Partners
Connecticut
$562K +$562K +13,051 New
SBH
293
Segall Bryant & Hamill
Illinois
$560K +$560K +13,000 New
BRWA
294
B. Riley Wealth Advisors
Florida
$559K +$21.5K +495 +4%
ZF
295
Zhang Financial
Michigan
$551K -$6.07K -141 -1%
Creative Planning
296
Creative Planning
Kansas
$551K +$38K +882 +7%
MSRPS
297
Maryland State Retirement & Pension System
Maryland
$539K -$147K -3,418 -21%
NSIM
298
North Star Investment Management
Illinois
$536K +$64.5K +1,499 +14%
CCIA
299
Campbell & Co Investment Adviser
Maryland
$532K -$3.41M -79,157 -86%
SFS
300
Stiles Financial Services
Minnesota
$526K +$86 +2 +0%
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12
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