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Carlyle Group
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Overview Fund Activity

342 hedge funds and large institutions have $6.54B invested in Carlyle Group in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 132 increasing their positions, 91 reducing their positions, and 26 closing their positions.

Holders
342
Holders Change
+26
Holders Change %
+8.23%
% of All Funds
5.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
54
Increased
132
Reduced
91
Closed
26
Calls
$120M
Puts
$17.6M
Net Calls
+$102M
Net Calls Change
+$40.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$745M
2
Capital World Investors
2
Capital World Investors
California
$870M
3
BlackRock
3
BlackRock
New York
$361M
4
State Street
4
State Street
Massachusetts
$152M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$41.7M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$842M
2
Goldman Sachs
2
Goldman Sachs
New York
$32M
3
SC
3
Samlyn Capital
New York
$107M
4
JSP
4
Jackson Square Partners
California
$131M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.88M
Name Market Value Shares Shares
Change 		Shares
Change %
CFN
301
Cordasco Financial Network
Florida
$113K 2,426 +15 +0.6%
FWM
302
Focused Wealth Management
New York
$110K 2,361 +6 +0.3%
Ensign Peak Advisors
303
Ensign Peak Advisors
Utah
$109K 2,345 +2,345 New
HFM
304
Harvest Fund Management
China
$107K 2,315 – –
BCV
305
Banque Cantonale Vaudoise
Switzerland
$107K 2,300 – –
ASN
306
Advisory Services Network
Georgia
$106K 2,271 +2,271 New
CWP
307
Concord Wealth Partners
Virginia
$93K 2,000 – –
HCM
308
Highlander Capital Management
New Jersey
$93K 2,000 – –
CP
309
Castleview Partners
Texas
$93K 2,000 +2,000 New
AIM
310
Anchor Investment Management
South Carolina
$93K 2,000 – –
US Bancorp
311
US Bancorp
Minnesota
$79K 1,700 – –
CAPTRUST Financial Advisors
312
CAPTRUST Financial Advisors
North Carolina
$54K 1,163 +100 +9%
AWA
313
Arkadios Wealth Advisors
Georgia
$49K 1,062 +7 +0.7%
DOA
314
D'Orazio & Associates
Virginia
$48K 1,034 +6 +0.6%
APA
315
American Portfolios Advisors
New York
$47.6K 1,025 +895 +688%
SAM
316
Shell Asset Management
Netherlands
$47K 1,012 -307 -23%
EWA
317
Evolution Wealth Advisors
Florida
$47K 1,005 – –
WT
318
Washington Trust
Rhode Island
$46K 1,000 – –
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$46K 1,000 – –
CCC
320
Crescent Capital Consulting
Louisiana
$46K 1,000 – –
Canada Pension Plan Investment Board
321
Canada Pension Plan Investment Board
Ontario, Canada
$44K 942 +942 New
ZB
322
Zions Bancorporation
Utah
$42K 906 – –
HI
323
Harbour Investments
Wisconsin
$42K 904 +527 +140%
GWM
324
Geneos Wealth Management
Colorado
$28K 609 +4 +0.7%
HCP
325
Hexagon Capital Partners
Arkansas
$27K 571 – –
11 12
13
14 15