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Carlyle Group
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Overview Fund Activity

483 hedge funds and large institutions have $9.23B invested in Carlyle Group in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 201 increasing their positions, 127 reducing their positions, and 61 closing their positions.

Holders
483
Holders Change
+24
Holders Change %
+5.23%
% of All Funds
7.64%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
91
Increased
201
Reduced
127
Closed
61
Calls
$38M
Puts
$73.7M
Net Calls
-$35.7M
Net Calls Change
-$182M

Top Buyers

1
SBLIC
1
Security Benefit Life Insurance Company
Kansas
$205M
2
Deutsche Bank
2
Deutsche Bank
Germany
$336M
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$555M
4
Morgan Stanley
4
Morgan Stanley
New York
$991M
5
DekaBank Deutsche Girozentrale
5
DekaBank Deutsche Girozentrale
Germany
$74.3M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$59M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.25M
3
SC
3
Samlyn Capital
New York
$91.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$712K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
301
AssetMark Inc
California
$570K 11,663 +11,449 +5,350%
SW
302
SteelPeak Wealth
California
$560K 11,450 +11,450 New
BC
303
Brookfield Corp
Ontario, Canada
$550K 11,240 +11,240 New
RIM
304
Redpoint Investment Management
Australia
$540K 11,031 – –
BA
305
Bellwether Advisors
Nebraska
$533K 10,905 +54 +0.5%
Mercer Global Advisors
306
Mercer Global Advisors
Colorado
$529K 10,810 +3,053 +39%
RC
307
RegentAtlantic Capital
New Jersey
$526K 10,757 +930 +9%
MML Investors Services
308
MML Investors Services
Massachusetts
$517K 10,562 +10,562 New
SMDAM
309
Sumitomo Mitsui DS Asset Management
Japan
$516K 10,548 – –
National Bank of Canada
310
National Bank of Canada
Quebec, Canada
$509K 10,249 -323,579 -97%
RIG
311
Roosevelt Investment Group
New York
$489K 10,000 – –
Nordea Investment Management
312
Nordea Investment Management
Sweden
$473K 9,647 +348 +4%
VanEck Associates
313
VanEck Associates
New York
$469K 9,579 +1,988 +26%
EGA
314
E&G Advisors
Texas
$460K 9,400 – –
Creative Planning
315
Creative Planning
Kansas
$456K 9,316 +1,997 +27%
XT
316
XTX Topco
Cayman Islands
$451K 9,227 +9,227 New
KA
317
Kovack Advisors
Florida
$439K 8,995 +1,491 +20%
VWA
318
Visionary Wealth Advisors
Illinois
$438K 8,953 +3,138 +54%
M&T Bank
319
M&T Bank
New York
$432K 8,827 -1,517 -15%
RJT
320
Raymond James Trust
Florida
$412K 8,419 -579 -6%
BAM
321
Belpointe Asset Management
Nevada
$411K 8,395 +8,395 New
Manulife (Manufacturers Life Insurance)
322
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$405K 8,272 +1,881 +29%
SWM
323
Segment Wealth Management
Texas
$401K 8,200 +8,200 New
SS
324
Simplicity Solutions
Minnesota
$398K 8,146 -6,806 -46%
SC
325
Slow Capital
California
$397K 8,108 -41,148 -84%
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