CG icon

Carlyle Group

441 hedge funds and large institutions have $6.03B invested in Carlyle Group in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 127 reducing their positions, and 89 closing their positions.

Holders
441
Holders Change
-42
Holders Change %
-8.7%
% of All Funds
7.46%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
58
Increased
203
Reduced
127
Closed
89
Calls
$47.7M
Puts
$49M
Net Calls
-$1.31M
Net Calls Change
+$34.4M
Name Market Value Shares Shares
Change
Shares
Change %
TPW
301
Transatlantique Private Wealth
New York
$323K 10,189 +10,189 New
Axa
302
Axa
France
$320K 10,099 -516,901 -98%
RIG
303
Roosevelt Investment Group
New York
$317K 10,000
Creative Planning
304
Creative Planning
Kansas
$317K 10,012 +696 +7%
ProShare Advisors
305
ProShare Advisors
Maryland
$316K 9,983 -1,851 -16%
Daiwa Securities Group
306
Daiwa Securities Group
Japan
$311K 9,836 +2,260 +30%
NIM
307
Northeast Investment Management
Massachusetts
$311K 9,811 +4,784 +95%
EDRH
308
Edmond de Rothschild Holding
Switzerland
$311K 9,812 +8,517 +658%
EGM
309
Engineers Gate Manager
New York
$308K 9,717 +9,717 New
VWA
310
Visionary Wealth Advisors
Illinois
$304K 9,614 +661 +7%
VanEck Associates
311
VanEck Associates
New York
$300K 9,463 -116 -1%
KCM
312
Kendall Capital Management
Maryland
$298K 9,405 +9,405 New
AAS
313
Ameritas Advisory Services
Nebraska
$294K 9,285 +4,845 +109%
Nordea Investment Management
314
Nordea Investment Management
Sweden
$287K 9,312 -335 -3%
KA
315
Kovack Advisors
Florida
$287K 9,061 +66 +0.7%
TFS
316
Thoroughbred Financial Services
Tennessee
$282K 8,915 +1,035 +13%
BAM
317
Belpointe Asset Management
Nevada
$281K 8,887 +492 +6%
CAPTRUST Financial Advisors
318
CAPTRUST Financial Advisors
North Carolina
$280K 8,855 +1,979 +29%
EGA
319
E&G Advisors
Texas
$279K 8,800 -600 -6%
FG
320
Fiduciary Group
Georgia
$278K 8,100
MC
321
Moors & Cabot
Massachusetts
$268K 8,478 +1,000 +13%
Manulife (Manufacturers Life Insurance)
322
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$267K 8,424 +152 +2%
Wellington Management Group
323
Wellington Management Group
Massachusetts
$261K 8,250 -375,945 -98%
RJT
324
Raymond James Trust
Florida
$261K 8,255 -164 -2%
SWM
325
Segment Wealth Management
Texas
$260K 8,200