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Carlyle Group
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Overview Fund Activity

416 hedge funds and large institutions have $5.03B invested in Carlyle Group in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 180 increasing their positions, 125 reducing their positions, and 75 closing their positions.

Holders
416
Holders Change
-25
Holders Change %
-5.67%
% of All Funds
7.19%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
54
Increased
180
Reduced
125
Closed
75
Calls
$37M
Puts
$25.9M
Net Calls
+$11.1M
Net Calls Change
+$12.4M

Top Buyers

1
BGC
1
Beutel, Goodman & Co
Ontario, Canada
$106M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$89.9M
3
ACM
3
Argent Capital Management
Missouri
$42.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$624M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$35M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
BlackRock
2
BlackRock
New York
$317M
3
Bessemer Group
3
Bessemer Group
New Jersey
$5.17M
4
Capital World Investors
4
Capital World Investors
California
$414M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$16.6M
Name Market Value Shares Shares
Change 		Shares
Change %
NIM
301
Northeast Investment Management
Massachusetts
$254K 9,811 – –
RC
302
RegentAtlantic Capital
New Jersey
$252K 9,754 -959 -9%
KA
303
Kovack Advisors
Florida
$251K 9,732 +671 +7%
CG
304
Colony Group
Massachusetts
$249K 9,645 -5,020 -34%
FG
305
Fiduciary Group
Georgia
$244K 8,300 +200 +2%
Wellington Management Group
306
Wellington Management Group
Massachusetts
$241K 9,318 +1,068 +13%
AWM
307
Apollon Wealth Management
South Carolina
$240K 9,277 +1,352 +17%
RPCONE
308
Retirement Planning Company of New England
Rhode Island
$238K 9,242 +1,761 +24%
FSA
309
Fort Sheridan Advisors
Illinois
$233K 9,000 +1,250 +16%
MC
310
Moors & Cabot
Massachusetts
$230K 8,903 +425 +5%
Mariner
311
Mariner
Kansas
$229K 8,859 +8,859 New
EGA
312
E&G Advisors
Texas
$227K 8,800 – –
GAA
313
Global Assets Advisory
Florida
$227K 8,028 +8,028 New
VWA
314
Visionary Wealth Advisors
Illinois
$223K 8,640 -974 -10%
PAG
315
Private Advisor Group
New Jersey
$218K 8,425 -43,780 -84%
Manulife (Manufacturers Life Insurance)
316
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$214K 8,279 -145 -2%
SWM
317
Segment Wealth Management
Texas
$212K 8,200 – –
TRCT
318
Tower Research Capital (TRC)
New York
$210K 8,136 +1,201 +17%
BNP Paribas Asset Management
319
BNP Paribas Asset Management
France
$206K 7,988 -57,512 -88%
TFS
320
Thoroughbred Financial Services
Tennessee
$205K 7,954 -961 -11%
EC
321
EdgeRock Capital
Colorado
$194K 7,491 – –
HIA
322
Harbor Investment Advisory
Maryland
$180K 6,950 – –
BAM
323
Belpointe Asset Management
Nevada
$178K 6,896 -1,991 -22%
Acadian Asset Management
324
Acadian Asset Management
Massachusetts
$172K 6,682 +6,682 New
Fidelity International
325
Fidelity International
Bermuda
$166K 6,421 +6,421 New
11 12
13
14 15