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Carlyle Group
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Overview Fund Activity

427 hedge funds and large institutions have $6.36B invested in Carlyle Group in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 164 increasing their positions, 121 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+11
Holders Change %
+2.64%
% of All Funds
6.89%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
80
Increased
164
Reduced
121
Closed
64
Calls
$49.5M
Puts
$59.8M
Net Calls
-$10.3M
Net Calls Change
-$21.4M

Top Buyers

1
AI
Ariel Investments
Illinois
+$87.3M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$84.9M
3
N
Natixis
France
+$81.6M
4
Morgan Stanley
Morgan Stanley
New York
+$75M
5
Goldman Sachs
Goldman Sachs
New York
+$61.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$412M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$63.5M
3
VVP
Vulcan Value Partners
Alabama
-$47.6M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$36.8M
5
Marshall Wace
Marshall Wace
United Kingdom
-$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
301
Principle Wealth Partners
Connecticut
$284K -$62.7K -2,100 -18%
KA
302
Kovack Advisors
Florida
$284K -$6.36K -213 -2%
CICI
303
Capital Investment Counsel Inc
North Carolina
$279K +$279K +9,350 New
Acadian Asset Management
304
Acadian Asset Management
Massachusetts
$278K +$79K +2,651 +40%
RPCONE
305
Retirement Planning Company of New England
Rhode Island
$273K -$2.33K -78 -0.8%
VWA
306
Visionary Wealth Advisors
Illinois
$264K +$5.97K +200 +2%
Creative Planning
307
Creative Planning
Kansas
$263K -$36.7K -1,229 -12%
EGA
308
E&G Advisors
Texas
$263K – – –
PAG
309
Private Advisor Group
New Jersey
$261K +$113K +6,408 +76%
MC
310
Moors & Cabot
Massachusetts
$259K -$6.71K -225 -3%
BCM
311
Bayesian Capital Management
New York
$258K +$258K +8,632 New
CG
312
Colony Group
Massachusetts
$254K -$33.5K -1,125 -12%
FG
313
Fiduciary Group
Georgia
$248K – – –
Manulife (Manufacturers Life Insurance)
314
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$245K -$1.85K -62 -0.7%
SWM
315
Segment Wealth Management
Texas
$245K – – –
TSWM
316
Triangle Securities Wealth Management
North Carolina
$239K +$239K +7,995 New
GAA
317
Global Assets Advisory
Florida
$235K -$4.75K -159 -2%
Cetera Investment Advisers
318
Cetera Investment Advisers
Illinois
$233K +$233K +7,824 New
AWM
319
AE Wealth Management
Kansas
$232K +$232K +7,773 New
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$227K +$180K +6,028 +384%
EC
321
EdgeRock Capital
Colorado
$224K – – –
GT
322
Glenview Trust
Kentucky
$224K +$224K +7,500 New
RJT
323
Raymond James Trust
Florida
$223K +$223K +7,467 New
NW
324
NewEdge Wealth
Pennsylvania
$223K +$223K +7,472 New
WJWM
325
Williams Jones Wealth Management
New York
$218K +$218K +7,308 New
11 12
13
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