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Carlyle Group

394 hedge funds and large institutions have $6.58B invested in Carlyle Group in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 149 increasing their positions, 138 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-33
Holders Change %
-7.73%
% of All Funds
6.21%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
36
Increased
149
Reduced
138
Closed
66
Calls
$121M
Puts
$34.7M
Net Calls
+$86.6M
Net Calls Change
+$128M
Name Holding Trade Value Shares
Change
Shares
Change %
Parallax Volatility Advisers
301
Parallax Volatility Advisers
California
$233K -$126K -3,929 -35%
ARMT
302
Amica Retiree Medical Trust
Rhode Island
$226K +$226K +7,066 New
KWM
303
Keebeck Wealth Management
Illinois
$225K -$256 -8 -0.1%
FDCDDQ
304
Federation des caisses Desjardins du Quebec
Quebec, Canada
$223K +$32K +1,000 +17%
LNC
305
Lincoln National Corp
Pennsylvania
$221K +$5.88K +184 +3%
CAM
306
Cresset Asset Management
Illinois
$219K -$223K -6,966 -50%
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$208K +$96 +3 +0%
Verition Fund Management
308
Verition Fund Management
Connecticut
$206K -$789K -24,706 -79%
ICM
309
Intrepid Capital Management
Florida
$200K +$200K +6,268 New
SOAMC
310
Spirit of America Management Corp
New York
$193K
UB
311
UMB Bank
Missouri
$193K -$18.5K -580 -9%
HIA
312
Harbor Investment Advisory
Maryland
$192K
HCM
313
Highlander Capital Management
New Jersey
$189K
Acadian Asset Management
314
Acadian Asset Management
Massachusetts
$184K
SWM
315
Spire Wealth Management
Virginia
$164K +$68.5K +2,143 +71%
MIM
316
MetLife Investment Management
New Jersey
$133K -$3.51K -110 -3%
CI Investments Inc
317
CI Investments Inc
Ontario, Canada
$133K +$2.02K +63 +2%
NA
318
NewEdge Advisors
Louisiana
$99.8K +$79.6K +2,491 +394%
CCP
319
Carmel Capital Partners
California
$91K -$2.27K -71 -2%
IA
320
IFP Advisors
Florida
$87.7K +$45.1K +1,411 +106%
SSB
321
Sandy Spring Bank
Maryland
$84.6K -$22.9K -718 -21%
CG
322
Cutler Group
California
$82K +$54.1K +1,712 +193%
WSC
323
Wellington Shields & Co
New York
$80.8K -$27.5K -860 -25%
JMF
324
Johnson Midwest Financial
Iowa
$79.7K -$799 -25 -1%
LFG
325
Larson Financial Group
Missouri
$78.4K