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Carlyle Group
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Overview Fund Activity

411 hedge funds and large institutions have $6.22B invested in Carlyle Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+17
Holders Change %
+4.31%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
52
Increased
142
Reduced
140
Closed
31
Calls
$119M
Puts
$31.2M
Net Calls
+$87.4M
Net Calls Change
+$781K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$268M
2
Capital World Investors
Capital World Investors
California
$602M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$37.5M
4
SH
SeaTown Holdings
Singapore
$29.9M
5
AI
Ariel Investments
Illinois
$192M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$544M
2
VVP
Vulcan Value Partners
Alabama
$296M
3
Vanguard Group
Vanguard Group
Pennsylvania
$697M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$72.9M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aviva
301
Aviva
United Kingdom
$239K -$4.01K -133 -2%
VPIM
302
Vanguard Personalized Indexing Management
California
$239K +$3.11K +103 +1%
VWA
303
Visionary Wealth Advisors
Illinois
$238K -$9.05K -300 -4%
NW
304
NewEdge Wealth
Pennsylvania
$237K +$6.58K +218 +3%
FPCP
305
Fort Point Capital Partners
California
$235K -$107K -3,560 -31%
CC
306
Centiva Capital
New York
$231K +$231K +7,643 New
X
307
Xponance
Pennsylvania
$230K +$8.2K +272 +4%
CG
308
Colony Group
Massachusetts
$229K -$17.9K -595 -7%
AA
309
Ancora Advisors
Ohio
$226K – – –
EC
310
EdgeRock Capital
Colorado
$226K – – –
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$225K +$156K +5,180 +228%
O
312
Ossiam
France
$221K -$827K -27,424 -79%
KAS
313
Kestra Advisory Services
Texas
$221K +$221K +7,328 New
EFSCE
314
Enterprise Financial Services Corp (EFSC)
Missouri
$221K -$603 -20 -0.3%
CIBC Asset Management
315
CIBC Asset Management
Ontario, Canada
$220K +$23.8K +789 +12%
BBVA
316
Banco Bilbao Vizcaya Argentaria
Spain
$215K -$497K -16,289 -70%
Wealth Enhancement Advisory Services
317
Wealth Enhancement Advisory Services
Minnesota
$213K +$213K +7,070 New
ARMT
318
Amica Retiree Medical Trust
Rhode Island
$213K – – –
KWM
319
Keebeck Wealth Management
Illinois
$213K – – –
PWP
320
Principle Wealth Partners
Connecticut
$212K -$30.2K -1,000 -12%
PFO
321
Pathstone Family Office
New Jersey
$210K +$210K +6,969 New
KCM
322
KRS Capital Management
Michigan
$210K +$210K +6,950 New
BL
323
BFSG LLC
California
$205K +$205K +6,810 New
CAM
324
Cresset Asset Management
Illinois
$203K -$4.22K -140 -2%
Nisa Investment Advisors
325
Nisa Investment Advisors
Missouri
$187K +$187K +6,200 New
11 12
13
14 15