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Carlyle Group
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Overview Fund Activity

517 hedge funds and large institutions have $9.81B invested in Carlyle Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 182 increasing their positions, 158 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+48
Holders Change %
+10.23%
% of All Funds
7.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
89
Increased
182
Reduced
158
Closed
37
Calls
$137M
Puts
$54.2M
Net Calls
+$83.2M
Net Calls Change
+$2.81M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$143M
2
Boston Partners
Boston Partners
Massachusetts
+$109M
3
EAM
Eagle Asset Management
Florida
+$82.5M
4
FCM
Frontier Capital Management
Massachusetts
+$56M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$38.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$493M
2
BlackRock
BlackRock
New York
-$365M
3
Goldman Sachs
Goldman Sachs
New York
-$84.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$72.4M
5
AI
Ariel Investments
Illinois
-$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
301
Engineers Gate Manager
New York
$619K +$619K +13,196 New
TRCT
302
Tower Research Capital (TRC)
New York
$619K -$1.71M -36,548 -73%
TFS
303
Thoroughbred Financial Services
Tennessee
$614K -$146K -3,113 -19%
ZF
304
Zhang Financial
Michigan
$606K -$61.6K -1,314 -9%
BFEC
305
Benjamin F. Edwards & Company
Missouri
$595K +$69.1K +1,473 +13%
TGAM
306
TBH Global Asset Management
Tennessee
$588K -$10.6K -226 -2%
ICM
307
Intrepid Capital Management
Florida
$586K +$17.8K +380 +3%
CAM
308
Carret Asset Management
New York
$580K -$4.69K -100 -0.8%
NA
309
NewEdge Advisors
Louisiana
$578K +$524K +11,179 +973%
SFS
310
Stiles Financial Services
Minnesota
$573K -$12.6K -268 -2%
Mirae Asset Global Investments
311
Mirae Asset Global Investments
South Korea
$568K -$121K -2,581 -18%
CAN
312
Cetera Advisor Networks
California
$566K +$82.1K +1,750 +17%
KWA
313
Kingswood Wealth Advisors
California
$563K – – –
MGAM
314
McGowan Group Asset Management
Texas
$554K +$751 +16 +0.1%
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$550K -$251K -5,352 -31%
FWM
316
FFT Wealth Management
Pennsylvania
$545K +$72.1K +1,538 +15%
GAM
317
Guinness Asset Management
United Kingdom
$544K -$16.7K -355 -3%
RPCONE
318
Retirement Planning Company of New England
Rhode Island
$531K +$12.7K +271 +2%
BAMF
319
BI Asset Management Fondsmaeglerselskab
Denmark
$527K -$437K -9,314 -45%
Allspring Global Investments
320
Allspring Global Investments
North Carolina
$526K +$23.8K +507 +5%
NSIM
321
North Star Investment Management
Illinois
$519K +$8.73K +186 +2%
DPAM
322
Degroof Petercam Asset Management
Belgium
$507K -$4.4M -93,700 -90%
Creative Planning
323
Creative Planning
Kansas
$506K +$506K +10,794 New
PI
324
PFG Investments
New York
$501K -$2.67K -57 -0.5%
TPCW
325
TD Private Client Wealth
New York
$498K +$20.5K +437 +4%
11 12
13
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