CG icon

Carlyle Group

511 hedge funds and large institutions have $8.44B invested in Carlyle Group in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 183 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
7.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
183
Reduced
183
Closed
54
Calls
$102M
Puts
$41.1M
Net Calls
+$60.7M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$495K +$24.2K +603 +5%
SFS
302
Stiles Financial Services
Minnesota
$490K +$241 +6 +0%
Man Group
303
Man Group
United Kingdom
$488K -$4.43M -110,423 -90%
AIM
304
Achmea Investment Management
Netherlands
$487K -$983K -24,474 -67%
CAM
305
Carret Asset Management
New York
$482K -$14.1K -350 -3%
Creative Planning
306
Creative Planning
Kansas
$478K +$44.6K +1,111 +10%
TGAM
307
TBH Global Asset Management
Tennessee
$473K -$30.7K -764 -6%
BFEC
308
Benjamin F. Edwards & Company
Missouri
$472K -$37.1K -925 -7%
CIBC Asset Management
309
CIBC Asset Management
Ontario, Canada
$466K +$196K +4,873 +72%
Franklin Resources
310
Franklin Resources
California
$461K -$110K -2,731 -19%
BC
311
Bridgefront Capital
Texas
$459K -$76K -1,892 -14%
MGAM
312
McGowan Group Asset Management
Texas
$457K -$17.3K -431 -4%
Allspring Global Investments
313
Allspring Global Investments
North Carolina
$453K +$3.13K +78 +0.7%
TW
314
TritonPoint Wealth
Maryland
$449K
FWM
315
FFT Wealth Management
Pennsylvania
$448K -$18K -448 -4%
NSIM
316
North Star Investment Management
Illinois
$440K -$4.5K -112 -1%
PI
317
PFG Investments
New York
$437K +$9.03K +225 +2%
KWA
318
Kingswood Wealth Advisors
California
$437K -$44.4K -1,106 -9%
GAM
319
Guinness Asset Management
United Kingdom
$430K -$36.1K -899 -8%
Schroder Investment Management Group
320
Schroder Investment Management Group
United Kingdom
$429K +$429K +10,692 New
YMRC
321
Yorktown Management & Research Company
Virginia
$426K
FSA
322
Fort Sheridan Advisors
Illinois
$424K
MGIA
323
Moneta Group Investment Advisors
Missouri
$422K +$180K +4,483 +74%
TMAM
324
Tokio Marine Asset Management
Japan
$418K +$49.8K +1,241 +14%
Pathstone Holdings
325
Pathstone Holdings
New Jersey
$413K +$41.3K +1,028 +11%