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Carlyle Group
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Overview Fund Activity

518 hedge funds and large institutions have $8.93B invested in Carlyle Group in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 170 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
+7
Holders Change %
+1.37%
% of All Funds
7.49%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
58
Increased
204
Reduced
170
Closed
48
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$19M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M
2
Boston Partners
2
Boston Partners
Massachusetts
$286M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$54.5M
4
Amundi
4
Amundi
France
$82.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$82.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$919M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$22.3M
3
Ameriprise
3
Ameriprise
Minnesota
$89.1M
4
EAM
4
Eagle Asset Management
Florida
$57.8M
5
VVP
5
Vulcan Value Partners
Alabama
$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
301
CIBC Asset Management
Ontario, Canada
$525K +$24.5K +569 +5%
FWM
302
FFT Wealth Management
Pennsylvania
$518K +$37K +859 +8%
CAM
303
Carret Asset Management
New York
$512K -$5.38K -125 -1%
JSW
304
Journey Strategic Wealth
New Jersey
$510K +$510K +11,847 New
TGAM
305
TBH Global Asset Management
Tennessee
$507K – – –
CAM
306
Cresset Asset Management
Illinois
$493K +$89.7K +2,084 +22%
AWA
307
Arete Wealth Advisors
Illinois
$490K -$276K -6,403 -36%
TW
308
TritonPoint Wealth
Maryland
$487K – – –
MGAM
309
McGowan Group Asset Management
Texas
$484K -$6.2K -144 -1%
KWA
310
Kingswood Wealth Advisors
California
$472K +$2.5K +58 +0.5%
RPCONE
311
Retirement Planning Company of New England
Rhode Island
$469K +$33.2K +772 +8%
FSA
312
Fort Sheridan Advisors
Illinois
$465K +$10.8K +250 +2%
RJT
313
Raymond James Trust
Florida
$464K +$30.5K +708 +7%
Macquarie Group
314
Macquarie Group
Australia
$457K +$186K +4,318 +68%
TMAM
315
Tokio Marine Asset Management
Japan
$455K +$6.8K +158 +2%
BAMF
316
BI Asset Management Fondsmaeglerselskab
Denmark
$424K +$336K +7,789 +380%
Pathstone Holdings
317
Pathstone Holdings
New Jersey
$417K -$25.8K -599 -6%
PI
318
PFG Investments
New York
$414K -$55.2K -1,281 -12%
GAM
319
Guinness Asset Management
United Kingdom
$414K -$47.2K -1,096 -10%
ProShare Advisors
320
ProShare Advisors
Maryland
$395K -$43.8K -1,017 -10%
KA
321
Kovack Advisors
Florida
$393K -$8.96K -208 -2%
AWS
322
Atria Wealth Solutions
New York
$383K -$215K -4,992 -36%
ET
323
Entropy Technologies
New York
$381K +$381K +8,858 New
CL
324
Choreo LLC
Illinois
$379K +$62.1K +1,438 +20%
PAG
325
Private Advisor Group
New Jersey
$375K -$54.7K -1,270 -13%
11 12
13
14 15