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Carlyle Group
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Overview Fund Activity

459 hedge funds and large institutions have $9.79B invested in Carlyle Group in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 160 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+66
Holders Change %
+16.79%
% of All Funds
7.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
102
Increased
160
Reduced
128
Closed
31
Calls
$184M
Puts
$36.9M
Net Calls
+$147M
Net Calls Change
+$100M

Top Buyers

1
BlackRock
BlackRock
New York
$782M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$162M
3
Deutsche Bank
Deutsche Bank
Germany
$166M
4
Morgan Stanley
Morgan Stanley
New York
$1B
5
Alkeon Capital Management
Alkeon Capital Management
New York
$482M

Top Sellers

1
Jane Street
Jane Street
New York
$380K
2
SC
Samlyn Capital
New York
$169M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$16.4M
4
Capital Research Global Investors
Capital Research Global Investors
California
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
326
Dakota Wealth Management
Florida
$384K – – –
WJWM
327
Williams Jones Wealth Management
New York
$381K – – –
Jane Street
328
Jane Street
New York
$380K -$99.5M -1,812,296 -100%
ZF
329
Zhang Financial
Michigan
$379K +$379K +6,911 New
Vontobel Holding
330
Vontobel Holding
Switzerland
$372K +$138K +2,520 +59%
ALAM
331
Asahi Life Asset Management
Japan
$369K -$51.6K -940 -12%
IWC
332
Integrated Wealth Concepts
Massachusetts
$362K +$14K +255 +4%
FSA
333
Fort Sheridan Advisors
Illinois
$357K – – –
TC
334
TwinBeech Capital
New York
$345K -$242K -4,416 -41%
UB
335
UMB Bank
Missouri
$343K +$343K +6,244 New
MC
336
Moors & Cabot
Massachusetts
$338K +$16.5K +300 +5%
SOAMC
337
Spirit of America Management Corp
New York
$332K – – –
JIP
338
Jaffetilchin Investment Partners
Florida
$329K +$51.4K +938 +19%
GPWA
339
Great Point Wealth Advisors
Massachusetts
$329K +$329K +6,000 New
BWM
340
BigSur Wealth Management
Florida
$320K – – –
VWA
341
Visionary Wealth Advisors
Illinois
$319K -$11K -200 -3%
Walleye Capital
342
Walleye Capital
New York
$318K +$45K +820 +16%
WIA
343
Westbourne Investment Advisors
Maryland
$313K – – –
MFG
344
Magnus Financial Group
New York
$312K +$43.1K +785 +16%
LNC
345
Lincoln National Corp
Pennsylvania
$310K -$26.1K -476 -8%
PPW
346
Parcion Private Wealth
Washington
$307K – – –
TFA
347
Triad Financial Advisors
North Carolina
$306K +$306K +5,580 New
KAS
348
Kestra Advisory Services
Texas
$304K +$988 +18 +0.3%
QT
349
Quantamental Technologies
New York
$297K +$297K +5,418 New
DT
350
Diversified Trust
Tennessee
$293K -$48.6K -886 -14%
12 13
14
15 16