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Carlyle Group
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Overview Fund Activity

483 hedge funds and large institutions have $9.23B invested in Carlyle Group in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 201 increasing their positions, 127 reducing their positions, and 61 closing their positions.

Holders
483
Holders Change
+24
Holders Change %
+5.23%
% of All Funds
7.64%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
91
Increased
201
Reduced
127
Closed
61
Calls
$38M
Puts
$73.7M
Net Calls
-$35.7M
Net Calls Change
-$182M

Top Buyers

1
SBLIC
1
Security Benefit Life Insurance Company
Kansas
$205M
2
Deutsche Bank
2
Deutsche Bank
Germany
$336M
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$555M
4
Morgan Stanley
4
Morgan Stanley
New York
$991M
5
DekaBank Deutsche Girozentrale
5
DekaBank Deutsche Girozentrale
Germany
$74.3M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$59M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.25M
3
SC
3
Samlyn Capital
New York
$91.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$712K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
326
GSA Capital Partners
United Kingdom
$393K +$393K +8,029 New
PP
327
Paloma Partners
Connecticut
$386K -$843K -17,259 -69%
AWM
328
Apollon Wealth Management
South Carolina
$385K +$489 +10 +0.1%
TFS
329
Thoroughbred Financial Services
Tennessee
$385K +$1.08K +22 +0.3%
SG
330
Stonnington Group
California
$383K -$349K -8,100 -48%
Cambridge Investment Research Advisors
331
Cambridge Investment Research Advisors
Iowa
$381K +$26K +531 +7%
ALAM
332
Asahi Life Asset Management
Japan
$381K +$51.9K +1,060 +16%
AWM
333
AE Wealth Management
Kansas
$380K -$120K -2,454 -24%
HWAM
334
Hennion & Walsh Asset Management
New Jersey
$377K – – –
Daiwa Securities Group
335
Daiwa Securities Group
Japan
$371K – – –
GT
336
Glenview Trust
Kentucky
$367K +$367K +7,500 New
FSA
337
Fort Sheridan Advisors
Illinois
$366K +$47.7K +975 +15%
MC
338
Moors & Cabot
Massachusetts
$366K +$64.9K +1,325 +22%
WJWM
339
Williams Jones Wealth Management
New York
$364K +$24.6K +502 +7%
PWP
340
Principle Wealth Partners
Connecticut
$352K – – –
MWM
341
Mission Wealth Management
California
$351K – – –
CAG
342
Csenge Advisory Group
Florida
$347K +$347K +7,096 New
KWM
343
Keebeck Wealth Management
Illinois
$345K – – –
FDCDDQ
344
Federation des caisses Desjardins du Quebec
Quebec, Canada
$342K -$4.89K -100 -1%
AWA
345
Aaron Wealth Advisors
Illinois
$338K +$338K +16,531 New
Qube Research & Technologies (QRT)
346
Qube Research & Technologies (QRT)
United Kingdom
$336K -$16.2M -331,679 -98%
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$336K +$273K +5,587 +433%
IWC
348
Integrated Wealth Concepts
Massachusetts
$327K +$5.08K +104 +2%
Acadian Asset Management
349
Acadian Asset Management
Massachusetts
$326K -$2.44M -50,099 -88%
FT
350
Fiduciary Trust
Massachusetts
$326K +$326K +6,657 New
12 13
14
15 16