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Carlyle Group
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Overview Fund Activity

416 hedge funds and large institutions have $5.03B invested in Carlyle Group in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 180 increasing their positions, 125 reducing their positions, and 75 closing their positions.

Holders
416
Holders Change
-25
Holders Change %
-5.67%
% of All Funds
7.19%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
54
Increased
180
Reduced
125
Closed
75
Calls
$37M
Puts
$25.9M
Net Calls
+$11.1M
Net Calls Change
+$12.4M

Top Buyers

1
BGC
1
Beutel, Goodman & Co
Ontario, Canada
$106M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$89.9M
3
ACM
3
Argent Capital Management
Missouri
$42.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$624M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$35M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
BlackRock
2
BlackRock
New York
$317M
3
Bessemer Group
3
Bessemer Group
New Jersey
$5.17M
4
Capital World Investors
4
Capital World Investors
California
$414M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$16.6M
Name Market Value Shares Shares
Change 		Shares
Change %
ETH
326
Exos TFP Holdings
New York
$160K 6,204 +6,204 New
SOAMC
327
Spirit of America Management Corp
New York
$156K 6,050 – –
HCM
328
Highlander Capital Management
New Jersey
$140K 5,400 +1,250 +30%
APA
329
American Portfolios Advisors
New York
$123K 4,744 +689 +17%
WSC
330
Wellington Shields & Co
New York
$121K 4,690 -1,815 -28%
VI
331
Vestcor Inc
New Brunswick, Canada
$121K 4,684 +123 +3%
IA
332
IFP Advisors
Florida
$115K 3,126 +51 +2%
O
333
Ossiam
France
$113K 4,357 +3,735 +600%
MIM
334
MetLife Investment Management
New Jersey
$110K 4,258 -103 -2%
S
335
Seeyond
France
$106K 4,107 -7,602 -65%
Twin Tree Management
336
Twin Tree Management
Texas
$105K 4,079 -227,873 -98%
C
337
Covestor
United Kingdom
$104K 4,024 +3,733 +1,283%
ALAM
338
Asahi Life Asset Management
Japan
$103K 4,000 +4,000 New
PAI
339
Pittenger & Anderson Inc
Nebraska
$103K 4,000 +4,000 New
M
340
MOTCO
Texas
$95K 3,667 +3,667 New
AS
341
Altshuler Shaham
Israel
$87K 3,333 -386 -10%
KBC Group
342
KBC Group
Belgium
$83K 3,211 – –
SWM
343
Spire Wealth Management
Virginia
$80K 3,089 -1,017 -25%
HFM
344
Harvest Fund Management
China
$80K 3,114 +370 +13%
SSB
345
Sandy Spring Bank
Maryland
$79K 3,066 +148 +5%
AP
346
Arlington Partners
Alabama
$74K 2,852 – –
ZIG
347
Zullo Investment Group
Pennsylvania
$64K 2,490 +65 +3%
LFG
348
Larson Financial Group
Missouri
$63K 2,455 +2,455 New
CFGS
349
Concourse Financial Group Securities
Alabama
$61K 2,345 – –
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$61K 2,368 +646 +38%
12 13
14
15 16