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Carlyle Group

394 hedge funds and large institutions have $6.58B invested in Carlyle Group in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 149 increasing their positions, 138 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-33
Holders Change %
-7.73%
% of All Funds
6.21%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
36
Increased
149
Reduced
138
Closed
66
Calls
$121M
Puts
$34.7M
Net Calls
+$86.6M
Net Calls Change
+$128M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$73K -$14K -437 -16%
BCV
327
Banque Cantonale Vaudoise
Switzerland
$73K
Fifth Third Bancorp
328
Fifth Third Bancorp
Ohio
$70.4K
TVWM
329
Tower View Wealth Management
Wisconsin
$67K +$867 +27 +1%
FWM
330
Focused Wealth Management
New York
$66.4K +$256 +8 +0.4%
CWP
331
Concord Wealth Partners
Virginia
$63.9K
BSC
332
Brown Shipley & Co
United Kingdom
$60.2K
AIG
333
American International Group
New York
$60.1K -$6.49K -203 -10%
OAM
334
Ostrum Asset Management
France
$53.6K +$64 +2 +0.1%
WPWM
335
Western Pacific Wealth Management
Illinois
$51.4K +$15.6K +488 +44%
BWL
336
Bogart Wealth LLC
Virginia
$48.7K -$2.36K -74 -5%
Group One Trading
337
Group One Trading
Illinois
$44.9K -$3.27M -102,333 -99%
UM
338
UniSuper Management
Australia
$44.7K +$44.7K +1,400 New
BFPW
339
BOK Financial Private Wealth
Colorado
$41.5K
EDRH
340
Edmond de Rothschild Holding
Switzerland
$41.4K
HCP
341
Hexagon Capital Partners
Arkansas
$38.1K -$9.97K -312 -21%
C
342
Covestor
United Kingdom
$38K -$36.5K -1,140 -49%
CCA
343
Column Capital Advisors
Indiana
$36.9K
GC
344
Gould Capital
Washington
$35.2K +$3.23K +101 +10%
BCWM
345
Bartlett & Co Wealth Management
Ohio
$35.2K +$35.2K +1,101 New
BC
346
Bartlett & Co
Ohio
$35K +$35K +1,101 New
SS
347
Sunbelt Securities
Texas
$32.3K
WT
348
Washington Trust
Rhode Island
$32K
WIM
349
WealthPlan Investment Management
Nebraska
$30.6K
CFGS
350
Concourse Financial Group Securities
Alabama
$28.8K