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Carlyle Group

411 hedge funds and large institutions have $6.22B invested in Carlyle Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 140 reducing their positions, and 31 closing their positions.

Holders
411
Holders Change
+17
Holders Change %
+4.31%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
52
Increased
142
Reduced
140
Closed
31
Calls
$119M
Puts
$31.2M
Net Calls
+$87.4M
Net Calls Change
+$781K
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
326
Highlander Capital Management
New Jersey
$184K +$5.72K +190 +3%
SOAMC
327
Spirit of America Management Corp
New York
$182K
HIA
328
Harbor Investment Advisory
Maryland
$181K
UB
329
UMB Bank
Missouri
$179K -$3.68K -122 -2%
SWM
330
Spire Wealth Management
Virginia
$156K +$363 +12 +0.2%
VI
331
Vestcor Inc
New Brunswick, Canada
$141K -$870K -28,900 -86%
MIM
332
MetLife Investment Management
New Jersey
$126K +$151 +5 +0.1%
CI Investments Inc
333
CI Investments Inc
Ontario, Canada
$125K -$271 -9 -0.2%
CG
334
Cutler Group
California
$123K +$45K +1,500 +58%
NA
335
NewEdge Advisors
Louisiana
$94.1K -$60 -2 -0.1%
FDCDDQ
336
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.3K -$119K -3,960 -57%
BCV
337
Banque Cantonale Vaudoise
Switzerland
$87K +$17.8K +593 +26%
CCP
338
Carmel Capital Partners
California
$85.9K
RAM
339
Ramirez Asset Management
New York
$84.4K +$84.4K +2,800 New
SSB
340
Sandy Spring Bank
Maryland
$79.9K
WSC
341
Wellington Shields & Co
New York
$76.2K
JMF
342
Johnson Midwest Financial
Iowa
$75.2K
IA
343
IFP Advisors
Florida
$70.7K -$12.1K -400 -15%
LFG
344
Larson Financial Group
Missouri
$65K -$9.05K -300 -12%
TVWM
345
Tower View Wealth Management
Wisconsin
$64K +$728 +24 +1%
FWM
346
Focused Wealth Management
New York
$62.9K +$241 +8 +0.4%
CWP
347
Concord Wealth Partners
Virginia
$60.3K
AIG
348
American International Group
New York
$53.7K -$3.05K -101 -5%
Fifth Third Bancorp
349
Fifth Third Bancorp
Ohio
$52.6K -$13.8K -459 -21%
WPWM
350
Western Pacific Wealth Management
Illinois
$52.6K +$4.07K +135 +8%