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Carlyle Group

469 hedge funds and large institutions have $9.15B invested in Carlyle Group in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 33 closing their positions.

Holders
469
Holders Change
+58
Holders Change %
+14.11%
% of All Funds
6.88%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
98
Increased
156
Reduced
157
Closed
33
Calls
$148M
Puts
$67.9M
Net Calls
+$80.4M
Net Calls Change
-$7.01M
Name Market Value Shares Shares
Change
Shares
Change %
SCM
326
Shelton Capital Management
Colorado
$379K 9,309 +9,309 New
SPC
327
Sigma Planning Corp
Michigan
$375K 9,205 -35,188 -79%
TMAM
328
Tokio Marine Asset Management
Japan
$373K 9,175 +385 +4%
TSWM
329
Triangle Securities Wealth Management
North Carolina
$373K 9,170 +1,100 +14%
DTL
330
Dynamic Technology Lab
Singapore
$370K 9,095 +9,095 New
EGA
331
E&G Advisors
Texas
$355K 8,731 +131 +2%
Cetera Investment Advisers
332
Cetera Investment Advisers
Illinois
$348K 8,558 -1,919 -18%
EI
333
Ethic Inc
New York
$343K 8,440 -11,892 -58%
FG
334
Fiduciary Group
Georgia
$342K 8,400
SWM
335
Segment Wealth Management
Texas
$334K 8,200
PWP
336
Principle Wealth Partners
Connecticut
$327K 8,031 +1,000 +14%
Wealth Enhancement Advisory Services
337
Wealth Enhancement Advisory Services
Minnesota
$320K 7,852 +782 +11%
VWA
338
Visionary Wealth Advisors
Illinois
$319K 7,845 -45 -0.6%
NW
339
NewEdge Wealth
Pennsylvania
$318K 7,813 -44 -0.6%
MC
340
Moors & Cabot
Massachusetts
$316K 7,778 -800 -9%
LSAG
341
Lake Street Advisors Group
New Hampshire
$313K 7,700 +7,700 New
MGIA
342
Moneta Group Investment Advisors
Missouri
$307K 7,554 +7,554 New
EC
343
EdgeRock Capital
Colorado
$307K 7,491
O
344
Ossiam
France
$298K 7,328
MC
345
Machina Capital
France
$295K 7,255 +7,255 New
FPCP
346
Fort Point Capital Partners
California
$295K 7,250 -550 -7%
EFSCE
347
Enterprise Financial Services Corp (EFSC)
Missouri
$293K 7,192 -120 -2%
KWM
348
Keebeck Wealth Management
Illinois
$287K 7,057
SW
349
SlateStone Wealth
Florida
$286K 7,029 +7,029 New
Focus Partners Wealth
350
Focus Partners Wealth
Massachusetts
$276K 6,778 +6,778 New