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Carlyle Group
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Overview Fund Activity

517 hedge funds and large institutions have $9.81B invested in Carlyle Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 182 increasing their positions, 158 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+48
Holders Change %
+10.23%
% of All Funds
7.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
89
Increased
182
Reduced
158
Closed
37
Calls
$137M
Puts
$54.2M
Net Calls
+$83.2M
Net Calls Change
+$2.81M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$143M
2
Boston Partners
Boston Partners
Massachusetts
+$109M
3
EAM
Eagle Asset Management
Florida
+$82.5M
4
FCM
Frontier Capital Management
Massachusetts
+$56M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$38.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$493M
2
BlackRock
BlackRock
New York
-$365M
3
Goldman Sachs
Goldman Sachs
New York
-$84.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$72.4M
5
AI
Ariel Investments
Illinois
-$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
YMRC
326
Yorktown Management & Research Company
Virginia
$497K – – –
ProShare Advisors
327
ProShare Advisors
Maryland
$496K -$38.6K -823 -7%
FSA
328
Fort Sheridan Advisors
Illinois
$495K +$49.3K +1,050 +11%
TI
329
Trexquant Investment
Connecticut
$487K +$487K +10,381 New
PI
330
Parkside Investments
Illinois
$486K +$486K +10,350 New
SG Americas Securities
331
SG Americas Securities
New York
$473K -$4.78M -101,874 -91%
Massachusetts Financial Services
332
Massachusetts Financial Services
Massachusetts
$458K +$458K +9,766 New
TW
333
TritonPoint Wealth
Maryland
$455K -$244K -6,000 -35%
BRWA
334
B. Riley Wealth Advisors
Florida
$447K +$71.3K +2,363 +19%
KA
335
Kovack Advisors
Florida
$437K -$72.3K -1,541 -14%
SCM
336
Shelton Capital Management
Colorado
$437K – – –
Pathstone Holdings
337
Pathstone Holdings
New Jersey
$434K -$125K -2,673 -22%
TMAM
338
Tokio Marine Asset Management
Japan
$430K -$375 -8 -0.1%
PI
339
PEAK6 Investments
Illinois
$427K +$427K +9,104 New
TSWM
340
Triangle Securities Wealth Management
North Carolina
$427K -$3.52K -75 -0.8%
RG
341
Rathbones Group
United Kingdom
$423K +$423K +9,016 New
CAM
342
Cresset Asset Management
Illinois
$419K -$28K -596 -6%
CWM
343
CIBC World Markets
New York
$416K +$134K +2,846 +47%
HFM
344
Harvest Fund Management
China
$414K +$414K +8,822 New
SC
345
Slow Capital
California
$409K -$33.1K -705 -7%
EGA
346
E&G Advisors
Texas
$405K -$4.69K -100 -1%
PAG
347
Private Advisor Group
New Jersey
$399K +$122K +2,593 +44%
CIS
348
Capital International Sarl
California
$395K +$395K +8,410 New
FG
349
Fiduciary Group
Georgia
$394K – – –
AIM
350
Aigen Investment Management
New York
$392K +$392K +8,360 New
12 13
14
15 16