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Carlyle Group

511 hedge funds and large institutions have $8.44B invested in Carlyle Group in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 183 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
7.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
183
Reduced
183
Closed
54
Calls
$102M
Puts
$41.1M
Net Calls
+$60.7M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Shares
Change %
ProShare Advisors
326
ProShare Advisors
Maryland
$409K -$15.3K -380 -4%
RPCONE
327
Retirement Planning Company of New England
Rhode Island
$407K -$47.6K -1,186 -10%
HWM
328
Hemington Wealth Management
Virginia
$406K -$360K -8,966 -47%
RJT
329
Raymond James Trust
Florida
$404K -$195K -4,856 -33%
PAG
330
Private Advisor Group
New Jersey
$401K +$59.3K +1,476 +17%
CM
331
Capula Management
Cayman Islands
$399K +$399K +9,945 New
CAM
332
Cresset Asset Management
Illinois
$376K +$17.8K +444 +5%
KA
333
Kovack Advisors
Florida
$375K +$923 +23 +0.2%
Capstone Investment Advisors
334
Capstone Investment Advisors
New York
$372K +$372K +9,257 New
TSWM
335
Triangle Securities Wealth Management
North Carolina
$362K -$3.01K -75 -0.8%
Janus Henderson Group
336
Janus Henderson Group
United Kingdom
$353K -$200K -4,991 -36%
EGA
337
E&G Advisors
Texas
$349K +$2.77K +69 +0.8%
SCM
338
Shelton Capital Management
Colorado
$347K -$26.3K -655 -7%
FG
339
Fiduciary Group
Georgia
$341K +$4.02K +100 +1%
Wolverine Trading
340
Wolverine Trading
Illinois
$334K +$334K +8,312 New
MYAM
341
Meiji Yasuda Asset Management
Japan
$331K -$4.22K -105 -1%
SWM
342
Segment Wealth Management
Texas
$329K
GT
343
Glenview Trust
Kentucky
$329K
NIM
344
Northeast Investment Management
Massachusetts
$326K +$2.65K +66 +0.8%
PWP
345
Principle Wealth Partners
Connecticut
$322K
NW
346
NewEdge Wealth
Pennsylvania
$319K -$421K -10,482 -57%
VWA
347
Visionary Wealth Advisors
Illinois
$311K -$3.89K -97 -1%
BNP Paribas Asset Management
348
BNP Paribas Asset Management
France
$309K -$768K -19,131 -71%
MC
349
Moors & Cabot
Massachusetts
$307K +$51.2K +1,275 +20%
SCM
350
Sterneck Capital Management
Missouri
$307K