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Carlyle Group

518 hedge funds and large institutions have $8.93B invested in Carlyle Group in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 170 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
+7
Holders Change %
+1.37%
% of All Funds
7.49%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
58
Increased
204
Reduced
170
Closed
48
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Shares
Change %
EGA
326
E&G Advisors
Texas
$375K
SCM
327
Shelton Capital Management
Colorado
$373K
MYAM
328
Meiji Yasuda Asset Management
Japan
$373K +$17.8K +414 +5%
MC
329
Moors & Cabot
Massachusetts
$368K +$38.8K +900 +12%
FG
330
Fiduciary Group
Georgia
$366K
Envestnet Portfolio Solutions
331
Envestnet Portfolio Solutions
Illinois
$364K +$77.4K +1,798 +27%
GT
332
Glenview Trust
Kentucky
$361K +$8.4K +195 +2%
SCM
333
Sterling Capital Management
North Carolina
$361K +$361K +8,390 New
TSWM
334
Triangle Securities Wealth Management
North Carolina
$359K -$29.1K -675 -7%
Wellington Management Group
335
Wellington Management Group
Massachusetts
$358K +$88.5K +2,055 +33%
HWM
336
HB Wealth Management
Georgia
$357K +$357K +8,292 New
SWM
337
Segment Wealth Management
Texas
$353K
NIM
338
Northeast Investment Management
Massachusetts
$350K -$129 -3 -0%
DC
339
Davenport & Co
Virginia
$349K +$61.9K +1,437 +22%
MGIA
340
Moneta Group Investment Advisors
Missouri
$348K -$104K -2,426 -23%
PWP
341
Principle Wealth Partners
Connecticut
$346K
NW
342
NewEdge Wealth
Pennsylvania
$345K +$2.97K +69 +0.9%
DTL
343
Dynamic Technology Lab
Singapore
$337K -$1.44M -33,483 -81%
VCA
344
Verdence Capital Advisors
Maryland
$337K +$16.2K +377 +5%
IMCOOI
345
Investment Management Corp of Ontario (IMCO)
Canada
$332K +$108K +2,500 +48%
YIH
346
Y-Intercept (HK)
Hong Kong
$326K -$220K -5,116 -40%
EC
347
EdgeRock Capital
Colorado
$323K +$646 +15 +0.2%
VWA
348
Visionary Wealth Advisors
Illinois
$321K -$12.8K -297 -4%
SCM
349
Sterneck Capital Management
Missouri
$319K -$9.52K -221 -3%
Verition Fund Management
350
Verition Fund Management
Connecticut
$316K +$316K +7,329 New