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Carlyle Group
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Overview Fund Activity

561 hedge funds and large institutions have $10.9B invested in Carlyle Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 44 closing their positions.

Holders
561
Holders Change
+43
Holders Change %
+8.3%
% of All Funds
7.47%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
96
Increased
187
Reduced
186
Closed
44
Calls
$149M
Puts
$48.9M
Net Calls
+$101M
Net Calls Change
+$20.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$321M
2
Harris Associates
2
Harris Associates
Illinois
$161M
3
BlackRock
3
BlackRock
New York
$1.21B
4
UBS Group
4
UBS Group
Switzerland
$162M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$669M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$265M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$129M
3
VVP
3
Vulcan Value Partners
Alabama
$269M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$143M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$508K
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
326
ProShare Advisors
Maryland
$499K +$35.9K +712 +8%
MGIA
327
Moneta Group Investment Advisors
Missouri
$496K +$88.4K +1,751 +22%
Verition Fund Management
328
Verition Fund Management
Connecticut
$495K +$125K +2,477 +34%
BAM
329
Belpointe Asset Management
Nevada
$491K +$491K +12,230 New
FCA
330
Fortis Capital Advisors
Kansas
$491K +$491K +12,230 New
1832 Asset Management
331
1832 Asset Management
Ontario, Canada
$490K +$490K +9,705 New
BPC
332
Bearing Point Capital
Minnesota
$483K +$483K +9,570 New
DC
333
Davenport & Co
Virginia
$473K +$64.2K +1,272 +16%
NA
334
NewEdge Advisors
Louisiana
$468K +$218K +4,327 +87%
MYAM
335
Meiji Yasuda Asset Management
Japan
$460K +$22.7K +450 +5%
FG
336
Fiduciary Group
Georgia
$444K +$15.1K +300 +4%
Wellington Management Group
337
Wellington Management Group
Massachusetts
$437K +$17.4K +344 +4%
EGA
338
E&G Advisors
Texas
$434K -$5.05K -100 -1%
OPS
339
Orion Portfolio Solutions
Nebraska
$425K +$425K +8,416 New
BCI
340
Brinker Capital Investments
Pennsylvania
$425K +$425K +8,416 New
GT
341
Glenview Trust
Kentucky
$424K – – –
PAS
342
Park Avenue Securities
New York
$418K +$76.7K +1,521 +22%
PI
343
PFG Investments
New York
$418K -$67.8K -1,343 -14%
TWP
344
Triad Wealth Partners
Kansas
$417K +$417K +8,265 New
SWM
345
Segment Wealth Management
Texas
$414K – – –
MC
346
Moors & Cabot
Massachusetts
$412K -$20.2K -400 -5%
NW
347
NewEdge Wealth
Pennsylvania
$407K +$2.63K +52 +0.6%
PWP
348
Principle Wealth Partners
Connecticut
$405K – – –
KA
349
Kovack Advisors
Florida
$403K -$57.8K -1,144 -13%
OSAM
350
O'Shaughnessy Asset Management
Connecticut
$403K +$127K +2,511 +46%
12 13
14
15 16