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Carlyle Group
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Overview Fund Activity

459 hedge funds and large institutions have $9.79B invested in Carlyle Group in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 160 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+66
Holders Change %
+16.79%
% of All Funds
7.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
102
Increased
160
Reduced
128
Closed
31
Calls
$184M
Puts
$36.9M
Net Calls
+$147M
Net Calls Change
+$100M

Top Buyers

1
BlackRock
BlackRock
New York
$782M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$162M
3
Deutsche Bank
Deutsche Bank
Germany
$166M
4
Morgan Stanley
Morgan Stanley
New York
$1B
5
Alkeon Capital Management
Alkeon Capital Management
New York
$482M

Top Sellers

1
Jane Street
Jane Street
New York
$380K
2
SC
Samlyn Capital
New York
$169M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$16.4M
4
Capital Research Global Investors
Capital Research Global Investors
California
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
351
Magnetar Financial
Illinois
$289K -$193K -3,512 -40%
HIA
352
Harbor Investment Advisory
Maryland
$285K – – –
RCG
353
Regatta Capital Group
California
$282K +$282K +5,144 New
PI
354
PineBridge Investments
New York
$279K +$279K +5,091 New
LOAMS
355
Lombard Odier Asset Management (Switzerland)
Switzerland
$277K +$277K +5,053 New
NFG
356
Next Financial Group
Texas
$275K -$98.3K -1,793 -26%
GIA
357
Guyasuta Investment Advisors
Pennsylvania
$275K – – –
NIM
358
Northeast Investment Management
Massachusetts
$274K +$274K +5,000 New
GIM
359
Greenwich Investment Management
Connecticut
$273K +$273K +4,972 New
USCWA
360
U.S. Capital Wealth Advisors
Texas
$270K – – –
OLA
361
Oliver Luxxe Assets
New Jersey
$270K +$2.2K +40 +0.8%
MPCG
362
Matrix Private Capital Group
New York
$269K – – –
BMSSC
363
B. Metzler seel. Sohn & Co
Germany
$269K +$269K +4,954 New
Macquarie Group
364
Macquarie Group
Australia
$262K -$37.8K -689 -13%
MFW
365
Meristem Family Wealth
Minnesota
$259K – – –
CRI
366
Colonial River Investments
Virginia
$259K +$259K +4,717 New
DA
367
Denali Advisors
California
$253K +$253K +4,600 New
SWM
368
Spire Wealth Management
Virginia
$251K +$82.8K +1,506 +49%
BFM
369
Boothbay Fund Management
New York
$250K +$250K +4,552 New
SBIA
370
Sheaff Brock Investment Advisors
Indiana
$249K +$249K +4,521 New
IAIM
371
International Assets Investment Management
Florida
$240K +$240K +4,368 New
RWA
372
Redmont Wealth Advisors
Illinois
$234K +$234K +4,260 New
BPCE
373
Bank Pictet & Cie (Europe)
Germany
$233K – – –
Aviva
374
Aviva
United Kingdom
$230K +$230K +4,185 New
IWA
375
IBEX Wealth Advisors
New Jersey
$225K -$5.81K -106 -3%
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15
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