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Carlyle Group
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Overview Fund Activity

483 hedge funds and large institutions have $9.23B invested in Carlyle Group in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 201 increasing their positions, 127 reducing their positions, and 61 closing their positions.

Holders
483
Holders Change
+24
Holders Change %
+5.23%
% of All Funds
7.64%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
91
Increased
201
Reduced
127
Closed
61
Calls
$38M
Puts
$73.7M
Net Calls
-$35.7M
Net Calls Change
-$182M

Top Buyers

1
SBLIC
1
Security Benefit Life Insurance Company
Kansas
$205M
2
Deutsche Bank
2
Deutsche Bank
Germany
$336M
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$555M
4
Morgan Stanley
4
Morgan Stanley
New York
$991M
5
DekaBank Deutsche Girozentrale
5
DekaBank Deutsche Girozentrale
Germany
$74.3M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$59M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.25M
3
SC
3
Samlyn Capital
New York
$91.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$712K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
351
Cetera Investment Advisers
Illinois
$318K 6,507 -602 -8%
UB
352
UMB Bank
Missouri
$305K 6,244 – –
KAS
353
Kestra Advisory Services
Texas
$304K 6,224 +686 +12%
RPCONE
354
Retirement Planning Company of New England
Rhode Island
$302K 6,183 +2,877 +87%
WWM
355
Wagner Wealth Management
South Carolina
$302K 6,166 +3,373 +121%
SOAMC
356
Spirit of America Management Corp
New York
$296K 6,050 – –
LIM
357
Leavell Investment Management
Alabama
$293K 6,000 -10,750 -64%
Vontobel Holding
358
Vontobel Holding
Switzerland
$293K 6,000 -769 -11%
PPW
359
Parcion Private Wealth
Washington
$293K 6,000 – –
Northwestern Mutual Wealth Management
360
Northwestern Mutual Wealth Management
Wisconsin
$290K 5,938 +3,115 +110%
QT
361
Quantbot Technologies
New York
$290K 5,940 +5,940 New
FG
362
Fiduciary Group
Georgia
$287K 8,100 – –
BWM
363
BigSur Wealth Management
Florida
$285K 5,822 – –
WIA
364
Westbourne Investment Advisors
Maryland
$284K 5,800 +100 +2%
MFG
365
Magnus Financial Group
New York
$279K 5,696 +13 +0.2%
LNC
366
Lincoln National Corp
Pennsylvania
$278K 5,676 +31 +0.5%
HIA
367
Harbor Investment Advisory
Maryland
$274K 5,600 +400 +8%
TFA
368
Triad Financial Advisors
North Carolina
$273K 5,580 – –
SCM
369
Sterneck Capital Management
Missouri
$269K 5,500 -2,000 -27%
GIM
370
Greenwich Investment Management
Connecticut
$259K 5,292 +320 +6%
RCG
371
Regatta Capital Group
California
$252K 5,144 – –
DT
372
Diversified Trust
Tennessee
$249K 5,096 -245 -5%
NIM
373
Northeast Investment Management
Massachusetts
$246K 5,027 +27 +0.5%
GIA
374
Guyasuta Investment Advisors
Pennsylvania
$245K 5,000 – –
CRI
375
Colonial River Investments
Virginia
$245K 5,017 +300 +6%
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