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Carlyle Group
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Overview Fund Activity

441 hedge funds and large institutions have $6.03B invested in Carlyle Group in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 127 reducing their positions, and 89 closing their positions.

Holders
441
Holders Change
-42
Holders Change %
-8.7%
% of All Funds
7.46%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
58
Increased
203
Reduced
127
Closed
89
Calls
$47.7M
Puts
$49M
Net Calls
-$1.31M
Net Calls Change
+$34.4M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$720M
2
Norges Bank
2
Norges Bank
Norway
$130M
3
Morgan Stanley
3
Morgan Stanley
New York
$706M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$78.1M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$65.5M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$21.8M
2
SC
2
Samlyn Capital
New York
$0
3
Capital World Investors
3
Capital World Investors
California
$558M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$771K
5
SBLIC
5
Security Benefit Life Insurance Company
Kansas
$82.9M
Name Market Value Shares Shares
Change 		Shares
Change %
WSC
351
Wellington Shields & Co
New York
$206K 6,505 +2,000 +44%
LNC
352
Lincoln National Corp
Pennsylvania
$204K 6,457 +781 +14%
TI
353
Trexquant Investment
Connecticut
$201K 6,353 -32,175 -84%
SOAMC
354
Spirit of America Management Corp
New York
$192K 6,050 – –
DCM
355
Dupont Capital Management
Delaware
$189K 5,966 -8,405 -58%
MMG
356
Monetary Management Group
Missouri
$150K 4,750 – –
VI
357
Vestcor Inc
New Brunswick, Canada
$144K 4,561 -85,161 -95%
SWM
358
SeaCrest Wealth Management
New York
$141K 4,467 +4,467 New
MIM
359
MetLife Investment Management
New Jersey
$138K 4,361 +1,117 +34%
HCM
360
Highlander Capital Management
New Jersey
$131K 4,150 -400 -9%
SWM
361
Spire Wealth Management
Virginia
$130K 4,106 +1,025 +33%
APA
362
American Portfolios Advisors
New York
$128K 4,055 +368 +10%
BRWM
363
B. Riley Wealth Management
Tennessee
$127K 8,894 +8,894 New
AS
364
Altshuler Shaham
Israel
$118K 3,719 +3,719 New
IA
365
IFP Advisors
Florida
$112K 3,075 – –
IUHSA
366
Itau Unibanco Holding S.A.
Brazil
$110K 3,462 +3,462 New
KBC Group
367
KBC Group
Belgium
$102K 3,211 +971 +43%
SSB
368
Sandy Spring Bank
Maryland
$92K 2,918 – –
AP
369
Arlington Partners
Alabama
$90K 2,852 -645 -18%
HFM
370
Harvest Fund Management
China
$87K 2,744 – –
US Bancorp
371
US Bancorp
Minnesota
$86K 2,714 +1,000 +58%
CFN
372
Cordasco Financial Network
Florida
$79K 2,483 +21 +0.9%
ZIG
373
Zullo Investment Group
Pennsylvania
$77K 2,425 +175 +8%
CFGS
374
Concourse Financial Group Securities
Alabama
$74K 2,345 – –
Fifth Third Bancorp
375
Fifth Third Bancorp
Ohio
$69K 2,185 -44 -2%
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15
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