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Carlyle Group
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Overview Fund Activity

416 hedge funds and large institutions have $5.03B invested in Carlyle Group in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 180 increasing their positions, 125 reducing their positions, and 75 closing their positions.

Holders
416
Holders Change
-25
Holders Change %
-5.67%
% of All Funds
7.19%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
54
Increased
180
Reduced
125
Closed
75
Calls
$37M
Puts
$25.9M
Net Calls
+$11.1M
Net Calls Change
+$12.4M

Top Buyers

1
BGC
1
Beutel, Goodman & Co
Ontario, Canada
$106M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$89.9M
3
ACM
3
Argent Capital Management
Missouri
$42.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$624M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$35M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
BlackRock
2
BlackRock
New York
$317M
3
Bessemer Group
3
Bessemer Group
New Jersey
$5.17M
4
Capital World Investors
4
Capital World Investors
California
$414M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$16.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BCV
351
Banque Cantonale Vaudoise
Switzerland
$59K 2,300 -16,200 -88%
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$56K 2,185 – –
AIG
353
American International Group
New York
$56K 2,172 +6 +0.3%
FWM
354
Focused Wealth Management
New York
$53K 2,057 +6 +0.3%
TVWM
355
Tower View Wealth Management
Wisconsin
$52K 2,019 +19 +1%
AIM
356
Anchor Investment Management
South Carolina
$51.7K 2,000 – –
HCP
357
Hexagon Capital Partners
Arkansas
$42K 1,627 +923 +131%
Northwestern Mutual Wealth Management
358
Northwestern Mutual Wealth Management
Wisconsin
$41K 1,571 -160 -9%
BWL
359
Bogart Wealth LLC
Virginia
$39K 1,525 -71 -4%
AWM
360
Ameliora Wealth Management
Switzerland
$38K 1,500 +1,500 New
EDRH
361
Edmond de Rothschild Holding
Switzerland
$34K 1,295 -8,517 -87%
BFPW
362
BOK Financial Private Wealth
Colorado
$34K 1,300 – –
WT
363
Washington Trust
Rhode Island
$26K 1,000 – –
SSG
364
Summit Securities Group
New York
$26K 1,000 +700 +233%
DA
365
Denali Advisors
California
$22K 835 -200 -19%
BC
366
Burleson & Co
California
$16K 600 -10 -2%
NFSG
367
Newbridge Financial Services Group
Florida
$16K 600 +600 New
GC
368
Gould Capital
Washington
$14K 544 +5 +0.9%
A
369
AustralianSuper
Australia
$13.9K 536,437 +28,466 +6%
BCA
370
Bray Capital Advisors
Florida
$13K 500 +500 New
CP
371
Castleview Partners
Texas
$11K 432 -856 -66%
Loomis, Sayles & Company
372
Loomis, Sayles & Company
Massachusetts
$11K 426 – –
GRP
373
Global Retirement Partners
California
$10K 346 +46 +15%
RTC
374
Riverview Trust Company
Washington
$10K 398 +398 New
AIM
375
Axiom Investment Management
New York
$10K 400 +400 New
13 14
15
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