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Carlyle Group

427 hedge funds and large institutions have $6.36B invested in Carlyle Group in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 164 increasing their positions, 121 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+11
Holders Change %
+2.64%
% of All Funds
6.89%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
80
Increased
164
Reduced
121
Closed
64
Calls
$49.5M
Puts
$59.8M
Net Calls
-$10.3M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
351
Sandy Spring Bank
Maryland
$91.5K
Nisa Investment Advisors
352
Nisa Investment Advisors
Missouri
$90K +$90K +3,000 New
AP
353
Arlington Partners
Alabama
$85.1K
ASN
354
Advisory Services Network
Georgia
$84.4K +$84.4K +2,829 New
ZB
355
Zions Bancorporation
Utah
$75K +$75K +2,515 New
GC
356
Gould Capital
Washington
$73.4K +$57.2K +1,916 +352%
LFG
357
Larson Financial Group
Missouri
$73.3K
BCV
358
Banque Cantonale Vaudoise
Switzerland
$69K
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$65.2K
AIG
360
American International Group
New York
$63.5K -$1.28K -43 -2%
CG
361
Cutler Group
California
$63K +$63K +2,124 New
FWM
362
Focused Wealth Management
New York
$61.6K +$209 +7 +0.3%
TVWM
363
Tower View Wealth Management
Wisconsin
$61K +$658 +22 +1%
ZIG
364
Zullo Investment Group
Pennsylvania
$60.7K -$13.6K -455 -18%
TRCT
365
Tower Research Capital (TRC)
New York
$60K -$182K -6,121 -75%
CWP
366
Concord Wealth Partners
Virginia
$59.7K +$59.7K +2,000 New
S
367
Seeyond
France
$59.5K -$63.1K -2,113 -51%
EWA
368
EverSource Wealth Advisors
Alabama
$52.1K +$49.1K +1,645 +1,629%
HCP
369
Hexagon Capital Partners
Arkansas
$51.6K +$3.01K +101 +6%
CA
370
CoreCap Advisors
Michigan
$46.4K +$46.4K +1,556 New
BWL
371
Bogart Wealth LLC
Virginia
$45.5K
CFGS
372
Concourse Financial Group Securities
Alabama
$40.1K -$29.8K -1,000 -43%
BFPW
373
BOK Financial Private Wealth
Colorado
$38.8K
EDRH
374
Edmond de Rothschild Holding
Switzerland
$38.6K
CCA
375
Column Capital Advisors
Indiana
$34.4K +$28.5K +954 +477%