CG icon

Carlyle Group

394 hedge funds and large institutions have $6.58B invested in Carlyle Group in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 149 increasing their positions, 138 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-33
Holders Change %
-7.73%
% of All Funds
6.21%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
36
Increased
149
Reduced
138
Closed
66
Calls
$121M
Puts
$34.7M
Net Calls
+$86.6M
Net Calls Change
+$128M
Name Holding Trade Value Shares
Change
Shares
Change %
CFO
351
CVA Family Office
Colorado
$27.6K -$1.76K -55 -6%
DA
352
Denali Advisors
California
$26.8K +$1.25K +39 +5%
EWA
353
EverSource Wealth Advisors
Alabama
$21.7K -$39.1K -1,223 -64%
NFSG
354
Newbridge Financial Services Group
Florida
$19.2K
CPG
355
Cornerstone Planning Group
New Jersey
$16.6K +$16.6K +520 New
JFGIW
356
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.3K +$8.34K +261 +105%
GRP
357
Global Retirement Partners
California
$15K -$735 -23 -5%
BFEC
358
Benjamin F. Edwards & Company
Missouri
$15K +$8.91K +282 +146%
CP
359
Castleview Partners
Texas
$13.8K
OIA
360
Optimum Investment Advisors
Illinois
$12.8K +$12.8K +400 New
AF
361
Advisornet Financial
Minnesota
$11.5K -$671 -21 -5%
HCM
362
Hollencrest Capital Management
California
$10.7K
TFGT
363
TS Financial Group (TSFG)
Illinois
$10K
EWM
364
Evermay Wealth Management
Virginia
$9.84K
GWSG
365
GPS Wealth Strategies Group
Colorado
$9.59K
AS
366
AM Squared
Hong Kong
$9.59K +$9.59K +300 New
GIA
367
GHP Investment Advisors
Colorado
$9.44K
BEI
368
Benjamin Edwards Inc
Missouri
$9K +$3.18K +101 +55%
PA
369
Parallel Advisors
California
$8.15K -$64 -2 -0.8%
CTA
370
Colonial Trust Advisors
South Carolina
$8.05K
AWM
371
Atticus Wealth Management
Florida
$7.99K
HNB
372
Huntington National Bank
Ohio
$7.44K +$7.41K +232 +23,200%
GEA
373
Glen Eagle Advisors
New Jersey
$6.39K
GWS
374
Glassman Wealth Services
Virginia
$5.94K +$607 +19 +11%
FHA
375
First Horizon Advisors
Tennessee
$4.98K +$1.57K +49 +46%