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Carlyle Group
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Overview Fund Activity

411 hedge funds and large institutions have $6.22B invested in Carlyle Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+17
Holders Change %
+4.31%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
52
Increased
142
Reduced
140
Closed
31
Calls
$119M
Puts
$31.2M
Net Calls
+$87.4M
Net Calls Change
+$781K

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$268M
2
Capital World Investors
2
Capital World Investors
California
$602M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$37.5M
4
SH
4
SeaTown Holdings
Singapore
$29.9M
5
AI
5
Ariel Investments
Illinois
$192M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$544M
2
VVP
2
Vulcan Value Partners
Alabama
$296M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$697M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$72.9M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
351
Ostrum Asset Management
France
$50.2K -$362 -12 -0.7%
SSG
352
Summit Securities Group
New York
$50K +$50K +1,652 New
BWL
353
Bogart Wealth LLC
Virginia
$48.2K +$2.17K +72 +5%
DGAM
354
Desjardins Global Asset Management
Quebec, Canada
$47.7K +$47.7K +1,583 New
UM
355
UniSuper Management
Australia
$42.2K – – –
BFPW
356
BOK Financial Private Wealth
Colorado
$39.2K – – –
CCA
357
Column Capital Advisors
Indiana
$34.8K – – –
HCP
358
Hexagon Capital Partners
Arkansas
$34.5K -$1.39K -46 -4%
BCWM
359
Bartlett & Co Wealth Management
Ohio
$33.2K – – –
BC
360
Bartlett & Co
Ohio
$33K – – –
EDRH
361
Edmond de Rothschild Holding
Switzerland
$31.4K -$7.69K -255 -20%
SS
362
Sunbelt Securities
Texas
$30.5K – – –
WT
363
Washington Trust
Rhode Island
$30.2K – – –
GC
364
Gould Capital
Washington
$30.1K -$3.07K -102 -9%
EWA
365
EverSource Wealth Advisors
Alabama
$28.4K +$7.99K +265 +39%
DA
366
Denali Advisors
California
$28K +$2.65K +88 +10%
CFGS
367
Concourse Financial Group Securities
Alabama
$27.7K +$603 +20 +2%
AF
368
Advisornet Financial
Minnesota
$24.6K +$13.7K +453 +125%
C
369
Covestor
United Kingdom
$23K -$12.3K -414 -35%
Acadian Asset Management
370
Acadian Asset Management
Massachusetts
$21K -$145K -5,033 -87%
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
$18.4K +$17.5K +580 +2,000%
BEI
372
Benjamin Edwards Inc
Missouri
$15K +$6.39K +212 +74%
BFEC
373
Benjamin F. Edwards & Company
Missouri
$14K – – –
GRP
374
Global Retirement Partners
California
$13.7K -$360 -12 -3%
CPG
375
Cornerstone Planning Group
New Jersey
$13.5K -$2.14K -71 -14%
13 14
15
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