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Carlyle Group
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Overview Fund Activity

469 hedge funds and large institutions have $9.15B invested in Carlyle Group in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 33 closing their positions.

Holders
469
Holders Change
+58
Holders Change %
+14.11%
% of All Funds
6.88%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
98
Increased
156
Reduced
157
Closed
33
Calls
$148M
Puts
$67.9M
Net Calls
+$80.4M
Net Calls Change
-$7.01M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.27B
2
Morgan Stanley
2
Morgan Stanley
New York
$966M
3
State Street
3
State Street
Massachusetts
$322M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$452M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.01B

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$321M
2
SBLIC
2
Security Benefit Life Insurance Company
Kansas
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$30.9M
4
VVP
4
Vulcan Value Partners
Alabama
$343M
5
Norges Bank
5
Norges Bank
Norway
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
KCM
351
KRS Capital Management
Michigan
$276K 6,780 -170 -2%
CIBC Asset Management
352
CIBC Asset Management
Ontario, Canada
$274K 6,727 -571 -8%
PAS
353
Park Avenue Securities
New York
$266K 6,541 +6,541 New
NIM
354
Northeast Investment Management
Massachusetts
$264K 6,500 +6,500 New
PA
355
Profund Advisors
Maryland
$264K 6,496 +6,496 New
BL
356
BFSG LLC
California
$258K 6,330 -480 -7%
DG
357
DMC Group
Alabama
$257K 6,304 +6,304 New
LCM
358
Landscape Capital Management
New Jersey
$251K 6,168 +6,168 New
SOAMC
359
Spirit of America Management Corp
New York
$246K 6,050 – –
CWM
360
CIBC World Markets
New York
$245K 6,017 +6,017 New
DA
361
Duality Advisers
Florida
$245K 6,011 +6,011 New
HIA
362
Harbor Investment Advisory
Maryland
$244K 6,000 – –
PNAA
363
Pictet North America Advisors
Switzerland
$242K 5,950 +5,950 New
PAG
364
Private Advisor Group
New Jersey
$241K 5,914 +5,914 New
M&T Bank
365
M&T Bank
New York
$235K 5,773 -2,158 -27%
HCM
366
Highlander Capital Management
New Jersey
$235K 5,765 -350 -6%
TSS
367
Two Sigma Securities
New York
$232K 5,694 +5,694 New
WJWM
368
Williams Jones Wealth Management
New York
$229K 5,620 +5,620 New
WIA
369
Westbourne Investment Advisors
Maryland
$224K 5,500 +5,500 New
DAS
370
Dynamic Advisor Solutions
Arizona
$213K 5,423 +5,423 New
Wellington Management Group
371
Wellington Management Group
Massachusetts
$213K 5,224 +5,224 New
AHL
372
Abel Hall LLC
Louisiana
$211K 5,187 +5,187 New
RCG
373
Regatta Capital Group
California
$209K 5,144 +5,144 New
SP
374
Symmetry Partners
Connecticut
$207K 4,972 +4,972 New
MWM
375
Mission Wealth Management
California
$204K 5,014 +5,014 New
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15
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