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Carlyle Group
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Overview Fund Activity

517 hedge funds and large institutions have $9.81B invested in Carlyle Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 182 increasing their positions, 158 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+48
Holders Change %
+10.23%
% of All Funds
7.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
89
Increased
182
Reduced
158
Closed
37
Calls
$137M
Puts
$54.2M
Net Calls
+$83.2M
Net Calls Change
+$2.81M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$143M
2
Boston Partners
Boston Partners
Massachusetts
+$109M
3
EAM
Eagle Asset Management
Florida
+$82.5M
4
FCM
Frontier Capital Management
Massachusetts
+$56M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$38.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$493M
2
BlackRock
BlackRock
New York
-$365M
3
Goldman Sachs
Goldman Sachs
New York
-$84.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$72.4M
5
AI
Ariel Investments
Illinois
-$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYAM
351
Meiji Yasuda Asset Management
Japan
$391K +$391K +8,345 New
SWM
352
Segment Wealth Management
Texas
$385K – – –
GT
353
Glenview Trust
Kentucky
$384K -$57.1K -1,218 -13%
NIM
354
Northeast Investment Management
Massachusetts
$378K +$73.3K +1,562 +24%
PWP
355
Principle Wealth Partners
Connecticut
$377K – – –
HI
356
Handelsinvest Investeringsforvaltning
Denmark
$375K -$195K -4,153 -34%
VWA
357
Visionary Wealth Advisors
Illinois
$368K – – –
SCM
358
Sterneck Capital Management
Missouri
$358K -$357K -7,600 -50%
ALAM
359
Asahi Life Asset Management
Japan
$357K +$357K +7,620 New
LSAG
360
Lake Street Advisors Group
New Hampshire
$354K -$7.08K -151 -2%
EC
361
EdgeRock Capital
Colorado
$351K – – –
PAS
362
Park Avenue Securities
New York
$350K +$42.8K +911 +14%
PA
363
Profund Advisors
Maryland
$345K +$40.7K +867 +13%
Wealth Enhancement Advisory Services
364
Wealth Enhancement Advisory Services
Minnesota
$338K -$30K -639 -8%
MWA
365
Monograph Wealth Advisors
California
$337K +$337K +7,175 New
KWM
366
Keebeck Wealth Management
Illinois
$331K – – –
SW
367
SlateStone Wealth
Florida
$330K – – –
EFSCE
368
Enterprise Financial Services Corp (EFSC)
Missouri
$326K -$11.8K -252 -4%
DTL
369
Dynamic Technology Lab
Singapore
$320K -$106K -2,267 -25%
CIBC Asset Management
370
CIBC Asset Management
Ontario, Canada
$316K +$657 +14 +0.2%
FPCP
371
Fort Point Capital Partners
California
$303K -$37.5K -800 -11%
DG
372
DMC Group
Alabama
$301K +$5.35K +114 +2%
MC
373
Moors & Cabot
Massachusetts
$299K -$65.7K -1,400 -18%
TP
374
Tranquility Partners
Tennessee
$296K +$296K +6,305 New
CC
375
Centiva Capital
New York
$294K +$294K +6,266 New
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15
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