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Carlyle Group

511 hedge funds and large institutions have $8.44B invested in Carlyle Group in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 183 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
7.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
183
Reduced
183
Closed
54
Calls
$102M
Puts
$41.1M
Net Calls
+$60.7M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Shares
Change %
LSAG
351
Lake Street Advisors Group
New Hampshire
$303K
EC
352
EdgeRock Capital
Colorado
$301K
GC
353
Guggenheim Capital
Illinois
$301K +$108K +2,678 +56%
VCA
354
Verdence Capital Advisors
Maryland
$299K +$299K +7,442 New
CL
355
Choreo LLC
Illinois
$291K +$291K +7,346 New
KWM
356
Keebeck Wealth Management
Illinois
$283K
SW
357
SlateStone Wealth
Florida
$282K
TWP
358
Triad Wealth Partners
Kansas
$280K +$280K +6,965 New
PAS
359
Park Avenue Securities
New York
$279K -$20.2K -503 -7%
FC
360
FORA Capital
Florida
$278K +$278K +6,914 New
EFSCE
361
Enterprise Financial Services Corp (EFSC)
Missouri
$272K -$6.42K -160 -2%
RG
362
Rathbones Group
United Kingdom
$270K -$92.3K -2,300 -26%
Envestnet Portfolio Solutions
363
Envestnet Portfolio Solutions
Illinois
$267K +$86.2K +2,148 +48%
DC
364
Davenport & Co
Virginia
$267K +$33.9K +844 +15%
FTWA
365
Fifth Third Wealth Advisors
Ohio
$261K +$261K +6,509 New
DG
366
DMC Group
Alabama
$260K +$2.45K +61 +1%
Wealth Enhancement Advisory Services
367
Wealth Enhancement Advisory Services
Minnesota
$256K -$33.6K -836 -12%
Macquarie Group
368
Macquarie Group
Australia
$253K -$3.05M -76,075 -92%
HIA
369
Harbor Investment Advisory
Maryland
$253K +$12K +300 +5%
UM
370
UniSuper Management
Australia
$253K +$128K +3,200 +103%
Wellington Management Group
371
Wellington Management Group
Massachusetts
$252K +$20.3K +505 +9%
BL
372
BFSG LLC
California
$251K
BMSSC
373
B. Metzler seel. Sohn & Co
Germany
$247K +$8.67K +216 +4%
SOAMC
374
Spirit of America Management Corp
New York
$243K
CCA
375
Catalyst Capital Advisors
New York
$241K +$241K +6,000 New