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Carlyle Group

518 hedge funds and large institutions have $8.93B invested in Carlyle Group in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 170 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
+7
Holders Change %
+1.37%
% of All Funds
7.49%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
58
Increased
204
Reduced
170
Closed
48
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Shares
Change %
LSAG
351
Lake Street Advisors Group
New Hampshire
$313K -$12.5K -290 -4%
KWM
352
Keebeck Wealth Management
Illinois
$304K
SW
353
SlateStone Wealth
Florida
$303K
CAPTRUST Financial Advisors
354
CAPTRUST Financial Advisors
North Carolina
$301K -$230K -5,347 -43%
Fayez Sarofim & Co
355
Fayez Sarofim & Co
Texas
$295K +$295K +6,849 New
BL
356
BFSG LLC
California
$291K +$22.5K +522 +8%
PAS
357
Park Avenue Securities
New York
$291K -$7.83K -182 -3%
EFSCE
358
Enterprise Financial Services Corp (EFSC)
Missouri
$290K -$2.15K -50 -0.7%
OCBCO
359
Oversea-Chinese Banking Corp (OCBC)
Singapore
$287K +$47.7K +1,107 +20%
CCA
360
Catalyst Capital Advisors
New York
$286K +$28.1K +653 +11%
DG
361
DMC Group
Alabama
$286K +$7.32K +170 +3%
FTWA
362
Fifth Third Wealth Advisors
Ohio
$283K +$2.33K +54 +0.8%
Wealth Enhancement Advisory Services
363
Wealth Enhancement Advisory Services
Minnesota
$282K +$7.15K +166 +3%
UM
364
UniSuper Management
Australia
$271K
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$266K -$13.2K -271 -5%
BMSSC
366
B. Metzler seel. Sohn & Co
Germany
$265K
EFG
367
Everhart Financial Group
Ohio
$262K +$262K +6,088 New
SOAMC
368
Spirit of America Management Corp
New York
$261K
HIA
369
Harbor Investment Advisory
Maryland
$258K -$12.9K -300 -5%
SIG
370
Stonegate Investment Group
Alabama
$258K +$258K +6,000 New
PNAA
371
Pictet North America Advisors
Switzerland
$256K
UCFA
372
United Capital Financial Advisors
Texas
$251K -$5.68K -132 -2%
IIM
373
INTECH Investment Management
Florida
$248K
WIA
374
Westbourne Investment Advisors
Maryland
$245K +$8.6K +200 +4%
PA
375
Profund Advisors
Maryland
$244K -$10.3K -239 -4%