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Carlyle Group

561 hedge funds and large institutions have $10.9B invested in Carlyle Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+43
Holders Change %
+8.3%
% of All Funds
7.47%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
96
Increased
187
Reduced
186
Closed
44
Calls
$149M
Puts
$48.9M
Net Calls
+$101M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
351
Shelton Capital Management
Colorado
$401K -$36.3K -718 -8%
VCA
352
Verdence Capital Advisors
Maryland
$396K +$858 +17 +0.2%
ECM
353
Everence Capital Management
Indiana
$390K +$390K +7,720 New
TSWM
354
Triangle Securities Wealth Management
North Carolina
$384K -$36.9K -730 -9%
EC
355
EdgeRock Capital
Colorado
$379K
OTL
356
Oak Thistle LLC
New York
$372K +$372K +7,361 New
Credit Agricole
357
Credit Agricole
France
$371K +$110K +2,170 +42%
VWA
358
Visionary Wealth Advisors
Illinois
$361K -$15K -298 -4%
KWM
359
Keebeck Wealth Management
Illinois
$356K
CAPTRUST Financial Advisors
360
CAPTRUST Financial Advisors
North Carolina
$355K +$2.73K +54 +0.8%
SW
361
SlateStone Wealth
Florida
$355K
CIA
362
Concurrent Investment Advisors
Florida
$354K +$354K +7,015 New
EFG
363
Everhart Financial Group
Ohio
$352K +$44.5K +881 +14%
DG
364
DMC Group
Alabama
$350K +$14.3K +283 +4%
Fayez Sarofim & Co
365
Fayez Sarofim & Co
Texas
$346K
AC
366
Allstate Corporation
Illinois
$338K +$338K +6,691 New
EFSCE
367
Enterprise Financial Services Corp (EFSC)
Missouri
$337K -$2.68K -53 -0.8%
Jane Street
368
Jane Street
New York
$335K -$4.53M -89,817 -93%
FTWA
369
Fifth Third Wealth Advisors
Ohio
$331K
FFM
370
Forum Financial Management
Illinois
$330K +$330K +6,540 New
SCM
371
Sterneck Capital Management
Missouri
$327K -$48K -950 -13%
IMCOOI
372
Investment Management Corp of Ontario (IMCO)
Canada
$324K -$65.6K -1,300 -17%
FCM
373
Fieldview Capital Management
Michigan
$319K +$319K +6,321 New
BL
374
BFSG LLC
California
$319K -$22.7K -450 -7%
BMSSC
375
B. Metzler seel. Sohn & Co
Germany
$311K