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Carlyle Group
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Overview Fund Activity

459 hedge funds and large institutions have $9.79B invested in Carlyle Group in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 160 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+66
Holders Change %
+16.79%
% of All Funds
7.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
102
Increased
160
Reduced
128
Closed
31
Calls
$184M
Puts
$36.9M
Net Calls
+$147M
Net Calls Change
+$100M

Top Buyers

1
BlackRock
BlackRock
New York
$782M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$162M
3
Deutsche Bank
Deutsche Bank
Germany
$166M
4
Morgan Stanley
Morgan Stanley
New York
$1B
5
Alkeon Capital Management
Alkeon Capital Management
New York
$482M

Top Sellers

1
Jane Street
Jane Street
New York
$380K
2
SC
Samlyn Capital
New York
$169M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$16.4M
4
Capital Research Global Investors
Capital Research Global Investors
California
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
376
Capital Investment Advisors
Georgia
$225K +$225K +4,100 New
AT
377
American Trust
Kentucky
$224K +$224K +4,082 New
EGM
378
Engineers Gate Manager
New York
$223K -$115K -2,094 -34%
SSA
379
South Street Advisors
New York
$220K +$220K +4,000 New
WCA
380
Westover Capital Advisors
Delaware
$220K +$220K +4,000 New
SWM
381
SeaCrest Wealth Management
New York
$218K +$218K +3,967 New
BRWM
382
B. Riley Wealth Management
Tennessee
$216K +$216K +3,942 New
WSC
383
Wellington Shields & Co
New York
$210K +$210K +3,825 New
PCA
384
Personal Capital Advisors
California
$206K +$206K +3,752 New
GT
385
Glenmede Trust
Pennsylvania
$206K +$206K +3,765 New
ECM
386
ExodusPoint Capital Management
New York
$201K -$1.81M -33,064 -90%
KBC Group
387
KBC Group
Belgium
$197K -$592K -10,757 -75%
AP
388
Arlington Partners
Alabama
$192K – – –
SSB
389
Sandy Spring Bank
Maryland
$182K -$4.4K -80 -2%
RPCONE
390
Retirement Planning Company of New England
Rhode Island
$181K +$181K +3,306 New
Loomis, Sayles & Company
391
Loomis, Sayles & Company
Massachusetts
$180K +$11.6K +212 +7%
MLICM
392
Metropolitan Life Insurance Company (MetLife)
New York
$178K +$494 +9 +0.3%
SAS
393
Stelac Advisory Services
New York
$176K -$693K -12,599 -80%
Fifth Third Bancorp
394
Fifth Third Bancorp
Ohio
$163K +$42.8K +779 +36%
Northwestern Mutual Wealth Management
395
Northwestern Mutual Wealth Management
Wisconsin
$155K – – –
WWM
396
Wagner Wealth Management
South Carolina
$153K +$548 +10 +0.4%
HFM
397
Harvest Fund Management
China
$149K +$23.3K +429 +19%
CFGS
398
Concourse Financial Group Securities
Alabama
$145K -$17.1K -312 -11%
APA
399
American Portfolios Advisors
New York
$139K +$76.6K +1,395 +122%
CFN
400
Cordasco Financial Network
Florida
$134K +$602 +11 +0.5%
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16
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