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Carlyle Group

441 hedge funds and large institutions have $6.03B invested in Carlyle Group in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 127 reducing their positions, and 89 closing their positions.

Holders
441
Holders Change
-42
Holders Change %
-8.7%
% of All Funds
7.46%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
58
Increased
203
Reduced
127
Closed
89
Calls
$47.7M
Puts
$49M
Net Calls
-$1.31M
Net Calls Change
+$34.4M
Name Market Value Shares Shares
Change
Shares
Change %
AIG
376
American International Group
New York
$69K 2,166 +468 +28%
FWM
377
Focused Wealth Management
New York
$65K 2,051 +5 +0.2%
AIM
378
Anchor Investment Management
South Carolina
$63.3K 2,000
CWP
379
Concord Wealth Partners
Virginia
$63K 2,000
TVWM
380
Tower View Wealth Management
Wisconsin
$63K 2,000
T
381
TOBAM
France
$61K 1,912 +1,912 New
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$55K 1,731 -4,207 -71%
Carson Wealth (CWM LLC)
383
Carson Wealth (CWM LLC)
Nebraska
$55K 1,722 +299 +21%
BWL
384
Bogart Wealth LLC
Virginia
$51K 1,596 +72 +5%
EWA
385
EverSource Wealth Advisors
Alabama
$50K 1,577 +1,549 +5,532%
ZB
386
Zions Bancorporation
Utah
$41K 1,280 -906 -41%
BFPW
387
BOK Financial Private Wealth
Colorado
$41K 1,300 +1,300 New
SOW
388
State of Wyoming
Wyoming
$35K 1,104 -2,851 -72%
DA
389
Denali Advisors
California
$33K 1,035 -1,565 -60%
WT
390
Washington Trust
Rhode Island
$32K 1,000
GWM
391
Geneos Wealth Management
Colorado
$25K 799 +56 +8%
HCP
392
Hexagon Capital Partners
Arkansas
$22K 704 +200 +40%
O
393
Ossiam
France
$20K 622 -13,424 -96%
LS
394
Livforsakringsbolaget Skandia
Sweden
$19K 600 -900 -60%
BC
395
Burleson & Co
California
$19K 610 +10 +2%
GC
396
Gould Capital
Washington
$17K 539 +4 +0.7%
A
397
AustralianSuper
Australia
$16.1K 507,971 +285,831 +129%
EI
398
Ellevest Inc
New York
$14K 442 -176 -28%
Loomis, Sayles & Company
399
Loomis, Sayles & Company
Massachusetts
$13K 426 -23,233 -98%
Bank of Montreal
400
Bank of Montreal
Ontario, Canada
$11.5K 296,643 +135,401 +84%