CG icon

Carlyle Group
CG

Overview Fund Activity

416 hedge funds and large institutions have $5.03B invested in Carlyle Group in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 180 increasing their positions, 125 reducing their positions, and 75 closing their positions.

Holders
416
Holders Change
-25
Holders Change %
-5.67%
% of All Funds
7.19%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
54
Increased
180
Reduced
125
Closed
75
Calls
$37M
Puts
$25.9M
Net Calls
+$11.1M
Net Calls Change
+$12.4M

Top Buyers

1
BGC
1
Beutel, Goodman & Co
Ontario, Canada
$106M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$89.9M
3
ACM
3
Argent Capital Management
Missouri
$42.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$624M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$35M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
BlackRock
2
BlackRock
New York
$317M
3
Bessemer Group
3
Bessemer Group
New Jersey
$5.17M
4
Capital World Investors
4
Capital World Investors
California
$414M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$16.6M
Name Market Value Shares Shares
Change 		Shares
Change %
GIA
376
GHP Investment Advisors
Colorado
$8K 295 – –
TFGT
377
TS Financial Group (TSFG)
Illinois
$8K 300 – –
GWSG
378
GPS Wealth Strategies Group
Colorado
$8K 300 – –
PMFA
379
Plante Moran Financial Advisors
Michigan
$8K 321 +1 +0.3%
CA
380
Clearstead Advisors
Ohio
$8K 326 +326 New
Bank of Montreal
381
Bank of Montreal
Ontario, Canada
$7.18K 271,007 -25,636 -9%
PA
382
Parallel Advisors
California
$7K 255 -52 -17%
CFO
383
CVA Family Office
Colorado
$7K 270 +25 +10%
Credit Agricole
384
Credit Agricole
France
$6K 232 -56,336 -100%
EI
385
Ellevest Inc
New York
$6K 224 -218 -49%
MAM
386
Meeder Asset Management
Ohio
$6K 213 -73 -26%
JFGIW
387
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K 219 +219 New
GEA
388
Glen Eagle Advisors
New Jersey
$5.17K 200 – –
BFEC
389
Benjamin F. Edwards & Company
Missouri
$5K 193 – –
FCA
390
FinTrust Capital Advisors
South Carolina
$5K 200 – –
CCA
391
Column Capital Advisors
Indiana
$5K 200 – –
SIC
392
Salem Investment Counselors
North Carolina
$4K 141 – –
EWA
393
EverSource Wealth Advisors
Alabama
$3K 101 -1,476 -94%
LS
394
Livforsakringsbolaget Skandia
Sweden
$3K 100 -500 -83%
PFBT
395
Parkside Financial Bank & Trust
Missouri
$2K 87 +27 +45%
PTC
396
Private Trust Company
Ohio
$2K 64 +32 +100%
BIA
397
Bell Investment Advisors
California
$2K 85 +50 +143%
MPWT
398
MassMutual Private Wealth & Trust
Connecticut
$2K 82 +82 New
CQS
399
Credential Qtrade Securities
$1.81K 70 +70 New
QCG
400
Quadrant Capital Group
Ohio
$1K 34 -110 -76%
14 15
16
17 18