CG icon

Carlyle Group
CG

Overview Fund Activity

427 hedge funds and large institutions have $6.36B invested in Carlyle Group in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 164 increasing their positions, 121 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+11
Holders Change %
+2.64%
% of All Funds
6.89%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
80
Increased
164
Reduced
121
Closed
64
Calls
$49.5M
Puts
$59.8M
Net Calls
-$10.3M
Net Calls Change
-$21.4M

Top Buyers

1
AI
Ariel Investments
Illinois
$87.3M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$84.9M
3
N
Natixis
France
$115M
4
Morgan Stanley
Morgan Stanley
New York
$737M
5
Goldman Sachs
Goldman Sachs
New York
$106M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$66.2M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$40.3M
3
VVP
Vulcan Value Partners
Alabama
$377M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$39M
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
376
Dimensional Fund Advisors
Texas
$34.4K +$34.4K +1,151,172 New
Loomis, Sayles & Company
377
Loomis, Sayles & Company
Massachusetts
$33K +$20.2K +675 +158%
FWA
378
Freedom Wealth Alliance
Wisconsin
$31.4K +$31.4K +1,053 New
WT
379
Washington Trust
Rhode Island
$29.8K – – –
CFO
380
CVA Family Office
Colorado
$26.6K +$18.5K +620 +230%
DA
381
Denali Advisors
California
$24.9K – – –
QL
382
Quarry LP
New York
$22.9K +$22.9K +768 New
SSG
383
Summit Securities Group
New York
$21K -$8.96K -299 -30%
BC
384
Burleson & Co
California
$17.9K – – –
NFSG
385
Newbridge Financial Services Group
Florida
$17.9K – – –
MCC
386
Money Concepts Capital
Florida
$17.8K +$17.8K +598 New
GRP
387
Global Retirement Partners
California
$14.3K +$3.94K +132 +38%
EC
388
Elequin Capital
New York
$13.1K +$13.1K +438 New
CP
389
Castleview Partners
Texas
$12.9K – – –
ACM
390
Aquatic Capital Management
Illinois
$12K +$12K +400 New
AF
391
Advisornet Financial
Minnesota
$11.2K -$503K -16,840 -98%
SFG
392
Steward Financial Group
Texas
$10K +$10K +355 New
HCM
393
Hollencrest Capital Management
California
$9.95K +$9.95K +333 New
Credit Agricole
394
Credit Agricole
France
$9.94K +$3.01K +101 +44%
PFC
395
Phocas Financial Corp
California
$9.7K +$9.7K +325 New
BIA
396
Bell Investment Advisors
California
$9.58K +$7.04K +236 +278%
PMFA
397
Plante Moran Financial Advisors
Michigan
$9.57K – – –
EWM
398
Evermay Wealth Management
Virginia
$9.19K +$9.19K +308 New
TFGT
399
TS Financial Group (TSFG)
Illinois
$9K – – –
S
400
SignatureFD
Georgia
$8.95K +$8.95K +300 New
14 15
16
17 18