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Carlyle Group
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Overview Fund Activity

394 hedge funds and large institutions have $6.58B invested in Carlyle Group in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 149 increasing their positions, 138 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-33
Holders Change %
-7.73%
% of All Funds
6.21%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
36
Increased
149
Reduced
138
Closed
66
Calls
$121M
Puts
$34.7M
Net Calls
+$86.6M
Net Calls Change
+$128M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$596M
2
BlackRock
BlackRock
New York
$700M
3
Norges Bank
Norges Bank
Norway
$156M
4
AI
Ariel Investments
Illinois
$174M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$64.6M

Top Sellers

1
SC
Samlyn Capital
New York
$0
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$16.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$784M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
5
Deutsche Bank
Deutsche Bank
Germany
$8.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
376
Salem Investment Counselors
North Carolina
$4.51K – – –
BIA
377
Bell Investment Advisors
California
$4.03K -$6.17K -193 -61%
CSPIA
378
Cary Street Partners Investment Advisory
Virginia
$3.2K – – –
LS
379
Livforsakringsbolaget Skandia
Sweden
$3.2K – – –
PFBT
380
Parkside Financial Bank & Trust
Missouri
$3.1K -$19.8K -620 -86%
CAL
381
Capital Advisors Ltd
Ohio
$2K -$3.82K -126 -66%
TAIM
382
TD Ameritrade Investment Management
Nebraska
$2K – – –
OLVIG
383
Oliver Lagore Vanvalin Investment Group
Michigan
$1.97K +$1.15K +36 +138%
QCG
384
Quadrant Capital Group
Ohio
$1.6K -$1.66K -52 -51%
FFA
385
Farther Finance Advisors
California
$1.5K – – –
JWA
386
JFS Wealth Advisors
Pennsylvania
$1.5K +$192 +6 +15%
Lazard Asset Management
387
Lazard Asset Management
New York
$1K – – –
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
$927 -$1.18K -37 -56%
IA
389
IFS Advisors
Kansas
$697 – – –
SIC
390
SJS Investment Consulting
Ohio
$671 -$12.7K -398 -95%
DI
391
Disciplined Investments
Oklahoma
$543 +$64 +2 +13%
FA
392
Fiduciary Alliance
South Carolina
$256 +$256 +8 New
SC
393
Samlyn Capital
New York
– -$62.2M -2,001,564 Closed
Alyeska Investment Group
394
Alyeska Investment Group
Illinois
– -$22.6M -726,457 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
395
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$17.4M -561,041 Closed
BCM
396
Basswood Capital Management
New York
– -$14.9M -480,715 Closed
Renaissance Technologies
397
Renaissance Technologies
New York
– -$12.1M -388,800 Closed
A
398
AustralianSuper
Australia
– -$9M -289,786 Closed
SGA
399
Strategic Global Advisors
California
– -$6.41M -206,391 Closed
Federated Hermes
400
Federated Hermes
Pennsylvania
– -$6.04M -194,578 Closed
14 15
16
17 18