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Carlyle Group

411 hedge funds and large institutions have $6.22B invested in Carlyle Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 140 reducing their positions, and 31 closing their positions.

Holders
411
Holders Change
+17
Holders Change %
+4.31%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
52
Increased
142
Reduced
140
Closed
31
Calls
$119M
Puts
$31.2M
Net Calls
+$87.4M
Net Calls Change
+$781K
Name Holding Trade Value Shares
Change
Shares
Change %
CP
376
Castleview Partners
Texas
$13K
OIA
377
Optimum Investment Advisors
Illinois
$12.1K
AF
378
Allworth Financial
California
$10.7K +$10.7K +355 New
EWM
379
Evermay Wealth Management
Virginia
$9.29K
NFSG
380
Newbridge Financial Services Group
Florida
$9.05K -$9.05K -300 -50%
AS
381
AM Squared
Hong Kong
$9.05K
GWSG
382
GPS Wealth Strategies Group
Colorado
$9.05K
TFGT
383
TS Financial Group (TSFG)
Illinois
$9K
GIA
384
GHP Investment Advisors
Colorado
$8.63K
HNB
385
Huntington National Bank
Ohio
$8.57K +$1.54K +51 +22%
PA
386
Parallel Advisors
California
$7.69K
CTA
387
Colonial Trust Advisors
South Carolina
$7.6K
AWM
388
Atticus Wealth Management
Florida
$7.54K
Credit Agricole
389
Credit Agricole
France
$7K +$7K +232 New
FFA
390
Farther Finance Advisors
California
$6.15K +$4.74K +157 +334%
GEA
391
Glen Eagle Advisors
New Jersey
$6.03K
GWS
392
Glassman Wealth Services
Virginia
$5.61K
JFGIW
393
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.04K -$10.3K -342 -67%
FHA
394
First Horizon Advisors
Tennessee
$4.71K
BIA
395
Bell Investment Advisors
California
$4.43K +$633 +21 +17%
BTI
396
Blue Trust Inc
Georgia
$4K +$3.76K +111 +1,586%
JWA
397
JFS Wealth Advisors
Pennsylvania
$3.23K +$1.81K +60 +128%
LS
398
Livforsakringsbolaget Skandia
Sweden
$3.02K
CSPIA
399
Cary Street Partners Investment Advisory
Virginia
$3.02K
SFG
400
Steward Financial Group
Texas
$3K +$3K +103 New