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Carlyle Group

469 hedge funds and large institutions have $9.15B invested in Carlyle Group in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 33 closing their positions.

Holders
469
Holders Change
+58
Holders Change %
+14.11%
% of All Funds
6.88%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
98
Increased
156
Reduced
157
Closed
33
Calls
$148M
Puts
$67.9M
Net Calls
+$80.4M
Net Calls Change
-$7.01M
Name Market Value Shares Shares
Change
Shares
Change %
IMCOOI
376
Investment Management Corp of Ontario (IMCO)
Canada
$204K 5,009 +5,009 New
SWM
377
Spire Wealth Management
Virginia
$202K 5,095 -60 -1%
YIA
378
YHB Investment Advisors
Connecticut
$202K 4,965 +4,965 New
UB
379
UMB Bank
Missouri
$196K 4,827 -1,100 -19%
VI
380
Vestcor Inc
New Brunswick, Canada
$187K 4,596 -88 -2%
CI Investments Inc
381
CI Investments Inc
Ontario, Canada
$162K 3,993 -153 -4%
EWA
382
EverSource Wealth Advisors
Alabama
$116K 2,857 +1,914 +203%
RAM
383
Ramirez Asset Management
New York
$114K 2,800
Carson Wealth (CWM LLC)
384
Carson Wealth (CWM LLC)
Nebraska
$111K 2,731 -4,720 -63%
SSB
385
Sandy Spring Bank
Maryland
$108K 2,690 +42 +2%
FDCDDQ
386
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104K 2,547 -480 -16%
WSC
387
Wellington Shields & Co
New York
$103K 2,528
Fifth Third Bancorp
388
Fifth Third Bancorp
Ohio
$89.2K 2,191 +446 +26%
LFG
389
Larson Financial Group
Missouri
$87.7K 2,155
TVWM
390
Tower View Wealth Management
Wisconsin
$87K 2,134 +23 +1%
WPWM
391
Western Pacific Wealth Management
Illinois
$86.8K 2,134 +391 +22%
FWM
392
Focused Wealth Management
New York
$85.1K 2,092 +6 +0.3%
CWP
393
Concord Wealth Partners
Virginia
$81.4K 2,000
OAM
394
Ostrum Asset Management
France
$68K 1,672 +7 +0.4%
DGAM
395
Desjardins Global Asset Management
Quebec, Canada
$65.3K 1,605 +22 +1%
BWL
396
Bogart Wealth LLC
Virginia
$62.8K 1,544 -53 -3%
UM
397
UniSuper Management
Australia
$57K 1,400
GIM
398
Gold Investment Management
Alberta, Canada
$56.2K 1,382 +1,382 New
BFPW
399
BOK Financial Private Wealth
Colorado
$52.9K 1,300
RIL
400
Rothschild Investment LLC
Illinois
$48.8K 1,200 +1,200 New