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Carlyle Group
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Overview Fund Activity

517 hedge funds and large institutions have $9.81B invested in Carlyle Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 182 increasing their positions, 158 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+48
Holders Change %
+10.23%
% of All Funds
7.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
89
Increased
182
Reduced
158
Closed
37
Calls
$137M
Puts
$54.2M
Net Calls
+$83.2M
Net Calls Change
+$2.81M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$143M
2
Boston Partners
Boston Partners
Massachusetts
+$109M
3
EAM
Eagle Asset Management
Florida
+$82.5M
4
FCM
Frontier Capital Management
Massachusetts
+$56M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$38.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$493M
2
BlackRock
BlackRock
New York
-$365M
3
Goldman Sachs
Goldman Sachs
New York
-$84.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$72.4M
5
AI
Ariel Investments
Illinois
-$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
376
BFSG LLC
California
$293K -$4.22K -90 -1%
JFG
377
Jefferies Financial Group
New York
$286K -$2.25M -47,886 -89%
SOAMC
378
Spirit of America Management Corp
New York
$284K – – –
MGIA
379
Moneta Group Investment Advisors
Missouri
$282K -$72K -1,534 -20%
HIA
380
Harbor Investment Advisory
Maryland
$281K – – –
PNAA
381
Pictet North America Advisors
Switzerland
$279K – – –
BMSSC
382
B. Metzler seel. Sohn & Co
Germany
$278K -$1.71M -36,400 -86%
DC
383
Davenport & Co
Virginia
$273K +$273K +5,813 New
DAS
384
Dynamic Advisor Solutions
Arizona
$270K +$15.9K +339 +6%
Wellington Management Group
385
Wellington Management Group
Massachusetts
$270K +$25.1K +536 +10%
IIM
386
INTECH Investment Management
Florida
$269K +$269K +5,732 New
AT
387
American Trust
Kentucky
$267K +$267K +5,682 New
M&T Bank
388
M&T Bank
New York
$262K -$9.29K -198 -3%
OCBCO
389
Oversea-Chinese Banking Corp (OCBC)
Singapore
$261K +$261K +5,554 New
Teacher Retirement System of Texas
390
Teacher Retirement System of Texas
Texas
$258K -$210K -4,485 -45%
WIA
391
Westbourne Investment Advisors
Maryland
$258K – – –
DAS
392
Diversify Advisory Services
Utah
$256K +$256K +5,523 New
ACM
393
Aquatic Capital Management
Illinois
$244K +$244K +5,200 New
KCM
394
Kendall Capital Management
Maryland
$243K -$378K -8,057 -61%
RCG
395
Regatta Capital Group
California
$241K – – –
KCM
396
KRS Capital Management
Michigan
$240K -$77.9K -1,660 -24%
SWM
397
Spire Wealth Management
Virginia
$240K +$798 +17 +0.3%
HCM
398
Highlander Capital Management
New Jersey
$235K -$35.2K -750 -13%
MWM
399
Mission Wealth Management
California
$235K – – –
CSPIA
400
Cary Street Partners Investment Advisory
Virginia
$235K +$235K +5,000 New
14 15
16
17 18