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Carlyle Group

511 hedge funds and large institutions have $8.44B invested in Carlyle Group in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 183 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
7.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
183
Reduced
183
Closed
54
Calls
$102M
Puts
$41.1M
Net Calls
+$60.7M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
376
United Capital Financial Advisors
Texas
$239K -$564K -14,055 -70%
PNAA
377
Pictet North America Advisors
Switzerland
$239K
PA
378
Profund Advisors
Maryland
$238K -$58.1K -1,446 -20%
IWC
379
Integrated Wealth Concepts
Massachusetts
$236K -$411K -10,248 -64%
FPCP
380
Fort Point Capital Partners
California
$236K -$23.3K -580 -9%
SCA
381
Snowden Capital Advisors
New York
$232K -$540K -13,459 -70%
IIM
382
INTECH Investment Management
Florida
$231K +$642 +16 +0.3%
OSAM
383
O'Shaughnessy Asset Management
Connecticut
$230K +$35.4K +882 +18%
OCBCO
384
Oversea-Chinese Banking Corp (OCBC)
Singapore
$223K
JIP
385
Jaffetilchin Investment Partners
Florida
$221K +$33.9K +844 +18%
WIA
386
Westbourne Investment Advisors
Maryland
$221K
DAS
387
Dynamic Advisor Solutions
Arizona
$218K -$13.6K -339 -6%
AT
388
American Trust
Kentucky
$216K -$12.2K -305 -5%
Rafferty Asset Management
389
Rafferty Asset Management
New York
$214K +$214K +5,328 New
VA
390
Vident Advisory
Georgia
$214K +$214K +5,326 New
IMCOOI
391
Investment Management Corp of Ontario (IMCO)
Canada
$209K +$209K +5,209 New
M&T Bank
392
M&T Bank
New York
$208K -$16.1K -400 -7%
AI
393
Atria Investments
North Carolina
$208K +$208K +5,174 New
RCG
394
Regatta Capital Group
California
$207K
MF
395
Magnetar Financial
Illinois
$206K +$206K +5,129 New
KCM
396
KRS Capital Management
Michigan
$206K
YIA
397
YHB Investment Advisors
Connecticut
$203K +$4.02K +100 +2%
SC
398
Slow Capital
California
$202K -$148K -3,686 -42%
MWM
399
Mission Wealth Management
California
$201K
CI Investments Inc
400
CI Investments Inc
Ontario, Canada
$201K +$2.17K +54 +1%