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Carlyle Group

518 hedge funds and large institutions have $8.93B invested in Carlyle Group in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 170 reducing their positions, and 48 closing their positions.

Holders
518
Holders Change
+7
Holders Change %
+1.37%
% of All Funds
7.49%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
58
Increased
204
Reduced
170
Closed
48
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Shares
Change %
JIP
376
Jaffetilchin Investment Partners
Florida
$242K +$4.74K +110 +2%
BNP Paribas Asset Management
377
BNP Paribas Asset Management
France
$242K -$89.2K -2,072 -27%
FPCP
378
Fort Point Capital Partners
California
$242K -$10.8K -250 -4%
IWC
379
Integrated Wealth Concepts
Massachusetts
$236K -$17.2K -399 -7%
VA
380
Vident Advisory
Georgia
$236K +$6.89K +160 +3%
CI Investments Inc
381
CI Investments Inc
Ontario, Canada
$234K +$18.4K +427 +9%
DAS
382
Dynamic Advisor Solutions
Arizona
$233K -$388 -9 -0.2%
BP
383
Ballentine Partners
Massachusetts
$233K +$233K +5,401 New
M&T Bank
384
M&T Bank
New York
$223K
Credit Agricole
385
Credit Agricole
France
$223K +$28.9K +670 +15%
RCG
386
Regatta Capital Group
California
$222K
KCM
387
KRS Capital Management
Michigan
$220K
CCB
388
Cutter & Co Brokerage
Missouri
$219K +$219K +5,091 New
YIA
389
YHB Investment Advisors
Connecticut
$218K
CSPIA
390
Cary Street Partners Investment Advisory
Virginia
$218K +$218K +5,059 New
SC
391
Slow Capital
California
$217K
CLA
392
Carnegie Lake Advisors
New Jersey
$216K +$216K +5,015 New
MWM
393
Mission Wealth Management
California
$216K
UB
394
UMB Bank
Missouri
$215K +$9K +209 +4%
AT
395
American Trust
Kentucky
$214K -$17.1K -397 -7%
GI
396
GAMMA Investing
California
$213K +$20.1K +466 +10%
NA
397
NewEdge Advisors
Louisiana
$213K -$1.11M -25,681 -84%
SWM
398
Spire Wealth Management
Virginia
$213K +$1.68K +39 +0.8%
DWP
399
Daymark Wealth Partners
Ohio
$212K +$212K +4,917 New
TI
400
Tidal Investments
Wisconsin
$212K +$212K +4,913 New