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Carlyle Group
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Overview Fund Activity

561 hedge funds and large institutions have $10.9B invested in Carlyle Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+43
Holders Change %
+8.3%
% of All Funds
7.47%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
96
Increased
187
Reduced
186
Closed
44
Calls
$149M
Puts
$48.9M
Net Calls
+$101M
Net Calls Change
+$20.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$321M
2
Harris Associates
2
Harris Associates
Illinois
$161M
3
BlackRock
3
BlackRock
New York
$1.21B
4
UBS Group
4
UBS Group
Switzerland
$162M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$669M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$265M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$129M
3
VVP
3
Vulcan Value Partners
Alabama
$269M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$143M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$508K
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
376
Covenant Partners
Tennessee
$309K +$309K +6,129 New
LSAG
377
Lake Street Advisors Group
New Hampshire
$309K -$57.9K -1,147 -16%
M&T Bank
378
M&T Bank
New York
$308K +$46.9K +928 +18%
SOAMC
379
Spirit of America Management Corp
New York
$305K – – –
CCA
380
Catalyst Capital Advisors
New York
$303K -$33K -653 -10%
SIG
381
Stonegate Investment Group
Alabama
$303K – – –
PNAA
382
Pictet North America Advisors
Switzerland
$300K – – –
CL
383
Choreo LLC
Illinois
$295K -$148K -2,935 -33%
PAG
384
Private Advisor Group
New Jersey
$292K -$148K -2,932 -34%
WIA
385
Westbourne Investment Advisors
Maryland
$288K – – –
CAM
386
Cresset Asset Management
Illinois
$286K -$292K -5,788 -51%
JIP
387
Jaffetilchin Investment Partners
Florida
$284K -$252 -5 -0.1%
IWC
388
Integrated Wealth Concepts
Massachusetts
$280K +$3.33K +66 +1%
AQR Capital Management
389
AQR Capital Management
Connecticut
$279K +$279K +5,526 New
AO
390
Advisor OS
Illinois
$279K +$279K +5,519 New
HIA
391
Harbor Investment Advisory
Maryland
$278K -$25.2K -500 -8%
GI
392
GAMMA Investing
California
$276K +$25.7K +509 +10%
JWCA
393
J.W. Cole Advisors
Florida
$275K +$275K +5,439 New
CSP
394
Cary Street Partners
Virginia
$271K +$271K +5,374 New
AT
395
American Trust
Kentucky
$269K +$17.2K +340 +7%
Wealth Enhancement Advisory Services
396
Wealth Enhancement Advisory Services
Minnesota
$269K -$61.9K -1,225 -19%
FPCP
397
Fort Point Capital Partners
California
$264K -$19.9K -395 -7%
TI
398
Tidal Investments
Wisconsin
$264K +$15.5K +306 +6%
RCG
399
Regatta Capital Group
California
$260K – – –
MWM
400
Mission Wealth Management
California
$259K +$5.55K +110 +2%
14 15
16
17 18