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Carlyle Group
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Overview Fund Activity

483 hedge funds and large institutions have $9.23B invested in Carlyle Group in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 201 increasing their positions, 127 reducing their positions, and 61 closing their positions.

Holders
483
Holders Change
+24
Holders Change %
+5.23%
% of All Funds
7.64%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
91
Increased
201
Reduced
127
Closed
61
Calls
$38M
Puts
$73.7M
Net Calls
-$35.7M
Net Calls Change
-$182M

Top Buyers

1
SBLIC
1
Security Benefit Life Insurance Company
Kansas
$205M
2
Deutsche Bank
2
Deutsche Bank
Germany
$336M
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$555M
4
Morgan Stanley
4
Morgan Stanley
New York
$991M
5
DekaBank Deutsche Girozentrale
5
DekaBank Deutsche Girozentrale
Germany
$74.3M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$59M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.25M
3
SC
3
Samlyn Capital
New York
$91.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$712K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
401
Cetera Advisor Networks
California
$200K 4,081 +4,081 New
SOW
402
State of Wyoming
Wyoming
$193K 3,955 +1,930 +95%
PAI
403
Pittenger & Anderson Inc
Nebraska
$186K 3,800 +3,800 New
APA
404
American Portfolios Advisors
New York
$180K 3,687 +1,147 +45%
NIPH
405
NN Investment Partners Holdings
Netherlands
$176K 3,600 -23,000 -86%
AP
406
Arlington Partners
Alabama
$171K 3,497 – –
MIM
407
MetLife Investment Management
New Jersey
$159K 3,244 +3,244 New
SAS
408
Stelac Advisory Services
New York
$156K 3,198 – –
NWM
409
Nauset Wealth Management
Connecticut
$155K 3,170 +3,170 New
SWM
410
Spire Wealth Management
Virginia
$151K 3,081 -1,486 -33%
SSB
411
Sandy Spring Bank
Maryland
$143K 2,918 -390 -12%
HFM
412
Harvest Fund Management
China
$134K 2,744 – –
DA
413
Denali Advisors
California
$127K 2,600 -2,000 -43%
CFN
414
Cordasco Financial Network
Florida
$120K 2,462 +13 +0.5%
CFGS
415
Concourse Financial Group Securities
Alabama
$115K 2,345 -300 -11%
IA
416
IFP Advisors
Florida
$112K 3,075 +1,949 +173%
KBC Group
417
KBC Group
Belgium
$110K 2,240 -1,342 -37%
ZIG
418
Zullo Investment Group
Pennsylvania
$110K 2,250 +2,250 New
Fifth Third Bancorp
419
Fifth Third Bancorp
Ohio
$109K 2,229 -735 -25%
ZB
420
Zions Bancorporation
Utah
$107K 2,186 +1,280 +141%
FWM
421
Focused Wealth Management
New York
$100K 2,046 +3 +0.1%
TVWM
422
Tower View Wealth Management
Wisconsin
$98K 2,000 – –
CWP
423
Concord Wealth Partners
Virginia
$98K 2,000 – –
AIM
424
Anchor Investment Management
South Carolina
$97.8K 2,000 – –
CP
425
Castleview Partners
Texas
$97K 2,000 -107,800 -98%
15 16
17
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