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Carlyle Group

427 hedge funds and large institutions have $6.36B invested in Carlyle Group in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 164 increasing their positions, 121 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+11
Holders Change %
+2.64%
% of All Funds
6.89%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
80
Increased
164
Reduced
121
Closed
64
Calls
$49.5M
Puts
$59.8M
Net Calls
-$10.3M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
401
GHP Investment Advisors
Colorado
$8.8K
PA
402
Parallel Advisors
California
$7.76K +$149 +5 +2%
CTA
403
Colonial Trust Advisors
South Carolina
$7.52K +$7.52K +252 New
JFGIW
404
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.54K
BFEC
405
Benjamin F. Edwards & Company
Missouri
$6K
CAL
406
Capital Advisors Ltd
Ohio
$6K +$4.41K +139 +278%
GEA
407
Glen Eagle Advisors
New Jersey
$5.97K
GWS
408
Glassman Wealth Services
Virginia
$4.98K +$3.73K +125 +298%
EI
409
Ellevest Inc
New York
$4.24K -$2.45K -82 -37%
SIC
410
Salem Investment Counselors
North Carolina
$4.21K
LS
411
Livforsakringsbolaget Skandia
Sweden
$2.98K
CSPIA
412
Cary Street Partners Investment Advisory
Virginia
$2.98K +$2.98K +100 New
AWM
413
Accurate Wealth Management
Florida
$2.93K +$2.93K +90 New
PFBT
414
Parkside Financial Bank & Trust
Missouri
$2.92K +$328 +11 +13%
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
$2K -$485 -16 -20%
QCG
416
Quadrant Capital Group
Ohio
$1.7K +$686 +23 +68%
FFA
417
Farther Finance Advisors
California
$1.22K +$1.22K +41 New
CCM
418
Cribstone Capital Management
Maine
$1.04K
PTC
419
Private Trust Company
Ohio
$1K -$1K -32 -50%
BTI
420
Blue Trust Inc
Georgia
$1K +$535 +38 +115%
ACP
421
Arcus Capital Partners
Georgia
$895 +$895 +30 New
OLVIG
422
Oliver Lagore Vanvalin Investment Group
Michigan
$768 +$30 +1 +4%
IA
423
IFS Advisors
Kansas
$637
MPCL
424
My Personal CFO LLC
Washington
$537 +$537 +18 New
FA
425
Fiduciary Alliance
South Carolina
$239 +$239 +8 New