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Carlyle Group
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Overview Fund Activity

517 hedge funds and large institutions have $9.81B invested in Carlyle Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 182 increasing their positions, 158 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+48
Holders Change %
+10.23%
% of All Funds
7.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
89
Increased
182
Reduced
158
Closed
37
Calls
$137M
Puts
$54.2M
Net Calls
+$83.2M
Net Calls Change
+$2.81M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$143M
2
Boston Partners
Boston Partners
Massachusetts
+$109M
3
EAM
Eagle Asset Management
Florida
+$82.5M
4
FCM
Frontier Capital Management
Massachusetts
+$56M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$38.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$493M
2
BlackRock
BlackRock
New York
-$365M
3
Goldman Sachs
Goldman Sachs
New York
-$84.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$72.4M
5
AI
Ariel Investments
Illinois
-$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
401
Symmetry Partners
Connecticut
$233K – – –
YIA
402
YHB Investment Advisors
Connecticut
$233K – – –
CI Investments Inc
403
CI Investments Inc
Ontario, Canada
$232K +$44.8K +955 +24%
CB
404
Commerce Bank
Missouri
$232K +$232K +4,944 New
Focus Partners Wealth
405
Focus Partners Wealth
Massachusetts
$228K -$90.6K -1,927 -28%
UB
406
UMB Bank
Missouri
$228K +$1.5K +32 +0.7%
OSAM
407
O'Shaughnessy Asset Management
Connecticut
$228K +$228K +4,858 New
GC
408
Guggenheim Capital
Illinois
$226K +$226K +4,808 New
SYBT
409
Stock Yards Bank & Trust
Kentucky
$225K +$225K +4,800 New
A
410
AlphaQuest
New York
$222K +$222K +4,734 New
IPAM
411
Investment Partners Asset Management
New Jersey
$220K +$220K +4,696 New
DWP
412
Daymark Wealth Partners
Ohio
$220K +$220K +4,687 New
JIP
413
Jaffetilchin Investment Partners
Florida
$219K +$219K +4,672 New
MCP
414
Mirador Capital Partners
California
$219K +$219K +4,666 New
EFG
415
Everhart Financial Group
Ohio
$216K +$216K +4,607 New
VI
416
Vestcor Inc
New Brunswick, Canada
$214K -$1.5K -32 -0.7%
CGH
417
Crossmark Global Holdings
Texas
$214K +$214K +4,561 New
Envestnet Portfolio Solutions
418
Envestnet Portfolio Solutions
Illinois
$212K +$212K +4,514 New
HA
419
Herold Advisors
New York
$211K +$211K +4,500 New
TI
420
Tidal Investments
Wisconsin
$202K +$202K +4,307 New
ACA
421
Atlas Capital Advisors
Wyoming
$194K +$194K +4,125 New
PI
422
PGGM Investments
Netherlands
$170K +$170K +3,628 New
EWA
423
EverSource Wealth Advisors
Alabama
$166K +$37.6K +839 +29%
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$156K +$28.3K +605 +22%
UM
425
UniSuper Management
Australia
$145K +$79.7K +1,700 +121%
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