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Carlyle Group

511 hedge funds and large institutions have $8.44B invested in Carlyle Group in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 183 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
7.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
183
Reduced
183
Closed
54
Calls
$102M
Puts
$41.1M
Net Calls
+$60.7M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TP
401
Tranquility Partners
Tennessee
$200K -$52.7K -1,313 -21%
SWM
402
Spire Wealth Management
Virginia
$197K -$8.43K -210 -4%
PI
403
PGGM Investments
Netherlands
$196K +$50.7K +1,266 +35%
UB
404
UMB Bank
Missouri
$192K -$2.89K -72 -1%
VI
405
Vestcor Inc
New Brunswick, Canada
$183K
Credit Agricole
406
Credit Agricole
France
$181K +$181K +4,500 New
GI
407
GAMMA Investing
California
$180K +$134K +3,332 +288%
PHK
408
Point72 Hong Kong
Hong Kong
$172K +$172K +4,278 New
TSMHT
409
Thurston Springer Miller Herd & Titak
Indiana
$161K +$161K +4,008 New
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$150K +$16.4K +410 +12%
1832 Asset Management
411
1832 Asset Management
Ontario, Canada
$129K +$82.1K +2,045 +174%
RIM
412
Rakuten Investment Management
Japan
$129K +$54K +1,354 +72%
PAS
413
Point72 Asia (Singapore)
Singapore
$126K +$126K +3,127 New
WPWM
414
Western Pacific Wealth Management
Illinois
$119K +$21K +523 +21%
RAM
415
Ramirez Asset Management
New York
$112K
AGWCA
416
Annis Gardner Whiting Capital Advisors
Florida
$105K
BC
417
Barrett & Company
Rhode Island
$102K -$2.01K -50 -2%
SAS
418
Stelac Advisory Services
New York
$102K
SSB
419
Sandy Spring Bank
Maryland
$101K
FDCDDQ
420
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.9K -$23.8K -592 -21%
TVWM
421
Tower View Wealth Management
Wisconsin
$87K +$682 +17 +0.8%
LFG
422
Larson Financial Group
Missouri
$86.5K
BAMF
423
BI Asset Management Fondsmaeglerselskab
Denmark
$82K -$367K -9,190 -82%
CWP
424
Concord Wealth Partners
Virginia
$80.3K
CIBC Private Wealth Group
425
CIBC Private Wealth Group
Georgia
$74.9K +$28.3K +700 +61%