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Carlyle Group
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Overview Fund Activity

518 hedge funds and large institutions have $8.93B invested in Carlyle Group in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 170 reducing their positions, and 48 closing their positions.

Holders
518
Holders Change
+7
Holders Change %
+1.37%
% of All Funds
7.49%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
58
Increased
204
Reduced
170
Closed
48
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$19M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M
2
Boston Partners
2
Boston Partners
Massachusetts
$286M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$54.5M
4
Amundi
4
Amundi
France
$82.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$82.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$919M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$22.3M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Ameriprise
4
Ameriprise
Minnesota
$89.1M
5
EAM
5
Eagle Asset Management
Florida
$57.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Rafferty Asset Management
401
Rafferty Asset Management
New York
$209K 4,848 -480 -9%
JFG
402
Jefferies Financial Group
New York
$209K 4,846 +4,846 New
TP
403
Tranquility Partners
Tennessee
$208K 4,838 -154 -3%
ACM
404
Avalon Capital Management
California
$206K 4,778 +4,778 New
IPAM
405
Investment Partners Asset Management
New Jersey
$202K 4,696 +4,696 New
VI
406
Vestcor Inc
New Brunswick, Canada
$197K 4,564 – –
Allspring Global Investments
407
Allspring Global Investments
North Carolina
$193K 4,485 -6,800 -60%
RIM
408
Rakuten Investment Management
Japan
$187K 4,279 +1,052 +33%
Citadel Advisors
409
Citadel Advisors
Florida
$185K 4,298 -172,399 -98%
ARMT
410
Amica Retiree Medical Trust
Rhode Island
$180K 4,171 +4,171 New
TSMHT
411
Thurston Springer Miller Herd & Titak
Indiana
$173K 4,008 – –
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$167K 3,867 +121 +3%
CFM
413
Catalyst Funds Management
Australia
$155K 3,600 +3,000 +500%
WPWM
414
Western Pacific Wealth Management
Illinois
$141K 3,284 +314 +11%
RAM
415
Ramirez Asset Management
New York
$121K 2,800 – –
BC
416
Barrett & Company
Rhode Island
$110K 2,550 – –
SSB
417
Sandy Spring Bank
Maryland
$108K 2,542 – –
Optiver Holding
418
Optiver Holding
Netherlands
$105K 2,447 +2,447 New
TVWM
419
Tower View Wealth Management
Wisconsin
$94.1K 2,186 +19 +0.9%
LFG
420
Larson Financial Group
Missouri
$92.8K 2,155 – –
CWP
421
Concord Wealth Partners
Virginia
$86.1K 2,000 – –
CIBC Private Wealth Group
422
CIBC Private Wealth Group
Georgia
$80K 1,859 +9 +0.5%
BTI
423
Blue Trust Inc
Georgia
$76.6K 1,909 +1,139 +148%
WSC
424
Wellington Shields & Co
New York
$75.1K 1,745 +270 +18%
LS
425
Livforsakringsbolaget Skandia
Sweden
$73.2K 1,700 +1,600 +1,600%
15 16
17
18 19