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Carlyle Group

561 hedge funds and large institutions have $10.9B invested in Carlyle Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
+43
Holders Change %
+8.3%
% of All Funds
7.47%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
96
Increased
187
Reduced
186
Closed
44
Calls
$149M
Puts
$48.9M
Net Calls
+$101M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Shares
Change %
KCM
401
KRS Capital Management
Michigan
$259K
CCB
402
Cutter & Co Brokerage
Missouri
$258K +$1.31K +26 +0.5%
YIA
403
YHB Investment Advisors
Connecticut
$256K
SC
404
Slow Capital
California
$255K
CFAM
405
Center For Asset Management
Florida
$254K +$254K +5,033 New
CLA
406
Carnegie Lake Advisors
New Jersey
$253K
PA
407
Profund Advisors
Maryland
$251K -$35.6K -706 -12%
VA
408
Vident Advisory
Georgia
$250K -$26.7K -528 -10%
SWM
409
Spire Wealth Management
Virginia
$249K -$202 -4 -0.1%
UB
410
UMB Bank
Missouri
$246K -$6.46K -128 -3%
DWP
411
Daymark Wealth Partners
Ohio
$244K -$3.79K -75 -2%
DAS
412
Dynamic Advisor Solutions
Arizona
$244K -$29.3K -581 -11%
FC
413
Farringdon Capital
United Kingdom
$244K +$244K +4,827 New
Rafferty Asset Management
414
Rafferty Asset Management
New York
$243K -$1.41K -28 -0.6%
ACM
415
Avalon Capital Management
California
$241K
IPAM
416
Investment Partners Asset Management
New Jersey
$237K
MCP
417
Mirador Capital Partners
California
$235K +$235K +4,648 New
TP
418
Tranquility Partners
Tennessee
$234K -$10.6K -210 -4%
VI
419
Vestcor Inc
New Brunswick, Canada
$230K
CI Investments Inc
420
CI Investments Inc
Ontario, Canada
$229K -$45.3K -896 -17%
HA
421
Herold Advisors
New York
$227K +$227K +4,500 New
Allspring Global Investments
422
Allspring Global Investments
North Carolina
$225K -$2.89K -57 -1%
CSA
423
Cornerstone Select Advisors
Missouri
$223K +$223K +4,415 New
UM
424
UniSuper Management
Australia
$222K -$95.9K -1,900 -30%
WPC
425
Wedmont Private Capital
Pennsylvania
$221K +$221K +4,391 New