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Carlyle Group
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Overview Fund Activity

483 hedge funds and large institutions have $9.23B invested in Carlyle Group in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 201 increasing their positions, 127 reducing their positions, and 61 closing their positions.

Holders
483
Holders Change
+24
Holders Change %
+5.23%
% of All Funds
7.64%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
91
Increased
201
Reduced
127
Closed
61
Calls
$38M
Puts
$73.7M
Net Calls
-$35.7M
Net Calls Change
-$182M

Top Buyers

1
SBLIC
1
Security Benefit Life Insurance Company
Kansas
$205M
2
Deutsche Bank
2
Deutsche Bank
Germany
$336M
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$555M
4
Morgan Stanley
4
Morgan Stanley
New York
$991M
5
DekaBank Deutsche Girozentrale
5
DekaBank Deutsche Girozentrale
Germany
$74.3M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$59M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.25M
3
SC
3
Samlyn Capital
New York
$91.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$712K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SFO
426
Standard Family Office
South Dakota
$95K 1,938 +1,938 New
PI
427
PineBridge Investments
New York
$89K 1,812 -3,279 -64%
US Bancorp
428
US Bancorp
Minnesota
$84K 1,714 +10 +0.6%
AIG
429
American International Group
New York
$83K 1,698 -45 -3%
BWL
430
Bogart Wealth LLC
Virginia
$75K 1,524 +1,524 New
LS
431
Livforsakringsbolaget Skandia
Sweden
$73K 1,500 – –
VNA
432
Valley National Advisers
Pennsylvania
$72K 1,462 +1,462 New
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$70K 1,423 +395 +38%
Group One Trading
434
Group One Trading
Illinois
$64K 1,317 +1,317 New
EDRH
435
Edmond de Rothschild Holding
Switzerland
$63K 1,295 – –
WT
436
Washington Trust
Rhode Island
$49K 1,000 – –
HA
437
Herold Advisors
New York
$48.9K 1,000 +1,000 New
PI
438
Parkside Investments
Illinois
$48K 1,000 +1,000 New
GWM
439
Geneos Wealth Management
Colorado
$36K 743 +128 +21%
CFO
440
CVA Family Office
Colorado
$31K 625 +450 +257%
EI
441
Ellevest Inc
New York
$30K 618 -1 -0.2%
BC
442
Burleson & Co
California
$29K 600 +600 New
GC
443
Gould Capital
Washington
$26K 535 +3 +0.6%
HCP
444
Hexagon Capital Partners
Arkansas
$25K 504 -102 -17%
GRP
445
Global Retirement Partners
California
$25K 700 +700 New
RTC
446
Riverview Trust Company
Washington
$17K 343 +343 New
PMFA
447
Plante Moran Financial Advisors
Michigan
$16K 320 +20 +7%
TFGT
448
TS Financial Group (TSFG)
Illinois
$15K 300 – –
SSG
449
Summit Securities Group
New York
$15K 300 +300 New
C
450
Covestor
United Kingdom
$14K 291 +281 +2,810%
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