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Carlyle Group
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Overview Fund Activity

441 hedge funds and large institutions have $6.03B invested in Carlyle Group in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 127 reducing their positions, and 89 closing their positions.

Holders
441
Holders Change
-42
Holders Change %
-8.7%
% of All Funds
7.46%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
58
Increased
203
Reduced
127
Closed
89
Calls
$47.7M
Puts
$49M
Net Calls
-$1.31M
Net Calls Change
+$34.4M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$720M
2
Norges Bank
2
Norges Bank
Norway
$130M
3
Morgan Stanley
3
Morgan Stanley
New York
$706M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$78.1M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$65.5M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$21.8M
2
SC
2
Samlyn Capital
New York
$0
3
Capital World Investors
3
Capital World Investors
California
$558M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$771K
5
SBLIC
5
Security Benefit Life Insurance Company
Kansas
$82.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PFBT
426
Parkside Financial Bank & Trust
Missouri
$2K 60 +50 +500%
SBL
427
Sargent Bickham Lagudis
Colorado
$2K 57 +57 New
MF
428
Magnetar Financial
Illinois
$1.25K 39,544 +39,544 New
FF
429
FourThought Financial
Florida
$1K 16 -59 -79%
CCM
430
Cribstone Capital Management
Maine
$1K 35 – –
CAL
431
Capital Advisors Ltd
Ohio
$1K 17 +8 +89%
HI
432
Harbour Investments
Wisconsin
$1K 23 +23 New
OLVIG
433
Oliver Lagore Vanvalin Investment Group
Michigan
$1K 25 +25 New
PTC
434
Private Trust Company
Ohio
$1K 32 +32 New
BIA
435
Bell Investment Advisors
California
$1K 35 +35 New
BPC
436
Banque Pictet & Cie
Switzerland
$886 28,000 – –
HT
437
HighTower Trust
Texas
$161 16,730 +16,730 New
WIM
438
Westside Investment Management
California
$40 1,284 +694 +118%
SC
439
Samlyn Capital
New York
– – -1,876,925 Closed
CCMG
440
Clark Capital Management Group
Pennsylvania
– – -583,435 Closed
Hudson Bay Capital Management
441
Hudson Bay Capital Management
Connecticut
– – -300,000 Closed
Public Sector Pension Investment Board (PSP Investments)
442
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– – -285,000 Closed
Mackenzie Financial
443
Mackenzie Financial
Ontario, Canada
– – -186,886 Closed
WMSA
444
Weiss Multi-Strategy Advisers
New York
– – -117,707 Closed
CG
445
Castellan Group
Kentucky
– – -94,220 Closed
CAM
446
ClariVest Asset Management
California
– – -88,100 Closed
MVP
447
Miller Value Partners
Florida
– – -88,000 Closed
IAN
448
Integrated Advisors Network
Texas
– – -70,608 Closed
Wealth Enhancement Advisory Services
449
Wealth Enhancement Advisory Services
Minnesota
– – -70,150 Closed
OSIA
450
O'Shares Investment Advisers
Massachusetts
– – -68,149 Closed
16 17
18
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