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Carlyle Group
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Overview Fund Activity

394 hedge funds and large institutions have $6.58B invested in Carlyle Group in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 149 increasing their positions, 138 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-33
Holders Change %
-7.73%
% of All Funds
6.21%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
36
Increased
149
Reduced
138
Closed
66
Calls
$121M
Puts
$34.7M
Net Calls
+$86.6M
Net Calls Change
+$128M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$596M
2
BlackRock
BlackRock
New York
$700M
3
Norges Bank
Norges Bank
Norway
$156M
4
AI
Ariel Investments
Illinois
$174M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$64.6M

Top Sellers

1
SC
Samlyn Capital
New York
$0
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$16.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$784M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
5
Deutsche Bank
Deutsche Bank
Germany
$8.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
426
Westpac Banking Corp
Australia
– -$429K -13,824 Closed
OTL
427
Oak Thistle LLC
New York
– -$426K -13,704 Closed
SG Americas Securities
428
SG Americas Securities
New York
– -$423K -13,617 Closed
SF
429
Symphony Financial
Texas
– -$408K -13,484 Closed
DF
430
Donoghue Forlines
Massachusetts
– -$410K -13,191 Closed
JFG
431
Jefferies Financial Group
New York
– -$397K -12,777 Closed
V
432
ViaWealth
Kansas
– -$370K -11,918 Closed
CS
433
Candriam SCA
Luxembourg
– -$322K -11,265 Closed
VIA
434
Vident Investment Advisory
Georgia
– -$328K -10,573 Closed
NIM
435
Northeast Investment Management
Massachusetts
– -$305K -9,811 Closed
LG
436
Leuthold Group
Minnesota
– -$299K -9,619 Closed
DFCM
437
Dark Forest Capital Management
Puerto Rico
– -$260K -8,362 Closed
Voloridge Investment Management
438
Voloridge Investment Management
Florida
– -$253K -8,147 Closed
AWM
439
AE Wealth Management
Kansas
– -$243K -7,837 Closed
SFS
440
Sowell Financial Services
Arkansas
– -$237K -7,631 Closed
AIM
441
Aspen Investment Management
Michigan
– -$233K -7,515 Closed
MFS
442
Mirabella Financial Services
United Kingdom
– -$223K -7,173 Closed
ECM
443
ExodusPoint Capital Management
New York
– -$214K -6,883 Closed
HWM
444
HB Wealth Management
Georgia
– -$200K -6,442 Closed
PAI
445
Pittenger & Anderson Inc
Nebraska
– -$155K -5,000 Closed
MC
446
Machina Capital
France
– -$140K -4,508 Closed
AS
447
Altshuler Shaham
Israel
– -$123K -3,972 Closed
AP
448
Arlington Partners
Alabama
– -$88.6K -2,852 Closed
TWA
449
TCI Wealth Advisors
Arizona
– -$86.9K -2,799 Closed
BAM
450
Belpointe Asset Management
Nevada
– -$78.1K -2,514 Closed
15 16 17
18
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