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Carlyle Group

517 hedge funds and large institutions have $9.81B invested in Carlyle Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 182 increasing their positions, 158 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+48
Holders Change %
+10.23%
% of All Funds
7.49%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
89
Increased
182
Reduced
158
Closed
37
Calls
$137M
Puts
$54.2M
Net Calls
+$83.2M
Net Calls Change
+$2.81M
Name Holding Trade Value Shares
Change
Shares
Change %
FDCDDQ
426
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132K +$15.4K +335 +13%
RAM
427
Ramirez Asset Management
New York
$131K
AGWCA
428
Annis Gardner Whiting Capital Advisors
Florida
$123K +$123K +2,613 New
BC
429
Barrett & Company
Rhode Island
$122K +$122K +2,600 New
SAS
430
Stelac Advisory Services
New York
$119K +$119K +2,543 New
SSB
431
Sandy Spring Bank
Maryland
$118K -$6.85K -148 -6%
WPWM
432
Western Pacific Wealth Management
Illinois
$115K +$14.7K +313 +15%
Fifth Third Bancorp
433
Fifth Third Bancorp
Ohio
$115K +$11.8K +251 +11%
LFG
434
Larson Financial Group
Missouri
$101K
TVWM
435
Tower View Wealth Management
Wisconsin
$101K +$750 +16 +0.7%
CWP
436
Concord Wealth Partners
Virginia
$93.8K
EC
437
EntryPoint Capital
New York
$90.4K +$56.6K +1,206 +167%
RIM
438
Rakuten Investment Management
Japan
$87.9K +$80.6K +1,718 +1,108%
WSC
439
Wellington Shields & Co
New York
$80.9K -$37.7K -803 -32%
OAM
440
Ostrum Asset Management
France
$78.4K
BWL
441
Bogart Wealth LLC
Virginia
$72.4K
GIM
442
Gold Investment Management
Alberta, Canada
$64.8K
BFPW
443
BOK Financial Private Wealth
Colorado
$61K
CWM
444
Compass Wealth Management
Connecticut
$57K +$57K +1,215 New
RIL
445
Rothschild Investment LLC
Illinois
$56.3K
1832 Asset Management
446
1832 Asset Management
Ontario, Canada
$55.1K +$55.1K +1,175 New
GI
447
GAMMA Investing
California
$54.2K +$10.1K +215 +23%
CIBC Private Wealth Group
448
CIBC Private Wealth Group
Georgia
$53.4K +$53.4K +1,150 New
QL
449
Quarry LP
New York
$52.2K +$25.5K +544 +96%
BCWM
450
Bartlett & Co Wealth Management
Ohio
$51.6K