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Carlyle Group
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Overview Fund Activity

511 hedge funds and large institutions have $8.44B invested in Carlyle Group in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 183 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
7.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
183
Reduced
183
Closed
54
Calls
$102M
Puts
$41.1M
Net Calls
+$60.7M
Net Calls Change
-$22.5M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$205M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$68.9M
3
Marshall Wace
Marshall Wace
United Kingdom
$37M
4
UBS AM
UBS AM
Illinois
$55M
5
Bank of America
Bank of America
North Carolina
$56.3M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$45.2M
2
BlackRock
BlackRock
New York
$912M
3
Capital International Investors
Capital International Investors
California
$96.8M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$8.13M
5
WI
Wafra Inc
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
426
Ostrum Asset Management
France
$62.3K -$4.86K -121 -7%
BWL
427
Bogart Wealth LLC
Virginia
$62K +$40 +1 +0.1%
HFM
428
Harvest Fund Management
China
$60K -$293K -7,322 -83%
WSC
429
Wellington Shields & Co
New York
$59.2K -$10K -250 -14%
GIM
430
Gold Investment Management
Alberta, Canada
$55.5K – – –
BFPW
431
BOK Financial Private Wealth
Colorado
$52.2K – – –
RIL
432
Rothschild Investment LLC
Illinois
$50K +$1.81K +45 +4%
CWM
433
Compass Wealth Management
Connecticut
$48.8K – – –
PS
434
Principal Securities
Iowa
$44K +$24.7K +615 +128%
BCWM
435
Bartlett & Co Wealth Management
Ohio
$40.2K -$4.01K -100 -9%
WT
436
Washington Trust
Rhode Island
$40.2K – – –
SS
437
Sunbelt Securities
Texas
$40.2K – – –
CFGS
438
Concourse Financial Group Securities
Alabama
$36.9K – – –
IA
439
IFP Advisors
Florida
$36.3K +$361 +9 +1%
BTI
440
Blue Trust Inc
Georgia
$36.1K +$30.2K +643 +506%
HCP
441
Hexagon Capital Partners
Arkansas
$35.3K -$2.97K -74 -8%
CFO
442
CVA Family Office
Colorado
$34.7K – – –
Acadian Asset Management
443
Acadian Asset Management
Massachusetts
$33K – – –
GRP
444
Global Retirement Partners
California
$31.6K -$2.41K -60 -7%
QL
445
Quarry LP
New York
$31.6K -$13.1K -326 -29%
BEI
446
Benjamin Edwards Inc
Missouri
$27K -$2.46K -61 -8%
T
447
TOBAM
France
$27K +$27K +670 New
QCG
448
Quadrant Capital Group
Ohio
$25.6K +$24.6K +613 +2,554%
CFM
449
Catalyst Funds Management
Australia
$24.1K +$24.1K +600 New
AF
450
Advisornet Financial
Minnesota
$21.3K -$803 -20 -4%
16 17
18
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