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Carlyle Group

518 hedge funds and large institutions have $8.93B invested in Carlyle Group in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 170 reducing their positions, and 48 closing their positions.

Holders
518
Holders Change
+7
Holders Change %
+1.37%
% of All Funds
7.49%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
58
Increased
204
Reduced
170
Closed
48
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$19M
Name Market Value Shares Shares
Change
Shares
Change %
OAM
426
Ostrum Asset Management
France
$67.6K 1,571 +20 +1%
BWL
427
Bogart Wealth LLC
Virginia
$66.6K 1,546 +1 +0.1%
GIM
428
Gold Investment Management
Alberta, Canada
$59.5K 1,382
BFPW
429
BOK Financial Private Wealth
Colorado
$56K 1,300
FDCDDQ
430
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.7K 1,270 -1,020 -45%
RIL
431
Rothschild Investment LLC
Illinois
$53.8K 1,250 +5 +0.4%
CWM
432
Compass Wealth Management
Connecticut
$52.3K 1,215
HCP
433
Hexagon Capital Partners
Arkansas
$43.2K 1,003 +123 +14%
BCWM
434
Bartlett & Co Wealth Management
Ohio
$43.1K 1,001
WT
435
Washington Trust
Rhode Island
$43.1K 1,000
SS
436
Sunbelt Securities
Texas
$43.1K 1,000
Bessemer Group
437
Bessemer Group
New Jersey
$43K 988 -201,703 -100%
CFGS
438
Concourse Financial Group Securities
Alabama
$42.7K 992 +72 +8%
SAM
439
Smartleaf Asset Management
Massachusetts
$40.7K 933 +569 +156%
PS
440
Principal Securities
Iowa
$39.1K 908 -188 -17%
IA
441
IFP Advisors
Florida
$39K 905 +1 +0.1%
T
442
TOBAM
France
$38K 890 +220 +33%
CFO
443
CVA Family Office
Colorado
$37.2K 865
GRP
444
Global Retirement Partners
California
$37K 859 +73 +9%
BIG
445
Brooklyn Investment Group
New York
$33.4K 776 +776 New
Acadian Asset Management
446
Acadian Asset Management
Massachusetts
$32K 753 -82 -10%
QCG
447
Quadrant Capital Group
Ohio
$29K 673 +36 +6%
Fifth Third Bancorp
448
Fifth Third Bancorp
Ohio
$26.9K 625 +315 +102%
WWP
449
WR Wealth Planners
Missouri
$24.2K 562 +388 +223%
AF
450
Advisornet Financial
Minnesota
$23.1K 537 +6 +1%