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Carlyle Group
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Overview Fund Activity

483 hedge funds and large institutions have $9.23B invested in Carlyle Group in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 201 increasing their positions, 127 reducing their positions, and 61 closing their positions.

Holders
483
Holders Change
+24
Holders Change %
+5.23%
% of All Funds
7.64%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
91
Increased
201
Reduced
127
Closed
61
Calls
$38M
Puts
$73.7M
Net Calls
-$35.7M
Net Calls Change
-$182M

Top Buyers

1
SBLIC
1
Security Benefit Life Insurance Company
Kansas
$205M
2
Deutsche Bank
2
Deutsche Bank
Germany
$336M
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$555M
4
Morgan Stanley
4
Morgan Stanley
New York
$991M
5
DekaBank Deutsche Girozentrale
5
DekaBank Deutsche Girozentrale
Germany
$74.3M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$59M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.25M
3
SC
3
Samlyn Capital
New York
$91.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$712K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.1M
Name Market Value Shares Shares
Change 		Shares
Change %
LWA
451
Lenox Wealth Advisors
New York
$11K 246 +121 +97%
A
452
AustralianSuper
Australia
$10.9K 222,140 +4,842 +2%
PA
453
Parallel Advisors
California
$10K 222 +17 +8%
CCA
454
Column Capital Advisors
Indiana
$10K 200 +200 New
FCA
455
FinTrust Capital Advisors
South Carolina
$10K 200 +200 New
GEA
456
Glen Eagle Advisors
New Jersey
$9.78K 200 +200 New
BFEC
457
Benjamin F. Edwards & Company
Missouri
$9K 193 -290 -60%
SIC
458
Salem Investment Counselors
North Carolina
$7K 141 -1,511 -91%
ARMC
459
American Research & Management Company
Massachusetts
$7K 150 – –
TWC
460
TD Waterhouse Canada
Ontario, Canada
$6.92K 140 +140 New
S
461
SignatureFD
Georgia
$6K 128 – –
PFGIA
462
Patriot Financial Group Insurance Agency
Massachusetts
$5K 100 – –
COCM
463
Charter Oak Capital Management
New Hampshire
$4K 75 +75 New
FF
464
FourThought Financial
Florida
$4K 75 +75 New
Lazard Asset Management
465
Lazard Asset Management
New York
$4K 94 +94 New
PCG
466
Private Capital Group
Connecticut
$3K 52 +52 New
QCG
467
Quadrant Capital Group
Ohio
$3K 64 +59 +1,180%
CCM
468
Cribstone Capital Management
Maine
$2K 35 – –
GWS
469
Glassman Wealth Services
Virginia
$2K 46 +33 +254%
WAM
470
Worth Asset Management
Texas
$2K 50 +50 New
EWA
471
EverSource Wealth Advisors
Alabama
$1K 28 – –
MAM
472
Meeder Asset Management
Ohio
$1K 24 – –
IA
473
IFS Advisors
Kansas
$1K 20 – –
CWC
474
Carolinas Wealth Consulting
North Carolina
$1K 13 +13 New
T
475
TCWP
Ohio
$1K 36 +36 New
17 18
19
20 21