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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 %
WT
451
Washington Trust
Rhode Island
$46.9K
SS
452
Sunbelt Securities
Texas
$46.9K
HCP
453
Hexagon Capital Partners
Arkansas
$44.8K -$8.12K -173 -15%
CFGS
454
Concourse Financial Group Securities
Alabama
$43.2K
IA
455
IFP Advisors
Florida
$42K +$891 +19 +2%
CFO
456
CVA Family Office
Colorado
$40.6K
GRP
457
Global Retirement Partners
California
$39.7K +$11.6K +247 +41%
Acadian Asset Management
458
Acadian Asset Management
Massachusetts
$39K
MSG
459
Main Street Group
Virginia
$35.4K +$26K +555 +278%
BEI
460
Benjamin Edwards Inc
Missouri
$34K +$1.63K +35 +5%
SWS
461
SYSTM Wealth Solutions
Illinois
$33.7K +$33.7K +719 New
FFA
462
Farther Finance Advisors
California
$27.6K -$325 -7 -1%
AF
463
Advisornet Financial
Minnesota
$25.8K -$12.3K -263 -32%
PS
464
Principal Securities
Iowa
$22.6K +$6.24K +133 +38%
CP
465
Castleview Partners
Texas
$20.3K
CPG
466
Cornerstone Planning Group
New Jersey
$19.1K +$2.22K +54 +13%
EWM
467
Evermay Wealth Management
Virginia
$14.4K
HNB
468
Huntington National Bank
Ohio
$14.3K +$656 +14 +5%
FHA
469
First Horizon Advisors
Tennessee
$14.2K +$6.85K +146 +94%
AF
470
Allworth Financial
California
$14.1K
TFGT
471
TS Financial Group (TSFG)
Illinois
$14K
C
472
Covestor
United Kingdom
$13K -$47 -1 -0.4%
NB
473
NBT Bank
New York
$12.5K
PA
474
Parallel Advisors
California
$12K
CTA
475
Colonial Trust Advisors
South Carolina
$11.8K