CG icon

Carlyle Group

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
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
451
EverSource Wealth Advisors
Alabama
$21.1K -$163K -3,271 -89%
FFA
452
Farther Finance Advisors
California
$19.4K -$4.12K -104 -17%
CP
453
Castleview Partners
Texas
$17.3K
TPCW
454
TD Private Client Wealth
New York
$17.1K -$409K -10,191 -96%
CPG
455
Cornerstone Planning Group
New Jersey
$16.2K -$2.86K -70 -15%
CAL
456
Capital Advisors Ltd
Ohio
$16K +$13.3K +325 +500%
SAM
457
Smartleaf Asset Management
Massachusetts
$14.5K +$9.73K +244 +203%
FHA
458
First Horizon Advisors
Tennessee
$13.2K +$1.04K +26 +9%
HNB
459
Huntington National Bank
Ohio
$12.6K +$361 +9 +3%
GXJ
460
Global X Japan
Japan
$12.6K +$12.6K +314 New
Fifth Third Bancorp
461
Fifth Third Bancorp
Ohio
$12.4K -$85.6K -2,132 -87%
EWM
462
Evermay Wealth Management
Virginia
$12.4K
TFGT
463
TS Financial Group (TSFG)
Illinois
$12K
FMII
464
Farmers & Merchants Investments Inc
Nebraska
$11.2K +$8.03K +200 +250%
C
465
Covestor
United Kingdom
$11K +$40 +1 +0.4%
NB
466
NBT Bank
New York
$10.7K
S
467
SignatureFD
Georgia
$10.5K +$10.5K +262 New
PA
468
Parallel Advisors
California
$10.2K
CTA
469
Colonial Trust Advisors
South Carolina
$10.1K
AWM
470
Atticus Wealth Management
Florida
$10K
FMTCOCP
471
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K
LWCFA
472
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.3K +$9.3K +200 New
VNA
473
Valley National Advisers
Pennsylvania
$9K
GEA
474
Glen Eagle Advisors
New Jersey
$8.03K
BIA
475
Bell Investment Advisors
California
$7.31K