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Carlyle Group
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Overview Fund Activity

561 hedge funds and large institutions have $10.9B invested in Carlyle Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 44 closing their positions.

Holders
561
Holders Change
+43
Holders Change %
+8.3%
% of All Funds
7.47%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
96
Increased
187
Reduced
186
Closed
44
Calls
$149M
Puts
$48.9M
Net Calls
+$101M
Net Calls Change
+$20.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$321M
2
Harris Associates
2
Harris Associates
Illinois
$161M
3
BlackRock
3
BlackRock
New York
$1.21B
4
UBS Group
4
UBS Group
Switzerland
$162M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$669M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$265M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$129M
3
VVP
3
Vulcan Value Partners
Alabama
$269M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$143M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$508K
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
451
CIBC Private Wealth Group
Georgia
$96.8K 1,850 -9 -0.5%
RS
452
R Squared
Hong Kong
$89.9K 1,780 +1,780 New
LS
453
Livforsakringsbolaget Skandia
Sweden
$85.8K 1,700 – –
BWL
454
Bogart Wealth LLC
Virginia
$78.1K 1,546 – –
OAM
455
Ostrum Asset Management
France
$76.1K 1,508 -63 -4%
QL
456
Quarry LP
New York
$71.1K 1,408 +1,408 New
PS
457
Principal Securities
Iowa
$70.8K 1,403 +495 +55%
GIM
458
Gold Investment Management
Alberta, Canada
$69.8K 1,382 – –
CFGS
459
Concourse Financial Group Securities
Alabama
$69.5K 1,227 +235 +24%
IA
460
IFP Advisors
Florida
$67.1K 1,329 +424 +47%
BFPW
461
BOK Financial Private Wealth
Colorado
$65.6K 1,300 – –
RIL
462
Rothschild Investment LLC
Illinois
$62.6K 1,240 -10 -0.8%
SAM
463
Smartleaf Asset Management
Massachusetts
$62.1K 1,229 +296 +32%
CWM
464
Compass Wealth Management
Connecticut
$61.3K 1,215 – –
RWS
465
Retirement Wealth Solutions
Wisconsin
$57.1K 1,135 +1,135 New
HCP
466
Hexagon Capital Partners
Arkansas
$54.5K 1,079 +76 +8%
EWA
467
EverSource Wealth Advisors
Alabama
$53.7K 1,063 +671 +171%
JFGIW
468
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53.4K 951 +951 New
BCWM
469
Bartlett & Co Wealth Management
Ohio
$50.5K 1,001 – –
WT
470
Washington Trust
Rhode Island
$50.5K 1,000 – –
Fifth Third Bancorp
471
Fifth Third Bancorp
Ohio
$48.6K 962 +337 +54%
OC
472
Oarsman Capital
Wisconsin
$46.2K 916 +609 +198%
WSFS
473
Wilmington Savings Fund Society
Delaware
$45.5K 901 +890 +8,091%
GRP
474
Global Retirement Partners
California
$45.4K 900 +41 +5%
CFO
475
CVA Family Office
Colorado
$43.7K 865 – –
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