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Carlyle Group
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Overview Fund Activity

316 hedge funds and large institutions have $4.8B invested in Carlyle Group in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 30 closing their positions.

Holders
316
Holders Change
+26
Holders Change %
+8.97%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
57
Increased
91
Reduced
113
Closed
30
Calls
$71.9M
Puts
$10.7M
Net Calls
+$61.1M
Net Calls Change
-$18.3M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$639M
2
SC
2
Samlyn Capital
New York
$108M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$45.1M
4
Nomura Holdings
4
Nomura Holdings
Japan
$36.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$593M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$723M
2
Morgan Stanley
2
Morgan Stanley
New York
$365M
3
Millennium Management
3
Millennium Management
New York
$2.73M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$16.3M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCP
26
LGT Capital Partners
Switzerland
$29.4M – – –
MWNA
27
Marshall Wace North America
New York
$27.6M +$26.6M +722,789 +2,638%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$25M +$7.78M +211,620 +45%
CS
29
Credit Suisse
Switzerland
$23.6M -$2.04M -55,407 -8%
UBS AM
30
UBS AM
Illinois
$23.3M +$1.74M +47,239 +8%
PGH
31
Partners Group Holding
Switzerland
$22.5M -$2.36M -64,173 -9%
Charles Schwab
32
Charles Schwab
California
$20.8M +$2.81M +76,550 +16%
UBS Group
33
UBS Group
Switzerland
$20.8M +$2.84M +77,371 +16%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$20.3M +$2.15M +58,467 +12%
SEI Investments
35
SEI Investments
Pennsylvania
$20M -$23.1K -629 -0.1%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$19.1M +$3.94M +107,107 +26%
Renaissance Technologies
37
Renaissance Technologies
New York
$18.9M +$18.9M +513,900 New
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$17.2M +$8.2M +223,110 +91%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$16.3M -$42.3M -1,155,265 -72%
Victory Capital Management
40
Victory Capital Management
Texas
$15.5M +$14.4M +391,935 +1,274%
MCM
41
Moore Capital Management
New York
$15.5M +$386K +10,510 +3%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$14.8M -$4.37M -119,003 -23%
OC
43
Oppenheimer & Co
New York
$12M +$865K +23,543 +8%
PCM
44
Prana Capital Management
Connecticut
$11.8M +$5.35M +145,464 +83%
SIG
45
Sargent Investment Group
Maryland
$11.5M -$481K -13,080 -4%
Wells Fargo
46
Wells Fargo
California
$10.9M -$3.47M -94,382 -24%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$10.4M +$384K +10,440 +4%
SSA
48
Schonfeld Strategic Advisors
New York
$10.2M -$6.65M -180,788 -39%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$9.92M -$905K -24,631 -8%
CCM
50
Callodine Capital Management
Massachusetts
$9.74M +$9.37M +255,000 +2,550%
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