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Carlyle Group
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Overview Fund Activity

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

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$143M
2
Boston Partners
2
Boston Partners
Massachusetts
$109M
3
EAM
3
Eagle Asset Management
Florida
$82.5M
4
FCM
4
Frontier Capital Management
Massachusetts
$94.5M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$38.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$622M
2
BlackRock
2
BlackRock
New York
$1.1B
3
Goldman Sachs
3
Goldman Sachs
New York
$37.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.09B
5
AI
5
Ariel Investments
Illinois
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
26
Davis Asset Management
California
$70.4M – – –
Charles Schwab
27
Charles Schwab
California
$66M +$794K +16,927 +1%
MG
28
Markel Group
Virginia
$62.2M – – –
Brown Advisory
29
Brown Advisory
Maryland
$59M -$733K -15,625 -1%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$54.6M +$6.09M +129,912 +13%
Principal Financial Group
31
Principal Financial Group
Iowa
$42.6M +$5.29M +112,675 +14%
Bank of America
32
Bank of America
North Carolina
$39.6M -$26M -553,261 -40%
Barclays
33
Barclays
United Kingdom
$38.6M -$20.3M -432,685 -34%
LCP
34
LGT Capital Partners
Switzerland
$38.6M -$28.1M -598,500 -42%
Point72 Asset Management
35
Point72 Asset Management
Connecticut
$38.2M +$38.2M +813,481 New
PCM
36
Polaris Capital Management
Massachusetts
$37.4M +$6.45M +137,400 +21%
Goldman Sachs
37
Goldman Sachs
New York
$37.3M -$84.3M -1,797,556 -69%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$35.8M -$1.88M -40,157 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
39
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$33.2M +$33.2M +708,657 New
CS
40
Credit Suisse
Switzerland
$32M +$663K +14,124 +2%
UBS AM
41
UBS AM
Illinois
$31.5M -$138K -2,940 -0.4%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$30.7M +$1.87M +39,948 +7%
DRZID
43
DePrince Race & Zollo Inc (DRZ)
Florida
$29.7M -$11.5M -244,928 -28%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$29.2M +$218K +4,643 +0.8%
Invesco
45
Invesco
Georgia
$28.5M -$10.8M -229,484 -27%
PMG
46
Private Management Group
California
$28.5M -$851K -18,150 -3%
UBS Group
47
UBS Group
Switzerland
$28.3M +$1.36M +28,991 +5%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.4M -$118K -2,523 -0.4%
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$25.4M -$1.65M -35,107 -6%
RJA
50
Raymond James & Associates
Florida
$24.3M +$3.55M +75,648 +17%
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