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Carlyle Group
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Overview Fund Activity

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.

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

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$205M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$68.9M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$37M
4
UBS AM
4
UBS AM
Illinois
$55M
5
Bank of America
5
Bank of America
North Carolina
$56.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$45.2M
2
BlackRock
2
BlackRock
New York
$912M
3
Capital International Investors
3
Capital International Investors
California
$96.8M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$8.13M
5
WI
5
Wafra Inc
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DAM
26
Davis Asset Management
California
$60.2M 1,500,000 – –
Charles Schwab
27
Charles Schwab
California
$56.8M 1,415,267 +8,670 +0.6%
Brown Advisory
28
Brown Advisory
Maryland
$56.5M 1,407,704 +149,162 +12%
Bank of America
29
Bank of America
North Carolina
$56.3M 1,403,344 +559,442 +66%
UBS AM
30
UBS AM
Illinois
$55M 1,368,657 +697,077 +104%
MG
31
Markel Group
Virginia
$53.3M 1,327,000 – –
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$45.9M 1,142,135 -22,007 -2%
Norges Bank
33
Norges Bank
Norway
$45.2M 1,125,323 -2,253,372 -67%
LCP
34
LGT Capital Partners
Switzerland
$38.9M 970,000 +148,000 +18%
Barclays
35
Barclays
United Kingdom
$37.6M 937,669 +114,800 +14%
Marshall Wace
36
Marshall Wace
United Kingdom
$37M 921,759 +921,759 New
Amundi
37
Amundi
France
$36.4M 895,806 +444,551 +99%
UBS Group
38
UBS Group
Switzerland
$36.4M 905,583 +301,578 +50%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$33.8M 842,791 +80,068 +10%
Goldman Sachs
40
Goldman Sachs
New York
$33.2M 827,559 +31,354 +4%
PCM
41
Polaris Capital Management
Massachusetts
$31.2M 777,000 -20,200 -3%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$30.3M 764,765 +360,729 +89%
Principal Financial Group
43
Principal Financial Group
Iowa
$28.9M 719,277 -187,836 -21%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$26.4M 656,516 +2,437 +0.4%
Invesco
45
Invesco
Georgia
$25.9M 645,754 +37,656 +6%
PCM
46
Prana Capital Management
Connecticut
$25.6M 636,995 +132,215 +26%
DRZID
47
DePrince Race & Zollo Inc (DRZ)
Florida
$25.1M 624,258 -8,201 -1%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$24.9M 620,693 -964 -0.2%
PMG
49
Private Management Group
California
$24.2M 602,882 -3,774 -0.6%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$23.2M 577,800 +77,800 +16%
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