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Carlyle Group
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Overview Fund Activity

441 hedge funds and large institutions have $6.03B invested in Carlyle Group in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 127 reducing their positions, and 89 closing their positions.

Holders
441
Holders Change
-42
Holders Change %
-8.7%
% of All Funds
7.46%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
58
Increased
203
Reduced
127
Closed
89
Calls
$47.7M
Puts
$49M
Net Calls
-$1.31M
Net Calls Change
+$34.4M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$720M
2
Norges Bank
2
Norges Bank
Norway
$130M
3
Morgan Stanley
3
Morgan Stanley
New York
$706M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$78.1M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$65.5M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$21.8M
2
SC
2
Samlyn Capital
New York
$0
3
Capital World Investors
3
Capital World Investors
California
$558M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$771K
5
SBLIC
5
Security Benefit Life Insurance Company
Kansas
$82.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
476
Csenge Advisory Group
Florida
– – -7,096 Closed
IWC
477
Integrated Wealth Concepts
Massachusetts
– – -6,692 Closed
Acadian Asset Management
478
Acadian Asset Management
Massachusetts
– – -6,682 Closed
Cetera Investment Advisers
479
Cetera Investment Advisers
Illinois
– – -6,507 Closed
KAS
480
Kestra Advisory Services
Texas
– – -6,224 Closed
WWM
481
Wagner Wealth Management
South Carolina
– – -6,166 Closed
LIM
482
Leavell Investment Management
Alabama
– – -6,000 Closed
PPW
483
Parcion Private Wealth
Washington
– – -6,000 Closed
BWM
484
BigSur Wealth Management
Florida
– – -5,822 Closed
WIA
485
Westbourne Investment Advisors
Maryland
– – -5,800 Closed
MFG
486
Magnus Financial Group
New York
– – -5,696 Closed
TFA
487
Triad Financial Advisors
North Carolina
– – -5,580 Closed
GIM
488
Greenwich Investment Management
Connecticut
– – -5,292 Closed
RCG
489
Regatta Capital Group
California
– – -5,144 Closed
DT
490
Diversified Trust
Tennessee
– – -5,096 Closed
CRI
491
Colonial River Investments
Virginia
– – -5,017 Closed
GIA
492
Guyasuta Investment Advisors
Pennsylvania
– – -5,000 Closed
MHS
493
M Holdings Securities
Oregon
– – -4,981 Closed
BMSSC
494
B. Metzler seel. Sohn & Co
Germany
– – -4,954 Closed
William Blair & Company
495
William Blair & Company
Illinois
– – -4,920 Closed
MPCG
496
Matrix Private Capital Group
New York
– – -4,900 Closed
PP
497
Prudential plc
United Kingdom
– – -4,725 Closed
AWA
498
Arete Wealth Advisors
Illinois
– – -4,574 Closed
SBIA
499
Sheaff Brock Investment Advisors
Indiana
– – -4,574 Closed
IAIM
500
International Assets Investment Management
Florida
– – -4,496 Closed
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