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Carlyle Group
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Overview Fund Activity

416 hedge funds and large institutions have $5.03B invested in Carlyle Group in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 180 increasing their positions, 125 reducing their positions, and 75 closing their positions.

Holders
416
Holders Change
-25
Holders Change %
-5.67%
% of All Funds
7.19%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
54
Increased
180
Reduced
125
Closed
75
Calls
$37M
Puts
$25.9M
Net Calls
+$11.1M
Net Calls Change
+$12.4M

Top Buyers

1
BGC
1
Beutel, Goodman & Co
Ontario, Canada
$106M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$89.9M
3
ACM
3
Argent Capital Management
Missouri
$42.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$624M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$35M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
BlackRock
2
BlackRock
New York
$317M
3
Bessemer Group
3
Bessemer Group
New Jersey
$5.17M
4
Capital World Investors
4
Capital World Investors
California
$414M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$16.6M
Name Market Value Shares Shares
Change 		Shares
Change %
ZB
476
Zions Bancorporation
Utah
– – -1,280 Closed
SOW
477
State of Wyoming
Wyoming
– – -1,104 Closed
GWM
478
Geneos Wealth Management
Colorado
– – -799 Closed
CI
479
CAZ Investments
Texas
– – -200 Closed
CCM
480
Chilton Capital Management
Texas
– – -159 Closed
ARMC
481
American Research & Management Company
Massachusetts
– – -150 Closed
S
482
SignatureFD
Georgia
– – -107 Closed
PFGIA
483
Patriot Financial Group Insurance Agency
Massachusetts
– – -100 Closed
SBL
484
Sargent Bickham Lagudis
Colorado
– – -57 Closed
WWM
485
Wolff Wiese Magana
California
– – -15 Closed
TCWM
486
Total Clarity Wealth Management
Illinois
– – -2 Closed
EAM
487
Erste Asset Management
Austria
– – – –
Group One Trading
488
Group One Trading
Illinois
– – – –
PI
489
PEAK6 Investments
Illinois
– – – –
Simplex Trading
490
Simplex Trading
Illinois
– – – –
CG
491
Cutler Group
California
– – – –
HNB
492
Huntington National Bank
Ohio
$0 1 – –
HT
493
HAP Trading
New York
– – – –
FF
494
FourThought Financial
Florida
$0 16 – –
IA
495
IFS Advisors
Kansas
$0 21 +1 +5%
TWA
496
TCI Wealth Advisors
Arizona
$0 11 +11 New
SIC
497
SJS Investment Consulting
Ohio
$0 13 +13 New
CWC
498
Carolinas Wealth Consulting
North Carolina
$0 16 +16 New
16 17 18 19
20