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Carlyle Group
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Overview Fund Activity

469 hedge funds and large institutions have $9.15B invested in Carlyle Group in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 33 closing their positions.

Holders
469
Holders Change
+58
Holders Change %
+14.11%
% of All Funds
6.88%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
98
Increased
156
Reduced
157
Closed
33
Calls
$148M
Puts
$67.9M
Net Calls
+$80.4M
Net Calls Change
-$7.01M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.27B
2
Morgan Stanley
2
Morgan Stanley
New York
$966M
3
State Street
3
State Street
Massachusetts
$322M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$452M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.01B

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$321M
2
SBLIC
2
Security Benefit Life Insurance Company
Kansas
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$30.9M
4
VVP
4
Vulcan Value Partners
Alabama
$343M
5
Norges Bank
5
Norges Bank
Norway
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
N
476
Natixis
France
– – -78,546 Closed
MFS
477
Mirabella Financial Services
United Kingdom
– – -77,993 Closed
PFS
478
Prospera Financial Services
Texas
– – -72,936 Closed
D.E. Shaw & Co
479
D.E. Shaw & Co
New York
– – -32,167 Closed
AA
480
ALPS Advisors
Colorado
– – -23,950 Closed
DAC
481
Dividend Assets Capital
South Carolina
– – -18,200 Closed
BC
482
Bridgefront Capital
Texas
– – -12,907 Closed
ALAM
483
Asahi Life Asset Management
Japan
– – -8,520 Closed
CFO
484
Collective Family Office
Pennsylvania
– – -8,350 Closed
Creative Planning
485
Creative Planning
Kansas
– – -8,141 Closed
CC
486
Centiva Capital
New York
– – -7,643 Closed
AA
487
Ancora Advisors
Ohio
– – -7,500 Closed
BBVA
488
Banco Bilbao Vizcaya Argentaria
Spain
– – -7,042 Closed
CG
489
Cutler Group
California
– – -4,097 Closed
BCV
490
Banque Cantonale Vaudoise
Switzerland
– – -2,893 Closed
CCP
491
Carmel Capital Partners
California
– – -2,847 Closed
SSG
492
Summit Securities Group
New York
– – -1,652 Closed
OIA
493
Optimum Investment Advisors
Illinois
– – -400 Closed
AS
494
AM Squared
Hong Kong
– – -300 Closed
GWSG
495
GPS Wealth Strategies Group
Colorado
– – -300 Closed
GIA
496
GHP Investment Advisors
Colorado
– – -295 Closed
Credit Agricole
497
Credit Agricole
France
– – -232 Closed
JFGIW
498
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -167 Closed
CSPIA
499
Cary Street Partners Investment Advisory
Virginia
– – -100 Closed
VCM
500
Versant Capital Management
Arizona
– – -43 Closed
17 18 19
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