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Carlyle Group

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
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
476
Atticus Wealth Management
Florida
$11.7K
FMTCOCP
477
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K
VNA
478
Valley National Advisers
Pennsylvania
$11K +$11K +239 New
PCMC
479
Planning Capital Management Corporation
Pennsylvania
$10.2K +$4.48K +101 +79%
GEA
480
Glen Eagle Advisors
New Jersey
$9.38K
CA
481
CoreCap Advisors
Michigan
$9.38K +$9.38K +200 New
BGAI
482
Bruce G. Allen Investments
Colorado
$9.34K
BIA
483
Bell Investment Advisors
California
$8.54K
FFO
484
Fortitude Family Office
Arizona
$6.57K
BHWM
485
Beaird Harris Wealth Management
Texas
$6.15K
BTI
486
Blue Trust Inc
Georgia
$5.96K -$8.35K -178 -58%
HI
487
Harbour Investments
Wisconsin
$5.77K
SAM
488
Smartleaf Asset Management
Massachusetts
$5.61K +$5.61K +120 New
PFBT
489
Parkside Financial Bank & Trust
Missouri
$5.58K +$1.17K +25 +27%
KFI
490
Key Financial Inc
Pennsylvania
$5.26K
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
$5.02K +$3.19K +68 +174%
WIA
492
Wetzel Investment Advisors
Indiana
$4.76K +$4.76K +109 New
LS
493
Livforsakringsbolaget Skandia
Sweden
$4.69K
JWA
494
JFS Wealth Advisors
Pennsylvania
$3.85K +$465 +11 +14%
WWP
495
WR Wealth Planners
Missouri
$3.85K +$3.85K +82 New
FMII
496
Farmers & Merchants Investments Inc
Nebraska
$3.75K
WWM
497
Wolff Wiese Magana
California
$3.52K +$3.52K +75 New
CT
498
Colonial Trust
South Carolina
$3.46K -$140 -3 -4%
Nisa Investment Advisors
499
Nisa Investment Advisors
Missouri
$3.28K
PWMG
500
Private Wealth Management Group
New Jersey
$3K