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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.

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

Top Sellers

1
Norges Bank
Norges Bank
Norway
$45.2M
2
BlackRock
BlackRock
New York
$912M
3
Capital International Investors
Capital International Investors
California
$96.8M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$8.13M
5
WI
Wafra Inc
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BGAI
476
Bruce G. Allen Investments
Colorado
$7.19K -$803 -20 -10%
WWP
477
WR Wealth Planners
Missouri
$6.99K +$3.69K +92 +112%
Nisa Investment Advisors
478
Nisa Investment Advisors
Missouri
$6.42K +$3.61K +90 +129%
OWA
479
Opal Wealth Advisors
New York
$6.02K +$6.02K +150 New
FFO
480
Fortitude Family Office
Arizona
$5.62K – – –
BHWM
481
Beaird Harris Wealth Management
Texas
$5.26K – – –
HI
482
Harbour Investments
Wisconsin
$4.94K – – –
PFBT
483
Parkside Financial Bank & Trust
Missouri
$4.78K – – –
PCMC
484
Planning Capital Management Corporation
Pennsylvania
$4.7K -$3.58K -99 -43%
MPWT
485
MassMutual Private Wealth & Trust
Connecticut
$4.3K – – –
LS
486
Livforsakringsbolaget Skandia
Sweden
$4.02K – – –
CFB
487
Cullen/Frost Bankers
Texas
$3.41K +$3.41K +85 New
JWA
488
JFS Wealth Advisors
Pennsylvania
$3.28K – – –
MG
489
Mather Group
Illinois
$3.05K +$3.05K +65 New
WWM
490
Wolff Wiese Magana
California
$3.01K – – –
FDCP
491
Foster Dykema Cabot & Partners
Massachusetts
$2.89K +$2.89K +72 New
OLVIG
492
Oliver Lagore Vanvalin Investment Group
Michigan
$2.58K – – –
PWMG
493
Private Wealth Management Group
New Jersey
$2.57K – – –
AF
494
Allworth Financial
California
$2.25K -$11.5K -251 -84%
RCM
495
Raleigh Capital Management
North Carolina
$2.21K – – –
CA
496
Continuum Advisory
Idaho
$1.97K – – –
IC
497
Innealta Capital
Texas
$1.77K +$1.77K +44 New
SIC
498
SJS Investment Consulting
Ohio
$1.57K – – –
Jones Financial Companies
499
Jones Financial Companies
Missouri
$1.49K +$1.49K +37 New
DPW
500
DiNuzzo Private Wealth
Pennsylvania
$1K +$201 +5 +25%
18 19
20
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