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Carlyle Group

518 hedge funds and large institutions have $8.93B invested in Carlyle Group in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 170 reducing their positions, and 48 closing their positions.

Holders
518
Holders Change
+7
Holders Change %
+1.37%
% of All Funds
7.49%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
58
Increased
204
Reduced
170
Closed
48
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$19M
Name Market Value Shares Shares
Change
Shares
Change %
BIA
476
Bell Investment Advisors
California
$7.02K 163 -19 -10%
Nisa Investment Advisors
477
Nisa Investment Advisors
Missouri
$6.89K 160
BF
478
BOK Financial
Oklahoma
$6.12K 136 -37,594 -100%
FFO
479
Fortitude Family Office
Arizona
$6.03K 140
BHWM
480
Beaird Harris Wealth Management
Texas
$5.64K 131
ACM
481
Aster Capital Management
United Arab Emirates
$5.56K 129 +129 New
MPWT
482
MassMutual Private Wealth & Trust
Connecticut
$5.47K 127 +20 +19%
PFBT
483
Parkside Financial Bank & Trust
Missouri
$5.3K 123 +4 +3%
PCMC
484
Planning Capital Management Corporation
Pennsylvania
$5.05K 131 +1 +0.8%
KFI
485
Key Financial Inc
Pennsylvania
$4.83K 112 +112 New
PWMG
486
Private Wealth Management Group
New Jersey
$4.65K 108 +44 +69%
HI
487
Harbour Investments
Wisconsin
$4.61K 107 -16 -13%
Jones Financial Companies
488
Jones Financial Companies
Missouri
$4.36K 100 +63 +170%
HWM
489
Hemington Wealth Management
Virginia
$4K 96 -10,024 -99%
JWA
490
JFS Wealth Advisors
Pennsylvania
$3.72K 96 +5 +5%
IAIM
491
International Assets Investment Management
Florida
$3.64K 156,849 +156,849 New
FMII
492
Farmers & Merchants Investments Inc
Nebraska
$3.45K 80 -200 -71%
GWM
493
Geneos Wealth Management
Colorado
$3.27K 76 +76 New
FDCP
494
Foster Dykema Cabot & Partners
Massachusetts
$3.1K 72
OLVIG
495
Oliver Lagore Vanvalin Investment Group
Michigan
$2.79K 65 +1 +2%
CFB
496
Cullen/Frost Bankers
Texas
$2.63K 61 -24 -28%
RCM
497
Raleigh Capital Management
North Carolina
$2.37K 55
AF
498
Allworth Financial
California
$2.11K 49
PCWA
499
Pacific Capital Wealth Advisors
California
$2.07K 48 +48 New
SIC
500
SJS Investment Consulting
Ohio
$1.85K 43 +4 +10%