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Carlyle Group
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Overview Fund Activity

441 hedge funds and large institutions have $6.03B invested in Carlyle Group in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 127 reducing their positions, and 89 closing their positions.

Holders
441
Holders Change
-42
Holders Change %
-8.7%
% of All Funds
7.46%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
58
Increased
203
Reduced
127
Closed
89
Calls
$47.7M
Puts
$49M
Net Calls
-$1.31M
Net Calls Change
+$34.4M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$720M
2
Norges Bank
2
Norges Bank
Norway
$130M
3
Morgan Stanley
3
Morgan Stanley
New York
$706M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$78.1M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$65.5M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$21.8M
2
SC
2
Samlyn Capital
New York
$0
3
Capital World Investors
3
Capital World Investors
California
$558M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$771K
5
SBLIC
5
Security Benefit Life Insurance Company
Kansas
$82.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Capstone Investment Advisors
501
Capstone Investment Advisors
New York
– – -4,495 Closed
DCM
502
Driehaus Capital Management
Illinois
– – -4,428 Closed
VIA
503
Vident Investment Advisory
Georgia
– – -4,397 Closed
HWM
504
HB Wealth Management
Georgia
– – -4,383 Closed
SEC
505
Seven Eight Capital
New York
– – -4,337 Closed
RG
506
Rathbones Group
United Kingdom
– – -4,300 Closed
CIA
507
Capital Investment Advisors
Georgia
– – -4,300 Closed
RWA
508
Redmont Wealth Advisors
Illinois
– – -4,260 Closed
BPCE
509
Bank Pictet & Cie (Europe)
Germany
– – -4,250 Closed
USCWA
510
U.S. Capital Wealth Advisors
Texas
– – -4,154 Closed
PAI
511
Pittenger & Anderson Inc
Nebraska
– – -3,800 Closed
SAS
512
Stelac Advisory Services
New York
– – -3,198 Closed
SFO
513
Standard Family Office
South Dakota
– – -1,938 Closed
PI
514
PineBridge Investments
New York
– – -1,812 Closed
VNA
515
Valley National Advisers
Pennsylvania
– – -1,462 Closed
Group One Trading
516
Group One Trading
Illinois
– – -1,317 Closed
HA
517
Herold Advisors
New York
– – -1,000 Closed
RTC
518
Riverview Trust Company
Washington
– – -343 Closed
TWC
519
TD Waterhouse Canada
Ontario, Canada
– – -140 Closed
FGAM
520
Financial Gravity Asset Management
Texas
– – -98 Closed
Lazard Asset Management
521
Lazard Asset Management
New York
– – -94 Closed
COCM
522
Charter Oak Capital Management
New Hampshire
– – -75 Closed
T
523
TCWP
Ohio
– – -36 Closed
CWC
524
Carolinas Wealth Consulting
North Carolina
– – -13 Closed
FHA
525
First Horizon Advisors
Tennessee
– – -10 Closed
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