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Carlyle Group
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Overview Fund Activity

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

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$143M
2
Boston Partners
Boston Partners
Massachusetts
+$109M
3
EAM
Eagle Asset Management
Florida
+$82.5M
4
FCM
Frontier Capital Management
Massachusetts
+$56M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$38.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$493M
2
BlackRock
BlackRock
New York
-$365M
3
Goldman Sachs
Goldman Sachs
New York
-$84.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$72.4M
5
AI
Ariel Investments
Illinois
-$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
501
Capital Advisors Ltd
Ohio
$3K – – –
OLVIG
502
Oliver Lagore Vanvalin Investment Group
Michigan
$2.99K +$47 +1 +2%
RCM
503
Raleigh Capital Management
North Carolina
$2.58K +$2.58K +55 New
CA
504
Continuum Advisory
Idaho
$2.08K +$2.08K +49 New
AW
505
Avion Wealth
Texas
$2K – – –
SIC
506
SJS Investment Consulting
Ohio
$1.83K +$141 +3 +8%
QCG
507
Quadrant Capital Group
Ohio
$1.13K – – –
IA
508
IFS Advisors
Kansas
$1.06K – – –
MFT
509
Moisand Fitzgerald Tamayo
Florida
$1.05K – – –
DPW
510
DiNuzzo Private Wealth
Pennsylvania
$939 – – –
LWANC
511
Laurel Wealth Advisors (North Carolina)
North Carolina
$798 +$798 +17 New
VWA
512
Valued Wealth Advisors
Utah
$657 +$657 +14 New
DA
513
Denali Advisors
California
$610 -$42.9K -914 -99%
B
514
Birchbrook
Maine
$458 – – –
ACM
515
Anfield Capital Management
California
$281 +$281 +6 New
CHA
516
Carmichael Hill & Associates
Maryland
$104 – – –
MCM
517
MV Capital Management
Maryland
$47 +$47 +1 New
Alyeska Investment Group
518
Alyeska Investment Group
Illinois
– -$28.5M -701,494 Closed
SH
519
SeaTown Holdings
Singapore
– -$19.6M -480,500 Closed
Connor, Clark & Lunn Investment Management (CC&L)
520
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$15.5M -380,392 Closed
Squarepoint
521
Squarepoint
New York
– -$7.22M -177,321 Closed
PCOC
522
Power Corp of Canada
Canada
– -$6.4M -157,277 Closed
NL
523
NWAM LLC
Washington
– -$3.95M -97,090 Closed
Wolverine Trading
524
Wolverine Trading
Illinois
– -$3.18M -78,211 Closed
GAM
525
Groupama Asset Management
France
– -$3.13M -76,896 Closed
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