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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 %
AW
501
Avion Wealth
Texas
$1K – – –
IA
502
IFS Advisors
Kansas
$910 – – –
MFT
503
Moisand Fitzgerald Tamayo
Florida
$781 – – –
LWANC
504
Laurel Wealth Advisors (North Carolina)
North Carolina
$683 – – –
VWA
505
Valued Wealth Advisors
Utah
$563 – – –
B
506
Birchbrook
Maine
$342 – – –
CA
507
CoreCap Advisors
Michigan
$120 -$7.88K -197 -99%
AWM
508
Avior Wealth Management
Nebraska
$80 +$80 +2 New
CHA
509
Carmichael Hill & Associates
Maryland
$78 – – –
MCM
510
MV Capital Management
Maryland
$41 – – –
CPA
511
Clear Point Advisors
New York
$40 +$40 +1 New
WI
512
Wafra Inc
New York
– -$20.3M -431,780 Closed
CCM
513
Cinctive Capital Management
New York
– -$15M -318,913 Closed
AIG
514
American International Group
New York
– -$13.4M -286,508 Closed
SG
515
Sienna Gestion
France
– -$9.47M -201,805 Closed
JWM
516
Jessup Wealth Management
Ohio
– -$7.63M -162,670 Closed
P2P
517
Phase 2 Partners
California
– -$5.06M -107,830 Closed
ECU
518
Eisler Capital (UK)
United Kingdom
– -$4.08M -87,027 Closed
IAN
519
Integrated Advisors Network
Texas
– -$3.72M -79,281 Closed
TC
520
TwinBeech Capital
New York
– -$3.53M -75,204 Closed
MAM
521
Mirabaud Asset Management
United Kingdom
– -$2.64M -56,321 Closed
CANY
522
Caxton Associates (New York)
New York
– -$2.01M -42,799 Closed
BCM
523
Bayesian Capital Management
New York
– -$1.21M -25,876 Closed
PAM
524
Paradigm Asset Management
New York
– -$1.21M -25,700 Closed
EI
525
Ethic Inc
New York
– -$1.19M -25,315 Closed
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