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Carlyle Group
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Overview Fund Activity

561 hedge funds and large institutions have $10.9B invested in Carlyle Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 44 closing their positions.

Holders
561
Holders Change
+43
Holders Change %
+8.3%
% of All Funds
7.47%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
96
Increased
187
Reduced
186
Closed
44
Calls
$149M
Puts
$48.9M
Net Calls
+$101M
Net Calls Change
+$20.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$321M
2
Harris Associates
2
Harris Associates
Illinois
$161M
3
BlackRock
3
BlackRock
New York
$1.21B
4
UBS Group
4
UBS Group
Switzerland
$162M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$669M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$265M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$129M
3
VVP
3
Vulcan Value Partners
Alabama
$269M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$143M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$508K
Name Market Value Shares Shares
Change 		Shares
Change %
TFGT
501
TS Financial Group (TSFG)
Illinois
$15K 300 – –
C
502
Covestor
United Kingdom
$15K 303 +22 +8%
NB
503
NBT Bank
New York
$13.4K 266 – –
S
504
SignatureFD
Georgia
$13.2K 262 – –
AWM
505
Atticus Wealth Management
Florida
$12.6K 250 – –
EWM
506
Evermay Wealth Management
Virginia
$12.5K 248 – –
MPWT
507
MassMutual Private Wealth & Trust
Connecticut
$12.4K 246 +119 +94%
FMTCOCP
508
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K 238 – –
CSPIA
509
Cary Street Partners Investment Advisory
Virginia
$11.8K 234 -4,825 -95%
GEA
510
Glen Eagle Advisors
New Jersey
$10.1K 200 – –
BCM
511
Berbice Capital Management
New York
$10.1K 200 +200 New
AF
512
Allworth Financial
California
$9.34K 165 +116 +237%
AGWCA
513
Annis Gardner Whiting Capital Advisors
Florida
$8.94K 177 – –
BGAI
514
Bruce G. Allen Investments
Colorado
$8.53K 169 -10 -6%
JWA
515
JFS Wealth Advisors
Pennsylvania
$8.16K 172 +76 +79%
HWM
516
Hemington Wealth Management
Virginia
$8K 165 +69 +72%
FFO
517
Fortitude Family Office
Arizona
$7.07K 140 – –
PFBT
518
Parkside Financial Bank & Trust
Missouri
$6.82K 135 +12 +10%
BHWM
519
Beaird Harris Wealth Management
Texas
$6.62K 131 – –
BIA
520
Bell Investment Advisors
California
$6.51K 129 -34 -21%
HI
521
Harbour Investments
Wisconsin
$6.36K 126 +19 +18%
BTI
522
Blue Trust Inc
Georgia
$6.31K 125 -1,784 -93%
KFI
523
Key Financial Inc
Pennsylvania
$5.67K 112 – –
PWMG
524
Private Wealth Management Group
New Jersey
$5.45K 108 – –
MA
525
Modus Advisors
Minnesota
$5.45K 108 +108 New
19 20
21
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