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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
$94.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$38.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$622M
2
BlackRock
BlackRock
New York
$1.1B
3
Goldman Sachs
Goldman Sachs
New York
$37.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.09B
5
AI
Ariel Investments
Illinois
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
526
Bank of Nova Scotia
Ontario, Canada
– -$2.85M -69,931 Closed
LCWP
527
Legacy Capital Wealth Partners
Arkansas
– -$2.61M -64,049 Closed
YIH
528
Y-Intercept (HK)
Hong Kong
– -$1.59M -38,965 Closed
FC
529
FORA Capital
Florida
– -$1.44M -35,381 Closed
Bank Julius Baer & Co
530
Bank Julius Baer & Co
Switzerland
– -$920K -22,620 Closed
EIP
531
Epoch Investment Partners
New York
– -$845K -20,763 Closed
OTL
532
Oak Thistle LLC
New York
– -$656K -16,113 Closed
VF
533
Virtu Financial
New York
– -$630K -15,476 Closed
WWM
534
Whalen Wealth Management
Nevada
– -$608K -14,947 Closed
PP
535
Prudential plc
United Kingdom
– -$604K -14,844 Closed
GS
536
GTS Securities
New York
– -$542K -13,309 Closed
GT
537
Glenmede Trust
Pennsylvania
– -$461K -11,331 Closed
CM
538
Capula Management
Cayman Islands
– -$415K -10,200 Closed
TA
539
Teramo Advisors
Florida
– -$407K -10,000 Closed
LCS
540
Levin Capital Strategies
New York
– -$407K -10,000 Closed
MC
541
Machina Capital
France
– -$295K -7,255 Closed
LCM
542
Landscape Capital Management
New Jersey
– -$251K -6,168 Closed
DA
543
Duality Advisers
Florida
– -$245K -6,011 Closed
TSS
544
Two Sigma Securities
New York
– -$232K -5,694 Closed
WJWM
545
Williams Jones Wealth Management
New York
– -$229K -5,620 Closed
AHL
546
Abel Hall LLC
Louisiana
– -$211K -5,187 Closed
IMCOOI
547
Investment Management Corp of Ontario (IMCO)
Canada
– -$204K -5,009 Closed
FWM
548
Focused Wealth Management
New York
– -$85.1K -2,092 Closed
ASN
549
Advisory Services Network
Georgia
– -$47.5K -1,168 Closed
GC
550
Gould Capital
Washington
– -$40.7K -1,000 Closed
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