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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 %
FCM
526
FJ Capital Management
Virginia
– -$1.17M -24,849 Closed
Group One Trading
527
Group One Trading
Illinois
– -$969K -20,657 Closed
Nomura Holdings
528
Nomura Holdings
Japan
– -$948K -20,219 Closed
FF
529
Friedenthal Financial
New Jersey
– -$759K -16,178 Closed
Axa
530
Axa
France
– -$702K -14,969 Closed
CIA
531
Concurrent Investment Advisors
Florida
– -$627K -13,368 Closed
AC
532
AXQ Capital
New Jersey
– -$624K -13,300 Closed
EGM
533
Engineers Gate Manager
New York
– -$619K -13,196 Closed
PI
534
Parkside Investments
Illinois
– -$486K -10,350 Closed
SG Americas Securities
535
SG Americas Securities
New York
– -$473K -10,083 Closed
PI
536
PEAK6 Investments
Illinois
– -$427K -9,104 Closed
ALAM
537
Asahi Life Asset Management
Japan
– -$357K -7,620 Closed
MWA
538
Monograph Wealth Advisors
California
– -$337K -7,175 Closed
CC
539
Centiva Capital
New York
– -$294K -6,266 Closed
JFG
540
Jefferies Financial Group
New York
– -$286K -6,104 Closed
DAS
541
Diversify Advisory Services
Utah
– -$256K -5,523 Closed
Teacher Retirement System of Texas
542
Teacher Retirement System of Texas
Texas
– -$258K -5,503 Closed
ACM
543
Aquatic Capital Management
Illinois
– -$244K -5,200 Closed
KCM
544
Kendall Capital Management
Maryland
– -$243K -5,170 Closed
CSPIA
545
Cary Street Partners Investment Advisory
Virginia
– -$235K -5,000 Closed
SP
546
Symmetry Partners
Connecticut
– -$233K -4,972 Closed
CB
547
Commerce Bank
Missouri
– -$232K -4,944 Closed
Focus Partners Wealth
548
Focus Partners Wealth
Massachusetts
– -$228K -4,851 Closed
SYBT
549
Stock Yards Bank & Trust
Kentucky
– -$225K -4,800 Closed
IPAM
550
Investment Partners Asset Management
New Jersey
– -$220K -4,696 Closed
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