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Carlyle Group
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Overview Fund Activity

518 hedge funds and large institutions have $8.93B invested in Carlyle Group in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 170 reducing their positions, and 48 closing their positions.

Holders
518
Holders Change
+7
Holders Change %
+1.37%
% of All Funds
7.49%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
58
Increased
204
Reduced
170
Closed
48
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$19M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M
2
Boston Partners
2
Boston Partners
Massachusetts
$286M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$54.5M
4
Amundi
4
Amundi
France
$82.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$82.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$919M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$22.3M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Ameriprise
4
Ameriprise
Minnesota
$89.1M
5
EAM
5
Eagle Asset Management
Florida
$57.8M
Name Market Value Shares Shares
Change 		Shares
Change %
FAM
526
Fred Alger Management
New York
– – -44,603 Closed
CSS
527
Cubist Systematic Strategies
Connecticut
– – -44,588 Closed
SW
528
Simplicity Wealth
New Jersey
– – -41,534 Closed
PCP
529
Perbak Capital Partners
United Kingdom
– – -35,519 Closed
MFS
530
Mirabella Financial Services
United Kingdom
– – -34,798 Closed
LCWP
531
Legacy Capital Wealth Partners
Arkansas
– – -29,378 Closed
QCM
532
Qsemble Capital Management
New York
– – -28,997 Closed
SCP
533
Stamos Capital Partners
California
– – -25,980 Closed
QC
534
Quadrature Capital
United Kingdom
– – -23,213 Closed
LA
535
LBP AM
France
– – -23,101 Closed
DS
536
DRW Securities
Illinois
– – -21,675 Closed
CIS
537
Capital International Sarl
California
– – -20,201 Closed
GI
538
GAMCO Investors
Connecticut
– – -20,000 Closed
MPM
539
MBB Public Markets
Illinois
– – -18,493 Closed
BAM
540
Belpointe Asset Management
Nevada
– – -13,319 Closed
FCA
541
Fortis Capital Advisors
Kansas
– – -13,319 Closed
AIM
542
Achmea Investment Management
Netherlands
– – -12,130 Closed
BC
543
Bridgefront Capital
Texas
– – -11,437 Closed
YMRC
544
Yorktown Management & Research Company
Virginia
– – -10,600 Closed
CM
545
Capula Management
Cayman Islands
– – -9,945 Closed
Capstone Investment Advisors
546
Capstone Investment Advisors
New York
– – -9,257 Closed
Wolverine Trading
547
Wolverine Trading
Illinois
– – -8,312 Closed
GC
548
Guggenheim Capital
Illinois
– – -7,486 Closed
TWP
549
Triad Wealth Partners
Kansas
– – -6,965 Closed
FC
550
FORA Capital
Florida
– – -6,914 Closed
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