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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.

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
1
Boston Partners
Massachusetts
$205M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$68.9M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$37M
4
UBS AM
4
UBS AM
Illinois
$55M
5
Bank of America
5
Bank of America
North Carolina
$56.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$45.2M
2
BlackRock
2
BlackRock
New York
$912M
3
Capital International Investors
3
Capital International Investors
California
$96.8M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$8.13M
5
WI
5
Wafra Inc
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DWP
551
Daymark Wealth Partners
Ohio
– – -4,687 Closed
MCP
552
Mirador Capital Partners
California
– – -4,666 Closed
EFG
553
Everhart Financial Group
Ohio
– – -4,607 Closed
CGH
554
Crossmark Global Holdings
Texas
– – -4,561 Closed
HA
555
Herold Advisors
New York
– – -4,500 Closed
TI
556
Tidal Investments
Wisconsin
– – -4,307 Closed
ACA
557
Atlas Capital Advisors
Wyoming
– – -4,125 Closed
EC
558
EntryPoint Capital
New York
– – -1,928 Closed
MSG
559
Main Street Group
Virginia
– – -755 Closed
SWS
560
SYSTM Wealth Solutions
Illinois
– – -719 Closed
KFI
561
Key Financial Inc
Pennsylvania
– – -112 Closed
WIA
562
Wetzel Investment Advisors
Indiana
– – -109 Closed
CT
563
Colonial Trust
South Carolina
– – -74 Closed
DA
564
Denali Advisors
California
– – -13 Closed
ACM
565
Anfield Capital Management
California
– – -6 Closed
Squarepoint
566
Squarepoint
New York
– – – –
IMC Chicago
567
IMC Chicago
Illinois
– – – –
TSS
568
Two Sigma Securities
New York
– – – –
D.E. Shaw & Co
569
D.E. Shaw & Co
New York
– – – –
Simplex Trading
570
Simplex Trading
Illinois
– – – –
Capital Fund Management (CFM)
571
Capital Fund Management (CFM)
France
– – – –
Parallax Volatility Advisers
572
Parallax Volatility Advisers
California
– – – –
Twin Tree Management
573
Twin Tree Management
Texas
– – – –
GS
574
GTS Securities
New York
– – – –
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