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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 %
SIC
551
Salem Investment Counselors
North Carolina
$404 8 +8 New
NMG
552
New Millennium Group
Utah
$353 7 +7 New
MFT
553
Moisand Fitzgerald Tamayo
Florida
$332 121 – –
KBFS
554
Kohmann Bosshard Financial Services
Ohio
$303 6 +6 New
NC
555
NewSquare Capital
Pennsylvania
$303 6 +6 New
PWM
556
Parkworth Wealth Management
California
$252 5 +5 New
B
557
Birchbrook
Maine
$146 53 – –
CA
558
Crewe Advisors
Utah
$101 2 – –
PWA
559
Principia Wealth Advisory
Texas
$101 2 +2 New
CIA
560
Cape Investment Advisory
Georgia
$101 2 +2 New
AWM
561
Activest Wealth Management
Florida
$50 1 +1 New
Caisse de Depot et Placement du Quebec (CDPQ)
562
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– – -442,841 Closed
BGIM
563
Brandywine Global Investment Management
Pennsylvania
– – -202,063 Closed
Canada Pension Plan Investment Board
564
Canada Pension Plan Investment Board
Ontario, Canada
– – -180,500 Closed
Man Group
565
Man Group
United Kingdom
– – -160,010 Closed
IAIM
566
International Assets Investment Management
Florida
– – -156,849 Closed
HF
567
HRT Financial
New York
– – -98,968 Closed
RA
568
Royce & Associates
New York
– – -76,020 Closed
TCM
569
Teza Capital Management
Illinois
– – -53,258 Closed
SO
570
STRS Ohio
Ohio
– – -37,799 Closed
XT
571
XTX Topco
Cayman Islands
– – -36,408 Closed
SEC
572
Seven Eight Capital
New York
– – -36,307 Closed
WAM
573
Weiss Asset Management
Massachusetts
– – -34,855 Closed
SPC
574
Sigma Planning Corp
Michigan
– – -33,136 Closed
JF
575
Jump Financial
Illinois
– – -31,759 Closed
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