CG icon

Carlyle Group

427 hedge funds and large institutions have $6.18B invested in Carlyle Group in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 140 increasing their positions, 157 reducing their positions, and 61 closing their positions.

Holders
427
Holders Change
Holders Change %
0%
% of All Funds
6.84%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
69
Increased
140
Reduced
157
Closed
61
Calls
$55M
Puts
$95.9M
Net Calls
-$41M
Net Calls Change
-$30.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Allianz Asset Management
51
Allianz Asset Management
Germany
$16.4M -$40.4M -1,299,217 -71%
Aviva
52
Aviva
United Kingdom
$15.6M +$10.4M +333,607 +199%
BCM
53
Basswood Capital Management
New York
$14.9M +$14.9M +480,715 New
PI
54
Putnam Investments
Massachusetts
$14.9M -$1.68M -53,979 -10%
Neuberger Berman Group
55
Neuberger Berman Group
New York
$14.7M -$1.81M -58,315 -11%
PGH
56
Partners Group Holding
Switzerland
$14.5M -$3.38M -108,874 -19%
Invesco
57
Invesco
Georgia
$14.3M -$7.92M -255,022 -36%
Prudential Financial
58
Prudential Financial
New Jersey
$13.9M -$4.59M -147,831 -25%
AU
59
Algebris (UK)
United Kingdom
$13.3M -$9.25M -296,878 -41%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$12.4M -$2.42M -77,914 -16%
Renaissance Technologies
61
Renaissance Technologies
New York
$12.1M -$5.92M -190,700 -33%
OC
62
Oppenheimer & Co
New York
$11.9M -$305K -9,832 -3%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$11.8M -$716K -23,062 -6%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$11.6M -$2.67M -85,912 -19%
Wells Fargo
65
Wells Fargo
California
$11.3M -$521K -16,768 -4%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$10.8M -$46.7K -1,505 -0.4%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$10.2M +$1.12M +36,050 +12%
SIA
68
Sit Investment Associates
Minnesota
$10.2M +$998K +32,120 +11%
SIG
69
Sargent Investment Group
Maryland
$9.97M -$37.6K -1,235 -0.4%
Amundi
70
Amundi
France
$9.43M -$31.5K -1,078 -0.3%
CCM
71
Channing Capital Management
Illinois
$9.39M -$4.01M -129,009 -30%
A
72
AustralianSuper
Australia
$9M -$5.05M -162,737 -36%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$8.85M +$6.65M +214,402 +302%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$8.63M -$1.19M -38,392 -12%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$8.15M +$7.06M +227,290 +647%