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Carlyle Group
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Overview Fund Activity

517 hedge funds and large institutions have $9.81B invested in Carlyle Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 182 increasing their positions, 158 reducing their positions, and 37 closing their positions.

Holders
517
Holders Change
+48
Holders Change %
+10.23%
% of All Funds
7.5%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
89
Increased
182
Reduced
158
Closed
37
Calls
$137M
Puts
$54.2M
Net Calls
+$83.2M
Net Calls Change
+$2.81M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$143M
2
Boston Partners
2
Boston Partners
Massachusetts
$109M
3
EAM
3
Eagle Asset Management
Florida
$82.5M
4
FCM
4
Frontier Capital Management
Massachusetts
$94.5M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$38.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$622M
2
BlackRock
2
BlackRock
New York
$1.1B
3
Goldman Sachs
3
Goldman Sachs
New York
$37.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.09B
5
AI
5
Ariel Investments
Illinois
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
51
Prana Capital Management
Connecticut
$23.7M +$18.6M +396,757 +367%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$23.6M +$224K +4,766 +1%
Canada Pension Plan Investment Board
53
Canada Pension Plan Investment Board
Ontario, Canada
$23.5M +$23.5M +500,000 New
SA
54
SpiderRock Advisors
Delaware
$22.5M +$22.5M +500,040 New
SCM
55
Sirios Capital Management
Massachusetts
$21.4M +$472K +10,061 +2%
PGH
56
Partners Group Holding
Switzerland
$20.5M -$2.82M -60,052 -12%
Wells Fargo
57
Wells Fargo
California
$20.5M +$3.62M +77,262 +21%
WI
58
Wafra Inc
New York
$20.3M – – –
Amundi
59
Amundi
France
$19.7M +$8.7M +199,283 +79%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$18.6M +$2.82M +60,045 +18%
OC
61
Oppenheimer & Co
New York
$18.5M +$728K +15,525 +4%
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$17.2M +$6.36M +149,612 +59%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$17.1M -$176K -3,762 -1%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$16.6M +$3.54M +75,502 +27%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$16M +$110K +2,342 +0.7%
Millennium Management
66
Millennium Management
New York
$15.3M +$409K +8,724 +3%
CCM
67
Cinctive Capital Management
New York
$15M +$9.97M +212,439 +200%
WorldQuant Millennium Advisors
68
WorldQuant Millennium Advisors
New York
$14.9M -$15.7M -335,699 -51%
AllianceBernstein
69
AllianceBernstein
Tennessee
$14.7M +$10.9K +232 +0.1%
SIG
70
Sargent Investment Group
Maryland
$13.6M -$902K -19,220 -6%
AIG
71
American International Group
New York
$13.4M -$275K -5,859 -2%
CCM
72
Channing Capital Management
Illinois
$12.9M – – –
Retirement Systems of Alabama
73
Retirement Systems of Alabama
Alabama
$12.8M +$33.4K +713 +0.3%
Canada Life
74
Canada Life
Manitoba, Canada
$11.7M +$14.1K +300 +0.1%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$11.4M -$719K -15,360 -6%
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