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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 Holding Trade Value Shares
Change 		Shares
Change %
SCM
51
Sirios Capital Management
Massachusetts
$20.7M +$2.34M +58,261 +13%
SA
52
SpiderRock Advisors
Delaware
$20.1M – – –
PGH
53
Partners Group Holding
Switzerland
$19.8M +$2.23M +55,578 +13%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$19.7M -$495K -12,326 -2%
RJA
55
Raymond James & Associates
Florida
$19.7M -$1.05M -26,235 -5%
Walleye Capital
56
Walleye Capital
New York
$19.4M +$11.2M +279,439 +138%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19M -$3.57M -89,017 -16%
Nuveen Asset Management
58
Nuveen Asset Management
Illinois
$18.4M -$3.35M -83,536 -15%
Caisse de Depot et Placement du Quebec (CDPQ)
59
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$17.8M -$10.6M -265,062 -37%
Wells Fargo
60
Wells Fargo
California
$16.1M -$1.45M -36,055 -8%
AAMU
61
AEGON Asset Management (UK)
United Kingdom
$16.1M +$14M +347,810 +664%
OC
62
Oppenheimer & Co
New York
$16.1M +$208K +5,176 +1%
Assenagon Asset Management
63
Assenagon Asset Management
Luxembourg
$15.6M +$10M +250,021 +182%
Holocene Advisors
64
Holocene Advisors
New York
$14.8M +$10.7M +266,296 +262%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$14.6M -$1.3M -32,470 -8%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$14.5M +$773K +19,263 +6%
Lazard Asset Management
67
Lazard Asset Management
New York
$14.3M +$14.3M +355,754 New
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$14.3M -$374K -9,305 -3%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$13.5M -$739K -18,399 -5%
AllianceBernstein
70
AllianceBernstein
Tennessee
$12.1M -$456K -11,352 -4%
WorldQuant Millennium Advisors
71
WorldQuant Millennium Advisors
New York
$12M -$744K -18,537 -6%
SIG
72
Sargent Investment Group
Maryland
$11.2M -$413K -10,282 -4%
CF
73
Corebridge Financial
Texas
$11M +$11M +273,145 New
Canada Life
74
Canada Life
Manitoba, Canada
$11M +$940K +23,403 +9%
Deutsche Bank
75
Deutsche Bank
Germany
$10.8M +$2.11M +52,454 +24%
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