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Carlyle Group
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Overview Fund Activity

518 hedge funds and large institutions have $8.93B invested in Carlyle Group in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 170 reducing their positions, and 48 closing their positions.

Holders
518
Holders Change
+7
Holders Change %
+1.37%
% of All Funds
7.49%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
58
Increased
204
Reduced
170
Closed
48
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$19M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M
2
Boston Partners
2
Boston Partners
Massachusetts
$286M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$54.5M
4
Amundi
4
Amundi
France
$82.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$82.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$919M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$22.3M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Ameriprise
4
Ameriprise
Minnesota
$89.1M
5
EAM
5
Eagle Asset Management
Florida
$57.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SA
51
SpiderRock Advisors
Delaware
$21.5M 500,040 – –
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.2M 492,972 +18,698 +4%
Principal Financial Group
53
Principal Financial Group
Iowa
$21M 487,506 -231,771 -32%
SCM
54
Sirios Capital Management
Massachusetts
$20.3M 471,906 -43,152 -8%
Nuveen Asset Management
55
Nuveen Asset Management
Illinois
$19.6M 456,329 -1,685 -0.4%
Caisse de Depot et Placement du Quebec (CDPQ)
56
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$19.1M 442,841 -754 -0.2%
PGH
57
Partners Group Holding
Switzerland
$18.8M 435,712 -57,866 -12%
Walleye Capital
58
Walleye Capital
New York
$18.7M 434,918 -47,682 -10%
Holocene Advisors
59
Holocene Advisors
New York
$18.6M 432,585 +64,613 +18%
WorldQuant Millennium Advisors
60
WorldQuant Millennium Advisors
New York
$18.3M 425,774 +127,121 +43%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$17.9M 415,565 +51,715 +14%
AAMU
62
AEGON Asset Management (UK)
United Kingdom
$16.9M 393,468 -6,705 -2%
Barclays
63
Barclays
United Kingdom
$16.7M 388,247 -549,422 -59%
PCM
64
Prana Capital Management
Connecticut
$16.5M 384,327 -252,668 -40%
Wells Fargo
65
Wells Fargo
California
$16.2M 375,526 -26,325 -7%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$15.8M 366,420 +11,025 +3%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$15.5M 358,861 +23,296 +7%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$15.4M 358,442 -2,215 -0.6%
OC
69
Oppenheimer & Co
New York
$14.7M 342,412 -57,408 -14%
Lazard Asset Management
70
Lazard Asset Management
New York
$14.6M 338,175 -17,579 -5%
AssetMark Inc
71
AssetMark Inc
California
$14.3M 333,003 +86,433 +35%
Deutsche Bank
72
Deutsche Bank
Germany
$12.8M 297,578 +27,627 +10%
AllianceBernstein
73
AllianceBernstein
Tennessee
$12.5M 291,174 -10,899 -4%
Canada Life
74
Canada Life
Manitoba, Canada
$12.3M 284,612 +11,878 +4%
SIG
75
Sargent Investment Group
Maryland
$12.2M 283,848 +3,895 +1%
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3
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