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Carlyle Group
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Overview Fund Activity

316 hedge funds and large institutions have $4.8B invested in Carlyle Group in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 30 closing their positions.

Holders
316
Holders Change
+26
Holders Change %
+8.97%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
57
Increased
91
Reduced
113
Closed
30
Calls
$71.9M
Puts
$10.7M
Net Calls
+$61.1M
Net Calls Change
-$18.3M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$639M
2
SC
2
Samlyn Capital
New York
$108M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$45.1M
4
Nomura Holdings
4
Nomura Holdings
Japan
$36.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$593M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$723M
2
Morgan Stanley
2
Morgan Stanley
New York
$365M
3
Millennium Management
3
Millennium Management
New York
$2.73M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$16.3M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$50.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$4.21M 110,970 +1,534 +1%
RJA
77
Raymond James & Associates
Florida
$4.14M 112,551 +20,663 +22%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$4.08M 111,000 -46,300 -29%
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$4.08M 110,913 +46,813 +73%
CLOS
80
Compagnie Lombard Odier SCmA
Switzerland
$3.93M 107,005 -60,215 -36%
FC
81
Full18 Capital
Connecticut
$3.87M 119,854 -16,697 -12%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$3.85M 104,826 +96,453 +1,152%
SIA
83
Sit Investment Associates
Minnesota
$3.8M 103,475 -11,100 -10%
CAM
84
ClariVest Asset Management
California
$3.79M 103,100 +103,100 New
RA
85
Royce & Associates
New York
$3.74M 101,720 – –
RJFSA
86
Raymond James Financial Services Advisors
Florida
$3.74M 101,611 -5,325 -5%
CSS
87
Cubist Systematic Strategies
Connecticut
$3.62M 98,533 +11,093 +13%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$3.56M 96,636 +14,108 +17%
Mitsubishi UFJ Trust & Banking
89
Mitsubishi UFJ Trust & Banking
Japan
$3.42M 93,024 -13,614 -13%
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$3.34M 90,828 -264 -0.3%
SMG
91
Spectrum Management Group
Indiana
$2.97M 80,697 +1,152 +1%
TYCC
92
Texas Yale Capital Corp
Florida
$2.9M 79,005 -530 -0.7%
Stifel Financial
93
Stifel Financial
Missouri
$2.75M 74,871 +651 +0.9%
Millennium Management
94
Millennium Management
New York
$2.73M 74,249 -1,204,843 -94%
FAF
95
Fjarde Ap-fonden
Sweden
$2.72M 74,100 +4,400 +6%
Man Group
96
Man Group
United Kingdom
$2.72M 74,108 +24,027 +48%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$2.71M 73,775 +52,194 +242%
CBA
98
Coastal Bridge Advisors
Connecticut
$2.64M 71,726 -12,516 -15%
SC
99
Sierra Capital
Florida
$2.63M 71,666 +71,666 New
Asset Management One
100
Asset Management One
Japan
$2.62M 71,396 +472 +0.7%
2 3
4
5 6