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Carlyle Group
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Overview Fund Activity

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

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$393M
2
BlackRock
2
BlackRock
New York
$577M
3
Ameriprise
3
Ameriprise
Minnesota
$102M
4
SC
4
Samlyn Capital
New York
$62.2M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$139M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$618M
2
N
2
Natixis
France
$1.19M
3
Millennium Management
3
Millennium Management
New York
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$689K
5
Goldman Sachs
5
Goldman Sachs
New York
$62.9M
Name Market Value Shares Shares
Change 		Shares
Change %
FCM
76
Frontier Capital Management
Massachusetts
$7.68M 247,395 -22,364 -8%
WI
77
Wafra Inc
New York
$7.39M 238,047 +238,047 New
RJA
78
Raymond James & Associates
Florida
$7.38M 237,699 +23,796 +11%
DnB Asset Management
79
DnB Asset Management
Norway
$7.37M 237,196 -6,927 -3%
LIM
80
Lingotto Investment Management
United Kingdom
$7.21M 232,000 +232,000 New
CCM
81
Callodine Capital Management
Massachusetts
$6.99M 225,000 +100,000 +80%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$6.78M 218,275 -4,792 -2%
SGA
83
Strategic Global Advisors
California
$6.41M 206,391 -17,885 -8%
PCOC
84
Power Corp of Canada
Canada
$6.41M 210,618 +197,748 +1,537%
Bessemer Group
85
Bessemer Group
New Jersey
$6.21M 200,000 – –
American Century Companies
86
American Century Companies
Missouri
$6.2M 199,710 +32,897 +20%
Federated Hermes
87
Federated Hermes
Pennsylvania
$6.04M 194,578 +18,189 +10%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$5.64M 181,482 +118,802 +190%
Skandinaviska Enskilda Banken (SEB)
89
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.57M 179,410 +10,507 +6%
GCM
90
Gator Capital Management
Florida
$5.42M 174,475 – –
Connor, Clark & Lunn Investment Management (CC&L)
91
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.14M 165,452 +32,260 +24%
BC
92
Brookfield Corp
Ontario, Canada
$5.1M 164,076 -69,109 -30%
COLIM
93
City of London Investment Management
United Kingdom
$5.04M 162,315 – –
Canada Life
94
Canada Life
Manitoba, Canada
$4.9M 157,592 -16,692 -10%
AAF
95
Andra AP-fonden
Sweden
$4.88M 157,000 +42,600 +37%
BWFA
96
Baltimore-Washington Financial Advisors
Maryland
$4.72M 151,832 -17,461 -10%
TD Asset Management
97
TD Asset Management
Ontario, Canada
$4.71M 151,672 +2,033 +1%
Hudson Bay Capital Management
98
Hudson Bay Capital Management
Connecticut
$4.66M 150,000 +150,000 New
SCM
99
SOL Capital Management
Maryland
$4.61M 148,330 +2,000 +1%
Point72 Asset Management
100
Point72 Asset Management
Connecticut
$4.51M 145,200 +145,200 New
2 3
4
5 6