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Carlyle Group
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Overview Fund Activity

469 hedge funds and large institutions have $9.15B invested in Carlyle Group in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 33 closing their positions.

Holders
469
Holders Change
+58
Holders Change %
+14.11%
% of All Funds
6.88%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
98
Increased
156
Reduced
157
Closed
33
Calls
$148M
Puts
$67.9M
Net Calls
+$80.4M
Net Calls Change
-$7.01M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.27B
2
Morgan Stanley
2
Morgan Stanley
New York
$966M
3
State Street
3
State Street
Massachusetts
$322M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$452M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.01B

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$321M
2
SBLIC
2
Security Benefit Life Insurance Company
Kansas
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$30.9M
4
VVP
4
Vulcan Value Partners
Alabama
$343M
5
Norges Bank
5
Norges Bank
Norway
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
National Bank of Canada
76
National Bank of Canada
Quebec, Canada
$10M 254,424 -851,160 -77%
Amundi
77
Amundi
France
$9.89M 251,972 +76,164 +43%
AAF
78
Andra AP-fonden
Sweden
$8.5M 208,800 -25,000 -11%
Jane Street
79
Jane Street
New York
$8.39M 206,098 -7,842 -4%
Stifel Financial
80
Stifel Financial
Missouri
$8.29M 203,840 +60,173 +42%
Bessemer Group
81
Bessemer Group
New Jersey
$8.14M 200,000 – –
SIA
82
Sit Investment Associates
Minnesota
$8.11M 199,380 -74,885 -27%
DnB Asset Management
83
DnB Asset Management
Norway
$8.1M 199,118 -19,555 -9%
AssetMark Inc
84
AssetMark Inc
California
$7.84M 192,727 +55,222 +40%
TPSF
85
Texas Permanent School Fund
Texas
$7.61M 186,981 +186,981 New
Squarepoint
86
Squarepoint
New York
$7.22M 177,321 +52,440 +42%
Skandinaviska Enskilda Banken (SEB)
87
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.15M 175,594 – –
BGIM
88
Brandywine Global Investment Management
Pennsylvania
$7.07M 173,668 -11,279 -6%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$7.03M 172,868 +172,868 New
GCM
90
Gator Capital Management
Florida
$6.75M 165,800 +225 +0.1%
COLIM
91
City of London Investment Management
United Kingdom
$6.6M 162,315 – –
Natixis Advisors
92
Natixis Advisors
Massachusetts
$6.48M 159,253 +159,253 New
PCOC
93
Power Corp of Canada
Canada
$6.4M 157,277 – –
TD Asset Management
94
TD Asset Management
Ontario, Canada
$6.29M 154,555 +3,630 +2%
Robeco Institutional Asset Management
95
Robeco Institutional Asset Management
Netherlands
$5.94M 145,903 -65,572 -31%
AB
96
Amalgamated Bank
New York
$5.86M 143,982 +109,621 +319%
MOACM
97
Mutual of America Capital Management
New York
$5.41M 132,953 +132,953 New
SCM
98
SOL Capital Management
Maryland
$5.3M 130,330 -8,150 -6%
Comerica Bank
99
Comerica Bank
Texas
$5.19M 127,609 +87,142 +215%
Mitsubishi UFJ Trust & Banking
100
Mitsubishi UFJ Trust & Banking
Japan
$5.15M 126,625 +3,503 +3%
2 3
4
5 6