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Carlyle Group
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Overview Fund Activity

517 hedge funds and large institutions have $9.81B invested in Carlyle Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 182 increasing their positions, 158 reducing their positions, and 37 closing their positions.

Holders
517
Holders Change
+48
Holders Change %
+10.23%
% of All Funds
7.5%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
89
Increased
182
Reduced
158
Closed
37
Calls
$137M
Puts
$54.2M
Net Calls
+$83.2M
Net Calls Change
+$2.81M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$143M
2
Boston Partners
2
Boston Partners
Massachusetts
$109M
3
EAM
3
Eagle Asset Management
Florida
$82.5M
4
FCM
4
Frontier Capital Management
Massachusetts
$94.5M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$38.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$622M
2
BlackRock
2
BlackRock
New York
$1.1B
3
Goldman Sachs
3
Goldman Sachs
New York
$37.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.09B
5
AI
5
Ariel Investments
Illinois
$229M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
76
AssetMark Inc
California
$11.4M 242,540 +49,813 +26%
DnB Asset Management
77
DnB Asset Management
Norway
$11.3M 239,897 +40,779 +20%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$11.1M 237,285 +143,236 +152%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$10.9M 232,167 +163,503 +238%
Deutsche Bank
80
Deutsche Bank
Germany
$10.2M 217,497 -33,265 -13%
Stifel Financial
81
Stifel Financial
Missouri
$9.8M 208,990 +5,150 +3%
SIA
82
Sit Investment Associates
Minnesota
$9.75M 207,930 +8,550 +4%
Walleye Capital
83
Walleye Capital
New York
$9.53M 203,161 -268,267 -57%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$9.49M 202,300 -61,948 -23%
SG
85
Sienna Gestion
France
$9.47M 201,805 +201,805 New
Bessemer Group
86
Bessemer Group
New Jersey
$9.39M 200,097 +97 +0%
First Trust Advisors
87
First Trust Advisors
Illinois
$9.09M 193,709 -166,745 -46%
TPSF
88
Texas Permanent School Fund
Texas
$8.89M 189,459 +2,478 +1%
Comerica Bank
89
Comerica Bank
Texas
$8.65M 184,420 +56,811 +45%
Natixis Advisors
90
Natixis Advisors
Massachusetts
$8.35M 178,002 +18,749 +12%
BGIM
91
Brandywine Global Investment Management
Pennsylvania
$8.04M 171,468 -2,200 -1%
GCM
92
Gator Capital Management
Florida
$7.78M 165,800 – –
Jane Street
93
Jane Street
New York
$7.64M 162,930 -43,168 -21%
JWM
94
Jessup Wealth Management
Ohio
$7.63M 162,670 +162,670 New
COLIM
95
City of London Investment Management
United Kingdom
$7.61M 162,315 – –
Skandinaviska Enskilda Banken (SEB)
96
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.5M 159,894 -15,700 -9%
Robeco Institutional Asset Management
97
Robeco Institutional Asset Management
Netherlands
$7.41M 157,908 +12,005 +8%
TD Asset Management
98
TD Asset Management
Ontario, Canada
$7.1M 151,406 -3,149 -2%
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$6.63M 141,410 +141,410 New
Assenagon Asset Management
100
Assenagon Asset Management
Luxembourg
$6.44M 137,311 +117,941 +609%
2 3
4
5 6