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Carlyle Group
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Overview Fund Activity

511 hedge funds and large institutions have $8.44B invested in Carlyle Group in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 183 increasing their positions, 183 reducing their positions, and 54 closing their positions.

Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
7.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
183
Reduced
183
Closed
54
Calls
$102M
Puts
$41.1M
Net Calls
+$60.7M
Net Calls Change
-$22.5M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$205M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$68.9M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$37M
4
UBS AM
4
UBS AM
Illinois
$55M
5
Bank of America
5
Bank of America
North Carolina
$56.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$45.2M
2
BlackRock
2
BlackRock
New York
$912M
3
Capital International Investors
3
Capital International Investors
California
$96.8M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$8.13M
5
WI
5
Wafra Inc
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Retirement Systems of Alabama
76
Retirement Systems of Alabama
Alabama
$10.7M 266,509 -5,332 -2%
Millennium Management
77
Millennium Management
New York
$10.6M 264,932 -61,656 -19%
CCM
78
Channing Capital Management
Illinois
$10.5M 262,221 -12,845 -5%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$10M 245,091 +1,750 +0.7%
AssetMark Inc
80
AssetMark Inc
California
$9.9M 246,570 +4,030 +2%
Stifel Financial
81
Stifel Financial
Missouri
$9.47M 235,868 +26,878 +13%
AU
82
Algebris (UK)
United Kingdom
$9.25M 246,922 +246,922 New
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$8.44M 210,095 +7,795 +4%
SIA
84
Sit Investment Associates
Minnesota
$8.39M 208,940 +1,010 +0.5%
Bessemer Group
85
Bessemer Group
New Jersey
$8.14M 202,691 +2,594 +1%
Point72 Asset Management
86
Point72 Asset Management
Connecticut
$8.13M 202,435 -611,046 -75%
PE
87
Point72 Europe
United Kingdom
$7.97M 198,400 +85,000 +75%
BGIM
88
Brandywine Global Investment Management
Pennsylvania
$7.76M 193,158 +21,690 +13%
DnB Asset Management
89
DnB Asset Management
Norway
$7.67M 191,083 -48,814 -20%
SSA
90
Schonfeld Strategic Advisors
New York
$7.26M 180,831 +49,769 +38%
Citadel Advisors
91
Citadel Advisors
Florida
$7.09M 176,697 +152,191 +621%
Comerica Bank
92
Comerica Bank
Texas
$6.63M 165,207 -19,213 -10%
COLIM
93
City of London Investment Management
United Kingdom
$6.52M 162,315 – –
GCM
94
Gator Capital Management
Florida
$6.52M 162,300 -3,500 -2%
Skandinaviska Enskilda Banken (SEB)
95
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.51M 162,094 +2,200 +1%
TPSF
96
Texas Permanent School Fund
Texas
$6.51M 162,028 -27,431 -14%
EP
97
Edgestream Partners
New Jersey
$6.41M 159,596 +119,402 +297%
CGPCS
98
Capital Group Private Client Services
California
$6.37M 158,576 +94,185 +146%
QT
99
Quantbot Technologies
New York
$6.23M 155,189 +155,189 New
TD Asset Management
100
TD Asset Management
Ontario, Canada
$6.11M 152,089 +683 +0.5%
2 3
4
5 6