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Carlyle Group
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Overview Fund Activity

561 hedge funds and large institutions have $10.9B invested in Carlyle Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 44 closing their positions.

Holders
561
Holders Change
+43
Holders Change %
+8.3%
% of All Funds
7.47%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
96
Increased
187
Reduced
186
Closed
44
Calls
$149M
Puts
$48.9M
Net Calls
+$101M
Net Calls Change
+$20.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$321M
2
Harris Associates
2
Harris Associates
Illinois
$161M
3
BlackRock
3
BlackRock
New York
$1.21B
4
UBS Group
4
UBS Group
Switzerland
$162M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$669M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$265M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$129M
3
VVP
3
Vulcan Value Partners
Alabama
$269M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$143M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$508K
Name Market Value Shares Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.1M 259,071 -233,901 -47%
Retirement Systems of Alabama
77
Retirement Systems of Alabama
Alabama
$13M 256,597 +1,180 +0.5%
AU
78
Algebris (UK)
United Kingdom
$12.4M 253,356 -351,696 -58%
CF
79
Corebridge Financial
Texas
$12.1M 238,843 -9,865 -4%
Assenagon Asset Management
80
Assenagon Asset Management
Luxembourg
$12M 237,525 -31,070 -12%
Lazard Asset Management
81
Lazard Asset Management
New York
$11.7M 231,598 -106,577 -32%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$10.9M 216,630 -31,758 -13%
CCM
83
Channing Capital Management
Illinois
$10.9M 215,970 -2,732 -1%
Comerica Bank
84
Comerica Bank
Texas
$10.1M 199,879 +100,680 +101%
FGP
85
Freestone Grove Partners
California
$9.86M 195,259 +195,259 New
SIA
86
Sit Investment Associates
Minnesota
$9.79M 193,920 -15,845 -8%
CCM
87
Cinctive Capital Management
New York
$9.66M 191,405 +123,184 +181%
Holocene Advisors
88
Holocene Advisors
New York
$9.63M 190,809 -241,776 -56%
EDRH
89
Edmond de Rothschild Holding
Switzerland
$9.28M 183,744 +29,991 +20%
Stifel Financial
90
Stifel Financial
Missouri
$9.21M 182,419 +1,267 +0.7%
Mitsubishi UFJ Asset Management
91
Mitsubishi UFJ Asset Management
Japan
$9.16M 176,704 +21,691 +14%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$8.76M 173,495 -8,000 -4%
Korea Investment Corp
93
Korea Investment Corp
South Korea
$8.36M 165,660 +36,873 +29%
LPL Financial
94
LPL Financial
California
$8.34M 165,220 +43,865 +36%
GCM
95
Gator Capital Management
Florida
$8.19M 162,135 -165 -0.1%
Skandinaviska Enskilda Banken (SEB)
96
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.99M 158,194 -4,400 -3%
SCM
97
SOL Capital Management
Maryland
$7.82M 154,964 +3,830 +3%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$7.49M 148,258 +27,550 +23%
SGI
99
Summit Global Investments
Utah
$7.16M 141,856 +141,856 New
WB
100
WesBanco Bank
West Virginia
$7.08M 140,232 -19,370 -12%
2 3
4
5 6