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Carlyle Group
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Overview Fund Activity

316 hedge funds and large institutions have $4.8B invested in Carlyle Group in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 30 closing their positions.

Holders
316
Holders Change
+26
Holders Change %
+8.97%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
57
Increased
91
Reduced
113
Closed
30
Calls
$71.9M
Puts
$10.7M
Net Calls
+$61.1M
Net Calls Change
-$18.3M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$639M
2
SC
2
Samlyn Capital
New York
$108M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$45.1M
4
Nomura Holdings
4
Nomura Holdings
Japan
$36.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$593M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$723M
2
Morgan Stanley
2
Morgan Stanley
New York
$365M
3
Millennium Management
3
Millennium Management
New York
$2.73M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$16.3M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$50.2M
Name Market Value Shares Shares
Change 		Shares
Change %
WSCM
101
Wellington Shields Capital Management
New York
$2.6M 70,746 -23,968 -25%
American Century Companies
102
American Century Companies
Missouri
$2.6M 70,764 -4,122 -6%
Voloridge Investment Management
103
Voloridge Investment Management
Florida
$2.59M 70,395 +70,395 New
PCM
104
Poehling Capital Management
Wisconsin
$2.59M 70,370 -9,289 -12%
AAM
105
Augustine Asset Management
Florida
$2.56M 69,653 -118 -0.2%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$2.55M 69,241 -1,456 -2%
AAMU
107
AEGON Asset Management (UK)
United Kingdom
$2.53M 68,751 -2,882 -4%
LPL Financial
108
LPL Financial
California
$2.49M 67,836 +15,081 +29%
UCFA
109
United Capital Financial Advisors
Texas
$2.45M 66,752 -12,363 -16%
AllianceBernstein
110
AllianceBernstein
Tennessee
$2.4M 65,220 -2,436 -4%
AA
111
ALPS Advisors
Colorado
$2.35M 63,800 +63,800 New
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.32M 63,215 +5,191 +9%
Canada Life
113
Canada Life
Manitoba, Canada
$2.31M 63,319 -2,259 -3%
AAMU
114
Amundi Asset Management US
Massachusetts
$2.3M 62,652 +11,268 +22%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$2.3M 62,621 -579 -0.9%
SC
116
Slow Capital
California
$2.28M 62,076 -2,280 -4%
PAMU
117
Pictet Asset Management (UK)
United Kingdom
$2.26M 61,561 +707 +1%
Arrowstreet Capital
118
Arrowstreet Capital
Massachusetts
$2.23M 60,742 +60,742 New
Rafferty Asset Management
119
Rafferty Asset Management
New York
$2.19M 59,509 +10,536 +22%
SPC
120
Sigma Planning Corp
Michigan
$2.01M 54,535 -8,368 -13%
MCM
121
McKinley Capital Management
Alaska
$1.85M 50,237 -6,771 -12%
Macquarie Group
122
Macquarie Group
Australia
$1.82M 49,504 -223,888 -82%
State Board of Administration of Florida Retirement System
123
State Board of Administration of Florida Retirement System
Florida
$1.8M 49,084 – –
KOCAA
124
Knights of Columbus Asset Advisors
Connecticut
$1.77M 48,266 -10,317 -18%
IA
125
IFP Advisors
Florida
$1.73M 46,992 +302 +0.6%
3 4
5
6 7