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Carlyle Group
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Overview Fund Activity

427 hedge funds and large institutions have $6.18B invested in Carlyle Group in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 140 increasing their positions, 157 reducing their positions, and 61 closing their positions.

Holders
427
Holders Change
–
Holders Change %
0%
% of All Funds
6.84%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
69
Increased
140
Reduced
157
Closed
61
Calls
$55M
Puts
$95.9M
Net Calls
-$41M
Net Calls Change
-$30.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$393M
2
BlackRock
2
BlackRock
New York
$577M
3
Ameriprise
3
Ameriprise
Minnesota
$102M
4
SC
4
Samlyn Capital
New York
$62.2M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$139M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$618M
2
N
2
Natixis
France
$1.19M
3
Millennium Management
3
Millennium Management
New York
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$689K
5
Goldman Sachs
5
Goldman Sachs
New York
$62.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ET
101
Equitable Trust
Tennessee
$3.97M -$405K -13,026 -9%
FAF
102
Fjarde Ap-fonden
Sweden
$3.83M -$857K -27,600 -18%
Citigroup
103
Citigroup
New York
$3.56M -$68.6K -2,207 -2%
Mitsubishi UFJ Trust & Banking
104
Mitsubishi UFJ Trust & Banking
Japan
$3.55M -$213K -6,842 -6%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$3.51M +$114K +3,659 +3%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$3.5M -$188K -6,063 -5%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$3.42M -$181K -5,838 -5%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$3.37M -$261K -8,399 -7%
SLG
109
Stanley-Laman Group
Pennsylvania
$3.35M +$69.5K +2,236 +2%
CLOS
110
Compagnie Lombard Odier SCmA
Switzerland
$3.32M -$113K -3,638 -3%
PAMS
111
Pictet Asset Management (Switzerland)
Switzerland
$3.28M +$66.1K +2,127 +2%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$3.27M – – –
Citadel Advisors
113
Citadel Advisors
Florida
$3.27M -$32.9M -1,059,336 -91%
Group One Trading
114
Group One Trading
Illinois
$3.22M +$2.92M +93,870 +951%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.2M -$141K -4,537 -4%
AllianceBernstein
116
AllianceBernstein
Tennessee
$3.03M -$1.75M -56,407 -37%
RA
117
Royce & Associates
New York
$3.02M +$472K +15,200 +19%
Ensign Peak Advisors
118
Ensign Peak Advisors
Utah
$2.97M -$1.11M -35,815 -27%
Stifel Financial
119
Stifel Financial
Missouri
$2.94M +$148K +4,767 +5%
LPL Financial
120
LPL Financial
California
$2.94M +$294K +9,471 +11%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$2.81M +$20.2K +650 +0.7%
GAM
122
Gotham Asset Management
New York
$2.75M +$253K +8,146 +10%
Macquarie Group
123
Macquarie Group
Australia
$2.57M +$361K +11,638 +16%
Axa
124
Axa
France
$2.56M -$2.32M -74,662 -48%
TYCC
125
Texas Yale Capital Corp
Florida
$2.52M -$40.3K -1,296 -2%
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5
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