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Carlyle Group
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Overview Fund Activity

394 hedge funds and large institutions have $6.58B invested in Carlyle Group in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 149 increasing their positions, 138 reducing their positions, and 66 closing their positions.

Holders
394
Holders Change
-33
Holders Change %
-7.73%
% of All Funds
6.21%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
36
Increased
149
Reduced
138
Closed
66
Calls
$121M
Puts
$34.7M
Net Calls
+$86.6M
Net Calls Change
+$128M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$596M
2
BlackRock
2
BlackRock
New York
$700M
3
Norges Bank
3
Norges Bank
Norway
$156M
4
AI
4
Ariel Investments
Illinois
$174M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$64.6M

Top Sellers

1
SC
1
Samlyn Capital
New York
$0
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$16.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$784M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$0
5
Deutsche Bank
5
Deutsche Bank
Germany
$8.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLG
101
Stanley-Laman Group
Pennsylvania
$3.45M +$8.37K +262 +0.2%
CLOS
102
Compagnie Lombard Odier SCmA
Switzerland
$3.42M – – –
HWM
103
Hemington Wealth Management
Virginia
$3.38M +$3.38M +105,893 New
Stifel Financial
104
Stifel Financial
Missouri
$3.35M +$326K +10,201 +11%
ET
105
Equitable Trust
Tennessee
$3.34M -$745K -23,333 -18%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.18M -$112K -3,513 -3%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$3.13M -$342K -10,702 -10%
RA
108
Royce & Associates
New York
$3.11M – – –
Treasurer of the State of North Carolina
109
Treasurer of the State of North Carolina
North Carolina
$2.95M +$53.4K +1,670 +2%
LPL Financial
110
LPL Financial
California
$2.83M -$194K -6,067 -6%
AssetMark Inc
111
AssetMark Inc
California
$2.8M +$942K +29,485 +51%
MIIM
112
Mesirow Institutional Investment Management
Illinois
$2.76M +$281K +8,785 +11%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$2.71M +$1.49M +46,701 +122%
Mitsubishi UFJ Asset Management
114
Mitsubishi UFJ Asset Management
Japan
$2.7M +$603K +18,874 +29%
LCWP
115
Legacy Capital Wealth Partners
Arkansas
$2.63M +$2.63M +82,461 New
WMSA
116
Weiss Multi-Strategy Advisers
New York
$2.63M +$2.63M +82,355 New
TYCC
117
Texas Yale Capital Corp
Florida
$2.59M +$5.27K +165 +0.2%
Macquarie Group
118
Macquarie Group
Australia
$2.58M -$63.2K -1,978 -2%
APF
119
Alaska Permanent Fund
Alaska
$2.48M +$2.48M +77,600 New
SO
120
STRS Ohio
Ohio
$2.46M – – –
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$2.46M -$96.8K -3,032 -4%
PFS
122
Prospera Financial Services
Texas
$2.42M -$39.4K -1,233 -2%
US Bancorp
123
US Bancorp
Minnesota
$2.41M -$9.87K -309 -0.4%
GC
124
GFG Capital
Florida
$2.41M -$171K -2,722 -7%
Asset Management One
125
Asset Management One
Japan
$2.37M -$203K -6,352 -8%
3 4
5
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