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Carlyle Group
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Overview Fund Activity

517 hedge funds and large institutions have $9.81B invested in Carlyle Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 182 increasing their positions, 158 reducing their positions, and 37 closing their positions.

Holders
517
Holders Change
+48
Holders Change %
+10.23%
% of All Funds
7.5%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
89
Increased
182
Reduced
158
Closed
37
Calls
$137M
Puts
$54.2M
Net Calls
+$83.2M
Net Calls Change
+$2.81M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$143M
2
Boston Partners
2
Boston Partners
Massachusetts
$109M
3
EAM
3
Eagle Asset Management
Florida
$82.5M
4
FCM
4
Frontier Capital Management
Massachusetts
$94.5M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$38.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$622M
2
BlackRock
2
BlackRock
New York
$1.1B
3
Goldman Sachs
3
Goldman Sachs
New York
$37.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.09B
5
AI
5
Ariel Investments
Illinois
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
101
SOL Capital Management
Maryland
$6.35M +$235K +5,000 +4%
SSA
102
Schonfeld Strategic Advisors
New York
$6.15M +$350K +7,471 +6%
Mitsubishi UFJ Asset Management
103
Mitsubishi UFJ Asset Management
Japan
$6.11M +$1.17M +24,901 +24%
MOACM
104
Mutual of America Capital Management
New York
$6.05M -$186K -3,968 -3%
Man Group
105
Man Group
United Kingdom
$5.75M +$3.82M +81,497 +198%
Mitsubishi UFJ Trust & Banking
106
Mitsubishi UFJ Trust & Banking
Japan
$5.6M -$333K -7,101 -6%
MIM
107
MetLife Investment Management
New Jersey
$5.57M -$147K -3,138 -3%
AB
108
Amalgamated Bank
New York
$5.54M -$1.22M -25,983 -18%
WAM
109
Winslow Asset Management
Ohio
$5.47M +$5.47M +116,675 New
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$5.47M +$237K +5,052 +5%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$5.37M – – –
PE
112
Point72 Europe
United Kingdom
$5.32M +$5.32M +113,400 New
American Century Companies
113
American Century Companies
Missouri
$5.19M +$234K +4,981 +5%
P2P
114
Phase 2 Partners
California
$5.06M +$5.06M +107,830 New
SLG
115
Stanley-Laman Group
Pennsylvania
$5.05M +$394K +8,395 +8%
T. Rowe Price Associates
116
T. Rowe Price Associates
Maryland
$5.04M -$30.6M -651,985 -86%
CLOS
117
Compagnie Lombard Odier SCmA
Switzerland
$5.02M – – –
SO
118
STRS Ohio
Ohio
$5.01M +$299K +6,371 +6%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$4.88M -$3.23M -68,930 -40%
RJFSA
120
Raymond James Financial Services Advisors
Florida
$4.81M -$142K -3,025 -3%
Holocene Advisors
121
Holocene Advisors
New York
$4.77M -$32.9M -701,283 -87%
YCM
122
Yousif Capital Management
Michigan
$4.74M -$107K -2,280 -2%
ET
123
Equitable Trust
Tennessee
$4.72M -$169K -3,600 -3%
ANTB
124
AMG National Trust Bank
Colorado
$4.63M +$69.3K +1,478 +2%
LPL Financial
125
LPL Financial
California
$4.6M +$170K +3,614 +4%
3 4
5
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