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Carlyle Group
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Overview Fund Activity

511 hedge funds and large institutions have $8.44B invested in Carlyle Group in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 183 increasing their positions, 183 reducing their positions, and 54 closing their positions.

Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
7.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
183
Reduced
183
Closed
54
Calls
$102M
Puts
$41.1M
Net Calls
+$60.7M
Net Calls Change
-$22.5M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$205M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$68.9M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$37M
4
UBS AM
4
UBS AM
Illinois
$55M
5
Bank of America
5
Bank of America
North Carolina
$56.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$45.2M
2
BlackRock
2
BlackRock
New York
$912M
3
Capital International Investors
3
Capital International Investors
California
$96.8M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$8.13M
5
WI
5
Wafra Inc
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
101
SOL Capital Management
Maryland
$5.77M 143,624 +8,294 +6%
Mitsubishi UFJ Asset Management
102
Mitsubishi UFJ Asset Management
Japan
$5.28M 131,417 +1,078 +0.8%
EDRH
103
Edmond de Rothschild Holding
Switzerland
$5.08M 126,540 +36,991 +41%
Robeco Institutional Asset Management
104
Robeco Institutional Asset Management
Netherlands
$5.05M 125,730 -32,178 -20%
WB
105
WesBanco Bank
West Virginia
$5.05M 125,698 +125,698 New
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$4.99M 124,340 +7,756 +7%
WAM
107
Winslow Asset Management
Ohio
$4.99M 124,266 +7,591 +7%
MOACM
108
Mutual of America Capital Management
New York
$4.96M 123,629 -5,356 -4%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$4.85M 120,708 +15,496 +15%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$4.74M 118,001 +14,063 +14%
T. Rowe Price Associates
111
T. Rowe Price Associates
Maryland
$4.69M 116,735 +9,222 +9%
MIM
112
MetLife Investment Management
New Jersey
$4.57M 113,758 -5,061 -4%
LPL Financial
113
LPL Financial
California
$4.56M 113,455 +15,427 +16%
AB
114
Amalgamated Bank
New York
$4.39M 109,216 -8,783 -7%
SLG
115
Stanley-Laman Group
Pennsylvania
$4.36M 108,707 +976 +0.9%
Mitsubishi UFJ Trust & Banking
116
Mitsubishi UFJ Trust & Banking
Japan
$4.33M 107,796 -11,728 -10%
CLOS
117
Compagnie Lombard Odier SCmA
Switzerland
$4.3M 107,005 – –
RJFSA
118
Raymond James Financial Services Advisors
Florida
$4.14M 103,226 +641 +0.6%
American Century Companies
119
American Century Companies
Missouri
$4.09M 101,965 -8,572 -8%
ET
120
Equitable Trust
Tennessee
$4M 99,617 -1,006 -1%
ANTB
121
AMG National Trust Bank
Colorado
$3.93M 97,963 -648 -0.7%
RA
122
Royce & Associates
New York
$3.9M 97,205 – –
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$3.83M 95,271 +1,057 +1%
YCM
124
Yousif Capital Management
Michigan
$3.72M 92,707 -8,326 -8%
CCIA
125
Campbell & Co Investment Adviser
Maryland
$3.67M 91,522 +91,522 New
3 4
5
6 7