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Carlyle Group
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Overview Fund Activity

518 hedge funds and large institutions have $8.93B invested in Carlyle Group in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 170 reducing their positions, and 48 closing their positions.

Holders
518
Holders Change
+7
Holders Change %
+1.37%
% of All Funds
7.49%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
58
Increased
204
Reduced
170
Closed
48
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$19M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M
2
Boston Partners
2
Boston Partners
Massachusetts
$286M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$54.5M
4
Amundi
4
Amundi
France
$82.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$82.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$919M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$22.3M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Ameriprise
4
Ameriprise
Minnesota
$89.1M
5
EAM
5
Eagle Asset Management
Florida
$57.8M
Name Market Value Shares Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$5.69M 132,072 +7,732 +6%
Korea Investment Corp
102
Korea Investment Corp
South Korea
$5.55M 128,787 +109,747 +576%
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$5.34M 124,054 +7,319 +6%
LPL Financial
104
LPL Financial
California
$5.23M 121,355 +7,900 +7%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$5.2M 120,708 – –
SLG
106
Stanley-Laman Group
Pennsylvania
$5.03M 116,851 +8,144 +7%
MOACM
107
Mutual of America Capital Management
New York
$4.89M 113,638 -9,991 -8%
Robeco Institutional Asset Management
108
Robeco Institutional Asset Management
Netherlands
$4.76M 110,606 -15,124 -12%
Pictet Asset Management
109
Pictet Asset Management
Switzerland
$4.71M 109,412 +28,144 +35%
MIM
110
MetLife Investment Management
New Jersey
$4.69M 108,824 -4,934 -4%
CLOS
111
Compagnie Lombard Odier SCmA
Switzerland
$4.61M 107,005 – –
PI
112
PEAK6 Investments
Illinois
$4.61M 107,003 +107,003 New
Mitsubishi UFJ Trust & Banking
113
Mitsubishi UFJ Trust & Banking
Japan
$4.57M 106,053 -1,743 -2%
RJFSA
114
Raymond James Financial Services Advisors
Florida
$4.51M 104,656 +1,430 +1%
AB
115
Amalgamated Bank
New York
$4.34M 100,716 -8,500 -8%
ET
116
Equitable Trust
Tennessee
$4.31M 100,178 +561 +0.6%
Comerica Bank
117
Comerica Bank
Texas
$4.27M 99,199 -66,008 -40%
HF
118
HRT Financial
New York
$4.26M 98,968 +58,326 +144%
EP
119
Edgestream Partners
New Jersey
$4.24M 98,504 -61,092 -38%
Jane Street
120
Jane Street
New York
$4.15M 96,457 +23,077 +31%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$4.12M 95,661 +390 +0.4%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$4.07M 94,460 +3,323 +4%
SI
123
Stephens Inc
Arkansas
$3.91M 90,782 +11,765 +15%
State of Tennessee, Department of Treasury
124
State of Tennessee, Department of Treasury
Tennessee
$3.86M 89,693 +38,144 +74%
AAF
125
Andra AP-fonden
Sweden
$3.78M 87,700 +57,500 +190%
3 4
5
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