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Carlyle Group
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Overview Fund Activity

561 hedge funds and large institutions have $10.9B invested in Carlyle Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 44 closing their positions.

Holders
561
Holders Change
+43
Holders Change %
+8.3%
% of All Funds
7.47%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
96
Increased
187
Reduced
186
Closed
44
Calls
$149M
Puts
$48.9M
Net Calls
+$101M
Net Calls Change
+$20.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$321M
2
Harris Associates
2
Harris Associates
Illinois
$161M
3
BlackRock
3
BlackRock
New York
$1.21B
4
UBS Group
4
UBS Group
Switzerland
$162M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$669M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$265M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$129M
3
VVP
3
Vulcan Value Partners
Alabama
$269M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$143M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$508K
Name Market Value Shares Shares
Change 		Shares
Change %
APG Asset Management
101
APG Asset Management
Netherlands
$6.95M 142,600 +142,600 New
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$6.88M 136,185 +12,131 +10%
WAM
103
Winslow Asset Management
Ohio
$6.77M 134,021 +1,693 +1%
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$6.38M 126,360 -5,712 -4%
COLIM
105
City of London Investment Management
United Kingdom
$6.32M 125,244 -53,271 -30%
TI
106
Trexquant Investment
Connecticut
$6.21M 123,036 -24,613 -17%
MIM
107
MetLife Investment Management
New Jersey
$6.01M 119,099 +10,275 +9%
PEAK6
108
PEAK6
Illinois
$5.8M 114,944 +114,944 New
MOACM
109
Mutual of America Capital Management
New York
$5.63M 111,475 -2,163 -2%
TD Asset Management
110
TD Asset Management
Ontario, Canada
$5.6M 110,997 -39,879 -26%
Pictet Asset Management
111
Pictet Asset Management
Switzerland
$5.56M 110,050 +638 +0.6%
CLOS
112
Compagnie Lombard Odier SCmA
Switzerland
$5.4M 107,005 – –
Citigroup
113
Citigroup
New York
$5.39M 106,679 +19,930 +23%
SLG
114
Stanley-Laman Group
Pennsylvania
$5.38M 106,500 -10,351 -9%
Mitsubishi UFJ Trust & Banking
115
Mitsubishi UFJ Trust & Banking
Japan
$5.3M 105,069 -984 -0.9%
AB
116
Amalgamated Bank
New York
$5.11M 101,266 +550 +0.5%
Royal London Asset Management
117
Royal London Asset Management
United Kingdom
$5.06M 100,143 +36,637 +58%
ET
118
Equitable Trust
Tennessee
$4.98M 98,706 -1,472 -1%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$4.86M 96,271 +610 +0.6%
VanEck Associates
120
VanEck Associates
New York
$4.7M 93,121 -59,576 -39%
HSBC Holdings
121
HSBC Holdings
United Kingdom
$4.66M 92,297 +25,641 +38%
SI
122
Stephens Inc
Arkansas
$4.58M 90,782 – –
Robeco Institutional Asset Management
123
Robeco Institutional Asset Management
Netherlands
$4.57M 90,606 -20,000 -18%
Adage Capital Partners
124
Adage Capital Partners
Massachusetts
$4.52M 89,600 +89,600 New
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$4.51M 89,324 -5,136 -5%
3 4
5
6 7