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Carlyle Group
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Overview Fund Activity

316 hedge funds and large institutions have $4.8B invested in Carlyle Group in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+26
Holders Change %
+8.97%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
57
Increased
91
Reduced
113
Closed
30
Calls
$71.9M
Puts
$10.7M
Net Calls
+$61.1M
Net Calls Change
-$18.3M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$639M
2
SC
2
Samlyn Capital
New York
$108M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$45.1M
4
Nomura Holdings
4
Nomura Holdings
Japan
$36.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$593M

Top Sellers

1
VVP
1
Vulcan Value Partners
Alabama
$723M
2
Morgan Stanley
2
Morgan Stanley
New York
$365M
3
Millennium Management
3
Millennium Management
New York
$2.73M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$16.3M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMANY
126
Capital Management Associates (New York)
New York
$1.66M -$25.7K -700 -2%
SIA
127
SeaBridge Investment Advisors
New Jersey
$1.64M +$1.64M +44,465 New
DADC
128
D.A. Davidson & Co
Montana
$1.62M – – –
ECA
129
Elevated Capital Advisors
Utah
$1.61M -$481K -12,248 -23%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$1.6M +$34.3K +933 +2%
SAS
131
Stelac Advisory Services
New York
$1.6M -$26.9K -731 -2%
Citadel Advisors
132
Citadel Advisors
Florida
$1.59M +$1.59M +43,359 New
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$1.59M -$4.04K -110 -0.3%
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
$1.52M +$461K +12,540 +44%
ASRS
135
Arizona State Retirement System
Arizona
$1.5M +$27.5K +748 +2%
BBVA
136
Banco Bilbao Vizcaya Argentaria
Spain
$1.4M -$260K -7,068 -16%
JI
137
Jeereddi Investments
California
$1.34M – – –
FAM
138
Fred Alger Management
New York
$1.32M +$20.7K +564 +2%
SG
139
Stonnington Group
California
$1.31M +$1.31M +31,450 New
Creative Planning
140
Creative Planning
Kansas
$1.27M +$37 +1 +0%
Osaic Holdings
141
Osaic Holdings
Arizona
$1.23M +$181K +4,914 +17%
TCM
142
Tanaka Capital Management
New York
$1.22M +$594K +16,160 +96%
ACI
143
AMP Capital Investors
Australia
$1.16M -$50K -1,357 -4%
Mitsubishi UFJ Asset Management
144
Mitsubishi UFJ Asset Management
Japan
$1.16M +$235K +6,400 +26%
SPIA
145
Steward Partners Investment Advisory
New York
$1.15M +$43.7K +1,190 +4%
MME
146
Meag Munich Ergo
Germany
$1.15M -$2.1M -57,211 -65%
Handelsbanken Fonder
147
Handelsbanken Fonder
Sweden
$1.12M – – –
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$1.12M -$656K -17,837 -37%
Truist Financial
149
Truist Financial
North Carolina
$1.06M -$28.5K -775 -3%
KBC Group
150
KBC Group
Belgium
$1.05M – – –
4 5
6
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