CG icon

Carlyle Group
CG

Overview Fund Activity

427 hedge funds and large institutions have $6.36B invested in Carlyle Group in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 164 increasing their positions, 121 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+11
Holders Change %
+2.64%
% of All Funds
6.89%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
80
Increased
164
Reduced
121
Closed
64
Calls
$49.5M
Puts
$59.8M
Net Calls
-$10.3M
Net Calls Change
-$21.4M

Top Buyers

1
AI
Ariel Investments
Illinois
$87.3M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$84.9M
3
N
Natixis
France
$115M
4
Morgan Stanley
Morgan Stanley
New York
$737M
5
Goldman Sachs
Goldman Sachs
New York
$106M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$66.2M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$40.3M
3
VVP
Vulcan Value Partners
Alabama
$377M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$39M
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
126
State Board of Administration of Florida Retirement System
Florida
$3.14M +$363K +12,160 +13%
PAMS
127
Pictet Asset Management (Switzerland)
Switzerland
$3.08M +$730K +24,471 +31%
EGM
128
Engineers Gate Manager
New York
$2.99M -$1.17M -39,225 -28%
Ameriprise
129
Ameriprise
Minnesota
$2.98M -$1.63M -54,775 -35%
Stifel Financial
130
Stifel Financial
Missouri
$2.69M +$335K +11,227 +14%
Treasurer of the State of North Carolina
131
Treasurer of the State of North Carolina
North Carolina
$2.68M -$675K -22,624 -20%
LPL Financial
132
LPL Financial
California
$2.54M -$329K -11,026 -11%
Toronto Dominion Bank
133
Toronto Dominion Bank
Ontario, Canada
$2.52M +$184K +6,165 +8%
TYCC
134
Texas Yale Capital Corp
Florida
$2.46M -$52.1K -1,745 -2%
RA
135
Royce & Associates
New York
$2.45M +$2.24K +75 +0.1%
Asset Management One
136
Asset Management One
Japan
$2.42M +$7.53K +249 +0.3%
Jane Street
137
Jane Street
New York
$2.41M +$1.1M +36,727 +83%
GAM
138
Gotham Asset Management
New York
$2.4M +$1.66M +55,771 +227%
Korea Investment Corp
139
Korea Investment Corp
South Korea
$2.37M +$237K +7,945 +11%
SC
140
Sierra Capital
Florida
$2.33M +$33.6K +1,127 +1%
MIIM
141
Mesirow Institutional Investment Management
Illinois
$2.31M +$650K +21,785 +39%
FAM
142
Fred Alger Management
New York
$2.25M +$1.34M +44,835 +147%
CBA
143
Coastal Bridge Advisors
Connecticut
$2.24M -$44.9K -1,503 -2%
SI
144
Stephens Inc
Arkansas
$2.2M -$32.4K -1,085 -1%
Russell Investments Group
145
Russell Investments Group
United Kingdom
$2.13M -$431K -14,384 -17%
Macquarie Group
146
Macquarie Group
Australia
$2.12M – – –
PCM
147
Prana Capital Management
Connecticut
$2.09M -$17.4M -581,964 -89%
Swedbank
148
Swedbank
Sweden
$1.99M – – –
Mitsubishi UFJ Asset Management
149
Mitsubishi UFJ Asset Management
Japan
$1.95M +$420K +14,000 +27%
Royal London Asset Management
150
Royal London Asset Management
United Kingdom
$1.91M +$612K +20,521 +47%
4 5
6
7 8