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Carlyle Group
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Overview Fund Activity

427 hedge funds and large institutions have $6.18B invested in Carlyle Group in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 140 increasing their positions, 157 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
–
Holders Change %
0%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
69
Increased
140
Reduced
157
Closed
61
Calls
$55M
Puts
$95.9M
Net Calls
-$41M
Net Calls Change
-$30.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$393M
2
BlackRock
2
BlackRock
New York
$577M
3
Ameriprise
3
Ameriprise
Minnesota
$102M
4
SC
4
Samlyn Capital
New York
$62.2M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$139M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$618M
2
N
2
Natixis
France
$1.19M
3
Millennium Management
3
Millennium Management
New York
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$689K
5
Goldman Sachs
5
Goldman Sachs
New York
$62.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Asset Management One
126
Asset Management One
Japan
$2.5M +$14.3K +460 +0.6%
Toronto Dominion Bank
127
Toronto Dominion Bank
Ontario, Canada
$2.48M -$139K -4,466 -5%
SSA
128
Schonfeld Strategic Advisors
New York
$2.46M -$1.17M -37,665 -32%
MIIM
129
Mesirow Institutional Investment Management
Illinois
$2.41M – – –
PFS
130
Prospera Financial Services
Texas
$2.39M +$2.39M +77,107 New
SO
131
STRS Ohio
Ohio
$2.39M +$1.06M +34,000 +79%
PCM
132
Prana Capital Management
Connecticut
$2.36M +$187K +6,017 +9%
US Bancorp
133
US Bancorp
Minnesota
$2.35M +$628K +20,217 +36%
CBA
134
Coastal Bridge Advisors
Connecticut
$2.32M -$14.6K -471 -0.6%
SC
135
Sierra Capital
Florida
$2.26M -$168K -5,396 -7%
SI
136
Stephens Inc
Arkansas
$2.22M -$72.3K -2,328 -3%
Royal London Asset Management
137
Royal London Asset Management
United Kingdom
$2.13M +$136K +4,368 +7%
WSCM
138
Wellington Shields Capital Management
New York
$2.12M -$1.46M -47,122 -41%
GC
139
Gillson Capital
Illinois
$2.08M -$1.41M -45,261 -40%
Cerity Partners
140
Cerity Partners
New York
$2.05M +$501K +16,185 +32%
Mitsubishi UFJ Asset Management
141
Mitsubishi UFJ Asset Management
Japan
$2.04M +$16.5K +530 +0.8%
GC
142
GFG Capital
Florida
$2M +$371K +7,642 +23%
AAM
143
Augustine Asset Management
Florida
$1.88M -$22.3K -718 -1%
AAMU
144
AEGON Asset Management (UK)
United Kingdom
$1.87M – – –
Nomura Asset Management
145
Nomura Asset Management
Japan
$1.83M +$230K +7,412 +14%
KBC Group
146
KBC Group
Belgium
$1.83M +$367K +11,830 +25%
AssetMark Inc
147
AssetMark Inc
California
$1.81M +$1.48M +47,807 +462%
ASRS
148
Arizona State Retirement System
Arizona
$1.81M +$58.7K +1,890 +3%
Osaic Holdings
149
Osaic Holdings
Arizona
$1.74M +$293K +9,423 +20%
WGCA
150
Wolf Group Capital Advisors
Virginia
$1.66M -$43.3K -1,393 -3%
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