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Carlyle Group
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Overview Fund Activity

394 hedge funds and large institutions have $6.58B invested in Carlyle Group in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 149 increasing their positions, 138 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-33
Holders Change %
-7.73%
% of All Funds
6.21%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
36
Increased
149
Reduced
138
Closed
66
Calls
$121M
Puts
$34.7M
Net Calls
+$86.6M
Net Calls Change
+$128M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$596M
2
BlackRock
BlackRock
New York
$700M
3
Norges Bank
Norges Bank
Norway
$156M
4
AI
Ariel Investments
Illinois
$174M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$64.6M

Top Sellers

1
SC
Samlyn Capital
New York
$0
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$16.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$784M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
5
Deutsche Bank
Deutsche Bank
Germany
$8.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
126
Stephens Inc
Arkansas
$2.35M +$68.1K +2,130 +3%
AAMU
127
AEGON Asset Management (UK)
United Kingdom
$2.35M +$427K +13,377 +22%
SC
128
Sierra Capital
Florida
$2.32M – – –
CBA
129
Coastal Bridge Advisors
Connecticut
$2.25M -$135K -4,221 -6%
Twin Tree Management
130
Twin Tree Management
Texas
$2.21M +$2.19M +68,635 +10,625%
WSCM
131
Wellington Shields Capital Management
New York
$2.2M +$23.4K +732 +1%
GC
132
Gillson Capital
Illinois
$2.15M +$8.56K +268 +0.4%
Cerity Partners
133
Cerity Partners
New York
$2.13M +$8.37K +262 +0.4%
PAMS
134
Pictet Asset Management (Switzerland)
Switzerland
$2.06M -$1.31M -40,895 -39%
Osaic Holdings
135
Osaic Holdings
Arizona
$1.99M +$200K +6,261 +11%
Royal London Asset Management
136
Royal London Asset Management
United Kingdom
$1.96M -$225K -7,045 -10%
Ensign Peak Advisors
137
Ensign Peak Advisors
Utah
$1.94M -$1.11M -34,820 -36%
AAM
138
Augustine Asset Management
Florida
$1.93M -$8.21K -257 -0.4%
ASRS
139
Arizona State Retirement System
Arizona
$1.89M +$36.6K +1,144 +2%
AMI
140
Amica Mutual Insurance
Rhode Island
$1.8M +$1.8M +56,365 New
Nomura Asset Management
141
Nomura Asset Management
Japan
$1.69M -$201K -6,301 -11%
GAM
142
Gotham Asset Management
New York
$1.67M -$1.16M -36,290 -41%
Neuberger Berman Group
143
Neuberger Berman Group
New York
$1.64M -$13.5M -422,206 -89%
BFG
144
Bleakley Financial Group
New Jersey
$1.64M +$71.5K +2,238 +5%
SS
145
Simplicity Solutions
Minnesota
$1.64M +$52.7K +1,650 +3%
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$1.6M +$81.1K +2,539 +5%
II
147
IFM Investors
Australia
$1.58M +$112K +3,509 +8%
SPIA
148
Steward Partners Investment Advisory
New York
$1.53M +$34.4K +1,076 +2%
SPC
149
Sigma Planning Corp
Michigan
$1.53M -$69.5K -2,176 -4%
Jane Street
150
Jane Street
New York
$1.47M -$187K -5,862 -11%
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