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Carlyle Group
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Overview Fund Activity

411 hedge funds and large institutions have $6.22B invested in Carlyle Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+17
Holders Change %
+4.31%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
52
Increased
142
Reduced
140
Closed
31
Calls
$119M
Puts
$31.2M
Net Calls
+$87.4M
Net Calls Change
+$781K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$268M
2
Capital World Investors
Capital World Investors
California
$602M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$37.5M
4
SH
SeaTown Holdings
Singapore
$29.9M
5
AI
Ariel Investments
Illinois
$192M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$544M
2
VVP
Vulcan Value Partners
Alabama
$296M
3
Vanguard Group
Vanguard Group
Pennsylvania
$697M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$72.9M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
126
LPL Financial
California
$2.46M -$210K -6,952 -8%
LCWP
127
Legacy Capital Wealth Partners
Arkansas
$2.46M -$30.4K -1,009 -1%
TYCC
128
Texas Yale Capital Corp
Florida
$2.41M -$36.3K -1,203 -1%
N
129
Natixis
France
$2.37M -$1.43M -47,463 -38%
MFS
130
Mirabella Financial Services
United Kingdom
$2.35M +$2.35M +77,993 New
APF
131
Alaska Permanent Fund
Alaska
$2.34M – – –
MIIM
132
Mesirow Institutional Investment Management
Illinois
$2.33M -$269K -8,908 -10%
SI
133
Stephens Inc
Arkansas
$2.32M +$99K +3,284 +4%
US Bancorp
134
US Bancorp
Minnesota
$2.31M +$31K +1,029 +1%
PFS
135
Prospera Financial Services
Texas
$2.2M -$88.6K -2,938 -4%
Toronto Dominion Bank
136
Toronto Dominion Bank
Ontario, Canada
$2.13M -$189K -6,269 -8%
CBA
137
Coastal Bridge Advisors
Connecticut
$2.12M -$4.61K -153 -0.2%
Pictet Asset Management
138
Pictet Asset Management
Switzerland
$2.07M +$2.07M +68,588 New
WSCM
139
Wellington Shields Capital Management
New York
$2.07M -$10.7K -354 -0.5%
QCM
140
QRG Capital Management
Illinois
$1.89M +$1.89M +62,637 New
Royal London Asset Management
141
Royal London Asset Management
United Kingdom
$1.88M +$29.4K +973 +2%
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$1.86M +$30.2K +1,000 +2%
Nomura Asset Management
143
Nomura Asset Management
Japan
$1.84M +$254K +8,406 +16%
Citadel Advisors
144
Citadel Advisors
Florida
$1.8M +$1.57M +52,065 +678%
ASRS
145
Arizona State Retirement System
Arizona
$1.79M -$271 -9 -0%
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$1.79M +$277K +9,187 +18%
AAM
147
Augustine Asset Management
Florida
$1.77M -$45.7K -1,516 -3%
MNBTD
148
Moody National Bank Trust Division
Texas
$1.75M +$932K +30,917 +114%
TCM
149
Twin Capital Management
Pennsylvania
$1.71M +$1.71M +56,610 New
BFG
150
Bleakley Financial Group
New Jersey
$1.71M +$158K +5,240 +10%
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