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Carlyle Group
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Overview Fund Activity

469 hedge funds and large institutions have $9.15B invested in Carlyle Group in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 33 closing their positions.

Holders
469
Holders Change
+58
Holders Change %
+14.11%
% of All Funds
6.88%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
98
Increased
156
Reduced
157
Closed
33
Calls
$148M
Puts
$67.9M
Net Calls
+$80.4M
Net Calls Change
-$7.01M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.27B
2
Morgan Stanley
2
Morgan Stanley
New York
$966M
3
State Street
3
State Street
Massachusetts
$322M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$452M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.01B

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$321M
2
SBLIC
2
Security Benefit Life Insurance Company
Kansas
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$30.9M
4
VVP
4
Vulcan Value Partners
Alabama
$343M
5
Norges Bank
5
Norges Bank
Norway
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$3.83M 94,049 -15,135 -14%
Nomura Holdings
127
Nomura Holdings
Japan
$3.81M 93,706 +93,706 New
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$3.81M 93,564 +910 +1%
TYCC
129
Texas Yale Capital Corp
Florida
$3.48M 85,484 +5,545 +7%
Asset Management One
130
Asset Management One
Japan
$3.43M 82,179 -2,170 -3%
TCM
131
Teza Capital Management
Illinois
$3.32M 81,545 +81,545 New
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$3.28M 80,519 -15,301 -16%
SI
133
Stephens Inc
Arkansas
$3.24M 79,567 +2,700 +4%
Wolverine Trading
134
Wolverine Trading
Illinois
$3.18M 78,211 +67,872 +656%
Pictet Asset Management
135
Pictet Asset Management
Switzerland
$3.17M 78,017 +9,429 +14%
GAM
136
Groupama Asset Management
France
$3.13M 76,896 +76,896 New
US Bancorp
137
US Bancorp
Minnesota
$3.1M 76,190 -323 -0.4%
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$3.09M 76,000 +76,000 New
APF
139
Alaska Permanent Fund
Alaska
$3.05M 75,071 -2,529 -3%
WSCM
140
Wellington Shields Capital Management
New York
$3.03M 74,420 +5,845 +9%
Ensign Peak Advisors
141
Ensign Peak Advisors
Utah
$2.99M 73,565 +11,815 +19%
SC
142
Sierra Capital
Florida
$2.96M 72,753 -15,171 -17%
Aberdeen Group
143
Aberdeen Group
United Kingdom
$2.95M 72,456 +36,760 +103%
Osaic Holdings
144
Osaic Holdings
Arizona
$2.89M 71,107 -23,198 -25%
Citigroup
145
Citigroup
New York
$2.85M 69,945 -47,630 -41%
Bank of Nova Scotia
146
Bank of Nova Scotia
Ontario, Canada
$2.85M 69,931 -128,428 -65%
AAMU
147
AEGON Asset Management (UK)
United Kingdom
$2.81M 69,159 +69,159 New
MIIM
148
Mesirow Institutional Investment Management
Illinois
$2.8M 68,761 -8,591 -11%
HSBC Holdings
149
HSBC Holdings
United Kingdom
$2.79M 68,664 -32,893 -32%
CBA
150
Coastal Bridge Advisors
Connecticut
$2.79M 68,545 -1,704 -2%
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6
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