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Carlyle Group
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Overview Fund Activity

517 hedge funds and large institutions have $9.81B invested in Carlyle Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 182 increasing their positions, 158 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+48
Holders Change %
+10.23%
% of All Funds
7.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
89
Increased
182
Reduced
158
Closed
37
Calls
$137M
Puts
$54.2M
Net Calls
+$83.2M
Net Calls Change
+$2.81M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$143M
2
Boston Partners
Boston Partners
Massachusetts
$109M
3
EAM
Eagle Asset Management
Florida
$82.5M
4
FCM
Frontier Capital Management
Massachusetts
$94.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$38.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$622M
2
BlackRock
BlackRock
New York
$1.1B
3
Goldman Sachs
Goldman Sachs
New York
$37.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.09B
5
AI
Ariel Investments
Illinois
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
126
Royce & Associates
New York
$4.56M -$3K -64 -0.1%
ECM
127
ExodusPoint Capital Management
New York
$4.53M +$2.97M +63,348 +191%
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$4.42M +$30.5K +650 +0.7%
FAF
129
Fjarde Ap-fonden
Sweden
$4.4M -$230K -4,900 -5%
Ensign Peak Advisors
130
Ensign Peak Advisors
Utah
$4.28M +$828K +17,647 +24%
EDRH
131
Edmond de Rothschild Holding
Switzerland
$4.2M +$4.15M +88,509 +8,510%
ECU
132
Eisler Capital (UK)
United Kingdom
$4.08M +$4.08M +87,027 New
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.98M -$656K -13,978 -14%
TYCC
134
Texas Yale Capital Corp
Florida
$3.96M -$52.8K -1,125 -1%
Macquarie Group
135
Macquarie Group
Australia
$3.86M +$1.39M +29,697 +56%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$3.83M +$56K +1,193 +1%
SI
137
Stephens Inc
Arkansas
$3.74M +$7.04K +150 +0.2%
IAN
138
Integrated Advisors Network
Texas
$3.72M +$3.72M +79,281 New
US Bancorp
139
US Bancorp
Minnesota
$3.64M +$63K +1,343 +2%
Asset Management One
140
Asset Management One
Japan
$3.57M -$283K -6,029 -7%
HF
141
HRT Financial
New York
$3.53M +$3.53M +75,347 New
TC
142
TwinBeech Capital
New York
$3.53M +$3.53M +75,204 New
Aberdeen Group
143
Aberdeen Group
United Kingdom
$3.47M +$67K +1,429 +2%
Pictet Asset Management
144
Pictet Asset Management
Switzerland
$3.43M -$232K -4,947 -6%
TRSOTSOK
145
Teachers Retirement System of the State of Kentucky
Kentucky
$3.41M -$155K -3,300 -4%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$3.4M -$1.06M -22,524 -24%
Cerity Partners
147
Cerity Partners
New York
$3.3M +$758K +16,163 +30%
RAM
148
Resona Asset Management
Japan
$3.3M +$3.3M +70,413 New
State Board of Administration of Florida Retirement System
149
State Board of Administration of Florida Retirement System
Florida
$3.27M -$483K -15,546 -13%
WSCM
150
Wellington Shields Capital Management
New York
$3.24M -$247K -5,273 -7%
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