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Carlyle Group
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Overview Fund Activity

511 hedge funds and large institutions have $8.44B invested in Carlyle Group in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 183 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
7.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
183
Reduced
183
Closed
54
Calls
$102M
Puts
$41.1M
Net Calls
+$60.7M
Net Calls Change
-$22.5M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$205M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$68.9M
3
Marshall Wace
Marshall Wace
United Kingdom
$37M
4
UBS AM
UBS AM
Illinois
$55M
5
Bank of America
Bank of America
North Carolina
$56.3M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$45.2M
2
BlackRock
BlackRock
New York
$912M
3
Capital International Investors
Capital International Investors
California
$96.8M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$8.13M
5
WI
Wafra Inc
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$3.66M +$747K +18,614 +26%
State of New Jersey Common Pension Fund D
127
State of New Jersey Common Pension Fund D
New Jersey
$3.59M -$1.01M -25,191 -22%
TYCC
128
Texas Yale Capital Corp
Florida
$3.4M +$17.1K +425 +0.5%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.35M -$54.1K -1,347 -2%
Pictet Asset Management
130
Pictet Asset Management
Switzerland
$3.26M +$329K +8,198 +11%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$3.22M -$62.3K -1,552 -2%
DDPIC
132
Deroy & Devereaux Private Investment Counsel
Michigan
$3.21M +$1.51M +37,585 +89%
FAFTFSNP
133
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$3.18M +$3.18M +79,165 New
SI
134
Stephens Inc
Arkansas
$3.17M -$28.1K -700 -0.9%
APF
135
Alaska Permanent Fund
Alaska
$3.15M -$180K -3,626 -5%
VanEck Associates
136
VanEck Associates
New York
$3.12M +$2.44M +60,772 +358%
US Bancorp
137
US Bancorp
Minnesota
$3.09M -$24.9K -621 -0.8%
Asset Management One
138
Asset Management One
Japan
$3.08M +$21.9K +545 +0.7%
Jane Street
139
Jane Street
New York
$2.95M -$3.6M -89,550 -55%
Walleye Trading
140
Walleye Trading
New York
$2.93M +$242K +6,032 +9%
TRSOTSOK
141
Teachers Retirement System of the State of Kentucky
Kentucky
$2.92M – – –
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$2.9M -$766K -19,085 -21%
Commonwealth Equity Services
143
Commonwealth Equity Services
Massachusetts
$2.89M -$6.63M -165,220 -70%
RAM
144
Resona Asset Management
Japan
$2.87M +$44.5K +1,109 +2%
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$2.82M -$2.85M -71,103 -50%
Cerity Partners
146
Cerity Partners
New York
$2.81M -$14.1K -350 -0.5%
Citigroup
147
Citigroup
New York
$2.77M +$420K +10,452 +18%
Nomura Asset Management
148
Nomura Asset Management
Japan
$2.73M +$298K +7,434 +12%
MIIM
149
Mesirow Institutional Investment Management
Illinois
$2.69M -$38.6K -962 -1%
CBA
150
Coastal Bridge Advisors
Connecticut
$2.68M -$20.8K -517 -0.8%
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