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Carlyle Group
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Overview Fund Activity

518 hedge funds and large institutions have $8.93B invested in Carlyle Group in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 170 reducing their positions, and 48 closing their positions.

Holders
518
Holders Change
+7
Holders Change %
+1.37%
% of All Funds
7.49%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
58
Increased
204
Reduced
170
Closed
48
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$19M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M
2
Boston Partners
2
Boston Partners
Massachusetts
$286M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$54.5M
4
Amundi
4
Amundi
France
$82.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$82.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$919M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$22.3M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Ameriprise
4
Ameriprise
Minnesota
$89.1M
5
EAM
5
Eagle Asset Management
Florida
$57.8M
Name Market Value Shares Shares
Change 		Shares
Change %
State of New Jersey Common Pension Fund D
126
State of New Jersey Common Pension Fund D
New Jersey
$3.74M 86,763 -2,580 -3%
Citigroup
127
Citigroup
New York
$3.74M 86,749 +17,838 +26%
TYCC
128
Texas Yale Capital Corp
Florida
$3.67M 85,229 +445 +0.5%
MIIM
129
Mesirow Institutional Investment Management
Illinois
$3.65M 84,711 +17,614 +26%
Asset Management One
130
Asset Management One
Japan
$3.52M 81,760 +5,065 +7%
DDPIC
131
Deroy & Devereaux Private Investment Counsel
Michigan
$3.47M 80,595 +625 +0.8%
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$3.46M 80,323 +163 +0.2%
YCM
133
Yousif Capital Management
Michigan
$3.43M 79,572 -13,135 -14%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.42M 79,516 -3,961 -5%
US Bancorp
135
US Bancorp
Minnesota
$3.35M 77,874 +962 +1%
RA
136
Royce & Associates
New York
$3.27M 76,020 -21,185 -22%
FAF
137
Fjarde Ap-fonden
Sweden
$3.19M 74,165 +74,165 New
FRAF
138
Första AP-fonden
Sweden
$3.16M 73,500 +9,200 +14%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$3.15M 73,080 +1,015 +1%
Cerity Partners
140
Cerity Partners
New York
$3.08M 71,553 +1,451 +2%
Aberdeen Group
141
Aberdeen Group
United Kingdom
$3.06M 71,044 +26,228 +59%
TRSOTSOK
142
Teachers Retirement System of the State of Kentucky
Kentucky
$3.05M 70,810 -1,890 -3%
QT
143
Quantbot Technologies
New York
$3.04M 70,564 -84,625 -55%
Ensign Peak Advisors
144
Ensign Peak Advisors
Utah
$3M 69,642 -2,485 -3%
RAM
145
Resona Asset Management
Japan
$2.99M 69,398 -2,124 -3%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$2.97M 68,957 +14,412 +26%
CCM
147
Cinctive Capital Management
New York
$2.94M 68,221 +68,221 New
Nomura Asset Management
148
Nomura Asset Management
Japan
$2.92M 67,812 -266 -0.4%
KCM
149
Kerusso Capital Management
North Carolina
$2.91M 67,621 +4,095 +6%
ASRS
150
Arizona State Retirement System
Arizona
$2.89M 67,019 +2,571 +4%
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6
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