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Carlyle Group
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Overview Fund Activity

416 hedge funds and large institutions have $5.03B invested in Carlyle Group in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 180 increasing their positions, 125 reducing their positions, and 75 closing their positions.

Holders
416
Holders Change
-25
Holders Change %
-5.67%
% of All Funds
7.19%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
54
Increased
180
Reduced
125
Closed
75
Calls
$37M
Puts
$25.9M
Net Calls
+$11.1M
Net Calls Change
+$12.4M

Top Buyers

1
BGC
1
Beutel, Goodman & Co
Ontario, Canada
$106M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$89.9M
3
ACM
3
Argent Capital Management
Missouri
$42.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$624M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$35M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
BlackRock
2
BlackRock
New York
$317M
3
Bessemer Group
3
Bessemer Group
New Jersey
$5.17M
4
Capital World Investors
4
Capital World Investors
California
$414M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$16.6M
Name Market Value Shares Shares
Change 		Shares
Change %
APF
151
Alaska Permanent Fund
Alaska
$1.65M 63,700 – –
AAM
152
Augustine Asset Management
Florida
$1.65M 63,680 +1,158 +2%
HAI
153
Hennessy Advisors Inc
California
$1.64M 63,300 -1,300 -2%
Envestnet Asset Management
154
Envestnet Asset Management
Illinois
$1.62M 62,603 +3,957 +7%
Cerity Partners
155
Cerity Partners
New York
$1.47M 56,761 +7,019 +14%
MIIM
156
Mesirow Institutional Investment Management
Illinois
$1.44M 55,690 +55,690 New
US Bancorp
157
US Bancorp
Minnesota
$1.43M 55,348 +52,634 +1,939%
ASRS
158
Arizona State Retirement System
Arizona
$1.41M 54,616 -79 -0.1%
FCM
159
FJ Capital Management
Virginia
$1.33M 52,000 +8,000 +18%
Mitsubishi UFJ Asset Management
160
Mitsubishi UFJ Asset Management
Japan
$1.32M 51,063 – –
AA
161
ALPS Advisors
Colorado
$1.31M 50,800 -82,969 -62%
SPC
162
Sigma Planning Corp
Michigan
$1.28M 49,504 +2,857 +6%
Nomura Asset Management
163
Nomura Asset Management
Japan
$1.23M 47,754 -6,345 -12%
CMANY
164
Capital Management Associates (New York)
New York
$1.23M 47,410 +1,797 +4%
CCIA
165
Campbell & Co Investment Adviser
Maryland
$1.22M 47,327 +1,521 +3%
AAMU
166
AEGON Asset Management (UK)
United Kingdom
$1.22M 47,279 -2,929 -6%
BFM
167
Boothbay Fund Management
New York
$1.14M 44,186 +36,711 +491%
Jane Street
168
Jane Street
New York
$1.14M 44,187 +44,187 New
Royal London Asset Management
169
Royal London Asset Management
United Kingdom
$1.13M 43,607 -316 -0.7%
SO
170
STRS Ohio
Ohio
$1.11M 43,000 -27,862 -39%
PI
171
Parkside Investments
Illinois
$1.11M 43,000 +17,000 +65%
UCFA
172
United Capital Financial Advisors
Texas
$1.1M 42,566 -361 -0.8%
II
173
IFM Investors
Australia
$1.09M 42,135 +8,570 +26%
SPIA
174
Steward Partners Investment Advisory
New York
$1.09M 42,035 +1,806 +4%
Man Group
175
Man Group
United Kingdom
$1.08M 41,712 +41,712 New
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