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Carlyle Group
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Overview Fund Activity

427 hedge funds and large institutions have $6.18B invested in Carlyle Group in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 140 increasing their positions, 157 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
–
Holders Change %
0%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
69
Increased
140
Reduced
157
Closed
61
Calls
$55M
Puts
$95.9M
Net Calls
-$41M
Net Calls Change
-$30.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$393M
2
BlackRock
2
BlackRock
New York
$577M
3
Ameriprise
3
Ameriprise
Minnesota
$102M
4
SC
4
Samlyn Capital
New York
$62.2M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$139M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$618M
2
N
2
Natixis
France
$1.19M
3
Millennium Management
3
Millennium Management
New York
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$689K
5
Goldman Sachs
5
Goldman Sachs
New York
$62.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
151
Jane Street
New York
$1.61M -$902K -29,040 -36%
SPC
152
Sigma Planning Corp
Michigan
$1.56M +$8.91K +287 +0.6%
Truist Financial
153
Truist Financial
North Carolina
$1.54M +$64K +2,060 +4%
SS
154
Simplicity Solutions
Minnesota
$1.54M +$1.24M +40,076 +417%
BFG
155
Bleakley Financial Group
New Jersey
$1.53M +$1.27K +41 +0.1%
JPMPWA
156
J.P. Morgan Private Wealth Advisors
California
$1.51M -$33.6K -1,082 -2%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$1.47M +$227K +7,293 +18%
SPIA
158
Steward Partners Investment Advisory
New York
$1.45M +$219K +7,049 +18%
GIM
159
Guild Investment Management
California
$1.45M -$80.8K -2,600 -5%
II
160
IFM Investors
Australia
$1.43M -$42.3K -1,363 -3%
AA
161
ALPS Advisors
Colorado
$1.43M +$40.4K +1,300 +3%
BF
162
BOK Financial
Oklahoma
$1.41M +$1.41M +45,388 New
Corient Private Wealth
163
Corient Private Wealth
Florida
$1.39M -$120K -3,861 -8%
Swedbank
164
Swedbank
Sweden
$1.37M -$697K -22,429 -34%
O
165
Ossiam
France
$1.36M +$1.25M +40,174 +1,076%
TAF
166
Tredje AP-fonden
Sweden
$1.32M +$69.3K +2,232 +6%
Aberdeen Group
167
Aberdeen Group
United Kingdom
$1.28M +$542K +17,457 +73%
SEI Investments
168
SEI Investments
Pennsylvania
$1.26M +$564K +18,149 +80%
MIA
169
MMBG Investment Advisors
Florida
$1.24M – – –
UCFA
170
United Capital Financial Advisors
Texas
$1.22M -$121K -3,910 -9%
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$1.2M +$1.2M +38,713 New
N
172
Natixis
France
$1.19M -$119M -3,829,481 -99%
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$1.19M +$19.4K +626 +2%
Capital Fund Management (CFM)
174
Capital Fund Management (CFM)
France
$1.18M +$1.18M +38,107 New
AIMCA
175
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.17M +$1.17M +37,800 New
5 6
7
8 9