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Carlyle Group
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Overview Fund Activity

394 hedge funds and large institutions have $6.58B invested in Carlyle Group in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 149 increasing their positions, 138 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-33
Holders Change %
-7.73%
% of All Funds
6.21%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
36
Increased
149
Reduced
138
Closed
66
Calls
$121M
Puts
$34.7M
Net Calls
+$86.6M
Net Calls Change
+$128M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$596M
2
BlackRock
BlackRock
New York
$700M
3
Norges Bank
Norges Bank
Norway
$156M
4
AI
Ariel Investments
Illinois
$174M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$64.6M

Top Sellers

1
SC
Samlyn Capital
New York
$0
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$16.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$784M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
5
Deutsche Bank
Deutsche Bank
Germany
$8.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
151
ALPS Advisors
Colorado
$1.45M -$22.4K -700 -2%
WGCA
152
Wolf Group Capital Advisors
Virginia
$1.44M -$61.2K -2,180 -4%
BF
153
BOK Financial
Oklahoma
$1.44M -$13.2K -414 -0.9%
Swedbank
154
Swedbank
Sweden
$1.41M – – –
Walleye Trading
155
Walleye Trading
New York
$1.41M +$1.41M +44,091 New
LB
156
Leo Brokerage
Texas
$1.39M +$1.39M +43,386 New
SEI Investments
157
SEI Investments
Pennsylvania
$1.36M +$63.6K +1,989 +5%
Mariner
158
Mariner
Kansas
$1.36M +$171K +5,350 +14%
JPMPWA
159
J.P. Morgan Private Wealth Advisors
California
$1.35M -$204K -6,389 -13%
Corient Private Wealth
160
Corient Private Wealth
Florida
$1.35M -$84.4K -2,641 -6%
TAF
161
Tredje AP-fonden
Sweden
$1.27M -$85.3K -2,670 -6%
UCFA
162
United Capital Financial Advisors
Texas
$1.25M -$2.88K -90 -0.2%
Korea Investment Corp
163
Korea Investment Corp
South Korea
$1.22M +$487K +15,253 +67%
AIMCA
164
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.21M – – –
AIM
165
Achmea Investment Management
Netherlands
$1.18M +$187K +5,845 +19%
HF
166
HRT Financial
New York
$1.17M +$1.34K +42 +0.1%
FAM
167
Fred Alger Management
New York
$1.17M – – –
Aberdeen Group
168
Aberdeen Group
United Kingdom
$1.17M -$152K -4,751 -12%
URS
169
Utah Retirement Systems
Utah
$1.15M -$41.5K -1,300 -3%
IMRF
170
Illinois Municipal Retirement Fund
Illinois
$1.14M – – –
Truist Financial
171
Truist Financial
North Carolina
$1.12M -$474K -14,822 -30%
PCC
172
Park Circle Company
Maryland
$1.11M – – –
O
173
Ossiam
France
$1.11M -$293K -9,157 -21%
HG
174
Herbst Group
Connecticut
$1.1M -$8.02K -251 -0.7%
VI
175
Vestcor Inc
New Brunswick, Canada
$1.07M – – –
5 6
7
8 9