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Carlyle Group
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Overview Fund Activity

411 hedge funds and large institutions have $6.22B invested in Carlyle Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+17
Holders Change %
+4.31%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
52
Increased
142
Reduced
140
Closed
31
Calls
$119M
Puts
$31.2M
Net Calls
+$87.4M
Net Calls Change
+$781K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$268M
2
Capital World Investors
Capital World Investors
California
$602M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$37.5M
4
SH
SeaTown Holdings
Singapore
$29.9M
5
AI
Ariel Investments
Illinois
$192M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$544M
2
VVP
Vulcan Value Partners
Alabama
$296M
3
Vanguard Group
Vanguard Group
Pennsylvania
$697M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$72.9M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
151
Simplicity Solutions
Minnesota
$1.71M +$158K +5,248 +10%
AMI
152
Amica Mutual Insurance
Rhode Island
$1.7M – – –
HWM
153
Hemington Wealth Management
Virginia
$1.69M -$1.5M -49,742 -47%
Macquarie Group
154
Macquarie Group
Australia
$1.67M -$763K -25,310 -31%
Neuberger Berman Group
155
Neuberger Berman Group
New York
$1.59M +$41.3K +1,368 +3%
GAM
156
Gotham Asset Management
New York
$1.55M -$22.6K -748 -1%
SPIA
157
Steward Partners Investment Advisory
New York
$1.51M +$69.9K +2,316 +5%
WGCA
158
Wolf Group Capital Advisors
Virginia
$1.5M -$45.1K -1,496 -3%
II
159
IFM Investors
Australia
$1.49M – – –
Allianz Asset Management
160
Allianz Asset Management
Germany
$1.42M -$2.83M -93,863 -67%
Korea Investment Corp
161
Korea Investment Corp
South Korea
$1.41M +$260K +8,606 +23%
Mariner
162
Mariner
Kansas
$1.36M +$73.5K +2,437 +6%
SPC
163
Sigma Planning Corp
Michigan
$1.34M -$105K -3,496 -7%
Swedbank
164
Swedbank
Sweden
$1.33M – – –
Corient Private Wealth
165
Corient Private Wealth
Florida
$1.33M +$59.1K +1,960 +5%
JPMPWA
166
J.P. Morgan Private Wealth Advisors
California
$1.3M +$21.3K +707 +2%
BMSSC
167
B. Metzler seel. Sohn & Co
Germany
$1.28M +$1.28M +42,334 New
SEI Investments
168
SEI Investments
Pennsylvania
$1.26M -$26.4K -876 -2%
Comerica Bank
169
Comerica Bank
Texas
$1.22M -$11M -364,659 -90%
GC
170
GFG Capital
Florida
$1.17M +$9.23K +306 +0.8%
Truist Financial
171
Truist Financial
North Carolina
$1.14M +$89.9K +2,980 +9%
BF
172
BOK Financial
Oklahoma
$1.14M -$96.2K -3,494 -8%
HighTower Advisors
173
HighTower Advisors
Illinois
$1.12M +$136K +4,534 +14%
UCFA
174
United Capital Financial Advisors
Texas
$1.11M -$73.4K -2,435 -6%
FAM
175
Fred Alger Management
New York
$1.11M – – –
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