CG icon

Carlyle Group
CG

Overview Fund Activity

469 hedge funds and large institutions have $9.15B invested in Carlyle Group in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 33 closing their positions.

Holders
469
Holders Change
+58
Holders Change %
+14.11%
% of All Funds
6.88%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
98
Increased
156
Reduced
157
Closed
33
Calls
$148M
Puts
$67.9M
Net Calls
+$80.4M
Net Calls Change
-$7.01M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.27B
2
Morgan Stanley
2
Morgan Stanley
New York
$966M
3
State Street
3
State Street
Massachusetts
$322M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$452M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.01B

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$321M
2
SBLIC
2
Security Benefit Life Insurance Company
Kansas
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$30.9M
4
VVP
4
Vulcan Value Partners
Alabama
$343M
5
Norges Bank
5
Norges Bank
Norway
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
QCM
151
QRG Capital Management
Illinois
$2.7M 66,395 +3,758 +6%
Royal London Asset Management
152
Royal London Asset Management
United Kingdom
$2.63M 64,513 +2,089 +3%
LCWP
153
Legacy Capital Wealth Partners
Arkansas
$2.61M 64,049 -17,403 -21%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$2.54M 62,476 +3,293 +6%
AAM
155
Augustine Asset Management
Florida
$2.51M 61,747 +2,931 +5%
OPERF
156
Oregon Public Employees Retirement Fund
Oregon
$2.48M 60,923 +60,923 New
LSERS
157
Louisiana State Employees Retirement System
Louisiana
$2.47M 60,800 +60,800 New
ASRS
158
Arizona State Retirement System
Arizona
$2.42M 59,358 +82 +0.1%
Nomura Asset Management
159
Nomura Asset Management
Japan
$2.41M 59,183 -1,979 -3%
Neuberger Berman Group
160
Neuberger Berman Group
New York
$2.33M 57,199 +4,374 +8%
Toronto Dominion Bank
161
Toronto Dominion Bank
Ontario, Canada
$2.31M 56,870 -13,731 -19%
SPIA
162
Steward Partners Investment Advisory
New York
$2.27M 55,777 +5,563 +11%
SS
163
Simplicity Solutions
Minnesota
$2.27M 55,766 -817 -1%
BFG
164
Bleakley Financial Group
New Jersey
$2.27M 55,766 -817 -1%
HWM
165
Hemington Wealth Management
Virginia
$2.27M 55,716 -435 -0.8%
TCM
166
Twin Capital Management
Pennsylvania
$2.25M 55,322 -1,288 -2%
Aviva
167
Aviva
United Kingdom
$2.21M 54,352 +46,434 +586%
Cerity Partners
168
Cerity Partners
New York
$2.21M 54,289 +54,289 New
JFG
169
Jefferies Financial Group
New York
$2.2M 53,990 +26,835 +99%
Macquarie Group
170
Macquarie Group
Australia
$2.14M 52,682 -2,659 -5%
SOMRS
171
State of Michigan Retirement System
Michigan
$2.11M 51,900 +51,900 New
DT
172
Diversified Trust
Tennessee
$2.11M 51,847 +51,847 New
FRAF
173
Första AP-fonden
Sweden
$2.1M 51,700 -44,600 -46%
TRCT
174
Tower Research Capital (TRC)
New York
$2.02M 49,740 +21,045 +73%
NMIMC
175
Northwestern Mutual Investment Management Company
Wisconsin
$1.96M 48,159 +48,159 New
5 6
7
8 9