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Carlyle Group
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Overview Fund Activity

517 hedge funds and large institutions have $9.81B invested in Carlyle Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 182 increasing their positions, 158 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+48
Holders Change %
+10.23%
% of All Funds
7.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
89
Increased
182
Reduced
158
Closed
37
Calls
$137M
Puts
$54.2M
Net Calls
+$83.2M
Net Calls Change
+$2.81M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$143M
2
Boston Partners
Boston Partners
Massachusetts
$109M
3
EAM
Eagle Asset Management
Florida
$82.5M
4
FCM
Frontier Capital Management
Massachusetts
$94.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$38.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$622M
2
BlackRock
BlackRock
New York
$1.1B
3
Goldman Sachs
Goldman Sachs
New York
$37.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.09B
5
AI
Ariel Investments
Illinois
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIIM
151
Mesirow Institutional Investment Management
Illinois
$3.19M -$32.9K -702 -1%
CBA
152
Coastal Bridge Advisors
Connecticut
$3.16M -$57K -1,215 -2%
APF
153
Alaska Permanent Fund
Alaska
$3.14M -$377K -8,039 -11%
Walleye Trading
154
Walleye Trading
New York
$3.14M +$1.62M +34,581 +107%
QCM
155
QRG Capital Management
Illinois
$3.05M -$66.1K -1,410 -2%
CGPCS
156
Capital Group Private Client Services
California
$3.02M +$3.02M +64,391 New
Royal London Asset Management
157
Royal London Asset Management
United Kingdom
$2.96M -$68K -1,449 -2%
AAM
158
Augustine Asset Management
Florida
$2.93M +$36.5K +778 +1%
LSERS
159
Louisiana State Employees Retirement System
Louisiana
$2.92M +$70.4K +1,500 +2%
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$2.88M -$52.1K -1,110 -2%
Nomura Asset Management
161
Nomura Asset Management
Japan
$2.84M +$68.5K +1,461 +2%
DT
162
Diversified Trust
Tennessee
$2.8M +$370K +7,881 +15%
ASRS
163
Arizona State Retirement System
Arizona
$2.79M +$8.63K +184 +0.3%
Citigroup
164
Citigroup
New York
$2.74M -$539K -11,486 -16%
AAF
165
Andra AP-fonden
Sweden
$2.73M -$7.06M -150,593 -72%
MAM
166
Mirabaud Asset Management
United Kingdom
$2.64M +$446K +9,497 +20%
FRAF
167
Första AP-fonden
Sweden
$2.64M +$211K +4,500 +9%
Prudential Financial
168
Prudential Financial
New Jersey
$2.6M +$967K +20,610 +59%
OPERF
169
Oregon Public Employees Retirement Fund
Oregon
$2.51M -$348K -7,426 -12%
SOMRS
170
State of Michigan Retirement System
Michigan
$2.5M +$61K +1,300 +3%
KBC Group
171
KBC Group
Belgium
$2.48M -$3.25M -69,298 -57%
AAMU
172
AEGON Asset Management (UK)
United Kingdom
$2.46M -$787K -16,796 -24%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$2.44M +$512K +10,908 +27%
Neuberger Berman Group
174
Neuberger Berman Group
New York
$2.41M -$270K -5,764 -10%
KAS
175
Kestra Advisory Services
Texas
$2.37M +$460K +9,798 +24%
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