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Carlyle Group
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Overview Fund Activity

511 hedge funds and large institutions have $8.44B invested in Carlyle Group in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 183 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
7.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
183
Reduced
183
Closed
54
Calls
$102M
Puts
$41.1M
Net Calls
+$60.7M
Net Calls Change
-$22.5M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$205M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$68.9M
3
Marshall Wace
Marshall Wace
United Kingdom
$37M
4
UBS AM
UBS AM
Illinois
$55M
5
Bank of America
Bank of America
North Carolina
$56.3M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$45.2M
2
BlackRock
BlackRock
New York
$912M
3
Capital International Investors
Capital International Investors
California
$96.8M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$8.13M
5
WI
Wafra Inc
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
151
Arizona State Retirement System
Arizona
$2.59M +$197K +4,906 +8%
FRAF
152
Första AP-fonden
Sweden
$2.58M +$325K +8,100 +14%
WSCM
153
Wellington Shields Capital Management
New York
$2.56M -$212K -5,273 -8%
KCM
154
Kerusso Capital Management
North Carolina
$2.55M +$2.55M +63,526 New
Royal London Asset Management
155
Royal London Asset Management
United Kingdom
$2.55M +$17.7K +442 +0.7%
QCM
156
QRG Capital Management
Illinois
$2.55M -$61.3K -1,528 -2%
AAM
157
Augustine Asset Management
Florida
$2.52M +$13K +324 +0.5%
Neuberger Berman Group
158
Neuberger Berman Group
New York
$2.52M +$451K +11,222 +22%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$2.48M +$12.8K +318 +0.5%
HSBC Holdings
160
HSBC Holdings
United Kingdom
$2.47M -$6.85M -170,605 -73%
LSERS
161
Louisiana State Employees Retirement System
Louisiana
$2.45M -$48.2K -1,200 -2%
DT
162
Diversified Trust
Tennessee
$2.39M -$4.22K -105 -0.2%
TCM
163
Teza Capital Management
Illinois
$2.35M +$992K +24,699 +73%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$2.19M +$106K +2,633 +5%
KBC Group
165
KBC Group
Belgium
$2.15M +$24K +599 +1%
KAS
166
Kestra Advisory Services
Texas
$2.14M +$115K +2,857 +6%
SOMRS
167
State of Michigan Retirement System
Michigan
$2.09M -$48.2K -1,200 -2%
TCM
168
Twin Capital Management
Pennsylvania
$2.07M +$57.3K +1,428 +3%
PD
169
Point72 (DIFC)
United Arab Emirates
$2.07M +$2.07M +51,575 New
State of Tennessee, Department of Treasury
170
State of Tennessee, Department of Treasury
Tennessee
$2.07M +$307K +7,649 +17%
Toronto Dominion Bank
171
Toronto Dominion Bank
Ontario, Canada
$2.02M +$25.7K +639 +1%
Victory Capital Management
172
Victory Capital Management
Texas
$1.94M +$156K +3,883 +9%
NMIMC
173
Northwestern Mutual Investment Management Company
Wisconsin
$1.93M -$3.69K -92 -0.2%
COPPSERS
174
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.92M -$1.08K -27 -0.1%
II
175
IFM Investors
Australia
$1.88M – – –
5 6
7
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