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Carlyle Group
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Overview Fund Activity

518 hedge funds and large institutions have $8.93B invested in Carlyle Group in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 170 reducing their positions, and 48 closing their positions.

Holders
518
Holders Change
+7
Holders Change %
+1.37%
% of All Funds
7.49%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
58
Increased
204
Reduced
170
Closed
48
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$19M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M
2
Boston Partners
2
Boston Partners
Massachusetts
$286M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$54.5M
4
Amundi
4
Amundi
France
$82.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$82.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$919M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$22.3M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Ameriprise
4
Ameriprise
Minnesota
$89.1M
5
EAM
5
Eagle Asset Management
Florida
$57.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CBA
151
Coastal Bridge Advisors
Connecticut
$2.88M 66,813 – –
HSBC Holdings
152
HSBC Holdings
United Kingdom
$2.87M 66,656 +5,094 +8%
WSCM
153
Wellington Shields Capital Management
New York
$2.81M 65,265 +1,391 +2%
American Century Companies
154
American Century Companies
Missouri
$2.81M 65,183 -36,782 -36%
Walleye Trading
155
Walleye Trading
New York
$2.8M 65,015 -8,044 -11%
Royal London Asset Management
156
Royal London Asset Management
United Kingdom
$2.73M 63,506 – –
APF
157
Alaska Permanent Fund
Alaska
$2.73M 63,406 – –
AAM
158
Augustine Asset Management
Florida
$2.71M 62,923 +74 +0.1%
Handelsbanken Fonder
159
Handelsbanken Fonder
Sweden
$2.7M 62,800 +25,400 +68%
SC
160
Sierra Capital
Florida
$2.65M 61,555 +33,559 +120%
Neuberger Berman Group
161
Neuberger Berman Group
New York
$2.6M 60,441 -2,216 -4%
DT
162
Diversified Trust
Tennessee
$2.57M 59,578 -45 -0.1%
ANTB
163
AMG National Trust Bank
Colorado
$2.55M 59,248 -38,715 -40%
LSERS
164
Louisiana State Employees Retirement System
Louisiana
$2.51M 58,300 -2,800 -5%
Toronto Dominion Bank
165
Toronto Dominion Bank
Ontario, Canada
$2.49M 57,801 +7,533 +15%
Corient Private Wealth
166
Corient Private Wealth
Florida
$2.36M 54,753 +11,883 +28%
KBC Group
167
KBC Group
Belgium
$2.35M 54,539 +1,024 +2%
KAS
168
Kestra Advisory Services
Texas
$2.33M 54,079 +796 +1%
TCM
169
Teza Capital Management
Illinois
$2.29M 53,258 -5,353 -9%
AGDI
170
Absolute Gestao de Investimentos
Brazil
$2.28M 52,894 +52,894 New
TCM
171
Twin Capital Management
Pennsylvania
$2.21M 51,211 -465 -0.9%
CII
172
Capital International Inc
California
$2.17M 50,510 +5,953 +13%
SOMRS
173
State of Michigan Retirement System
Michigan
$2.15M 49,900 -2,100 -4%
HWAM
174
Hennion & Walsh Asset Management
New Jersey
$2.05M 47,524 +6,755 +17%
SEI Investments
175
SEI Investments
Pennsylvania
$2.05M 47,582 +4,179 +10%
5 6
7
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