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Carlyle Group
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Overview Fund Activity

561 hedge funds and large institutions have $10.9B invested in Carlyle Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 44 closing their positions.

Holders
561
Holders Change
+43
Holders Change %
+8.3%
% of All Funds
7.47%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
96
Increased
187
Reduced
186
Closed
44
Calls
$149M
Puts
$48.9M
Net Calls
+$101M
Net Calls Change
+$20.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$321M
2
Harris Associates
2
Harris Associates
Illinois
$161M
3
BlackRock
3
BlackRock
New York
$1.21B
4
UBS Group
4
UBS Group
Switzerland
$162M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$669M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$265M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$129M
3
VVP
3
Vulcan Value Partners
Alabama
$269M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$143M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$508K
Name Market Value Shares Shares
Change 		Shares
Change %
KK
151
KLP Kapitalforvaltning
Norway
$3.57M 70,800 +70,800 New
MVP
152
Miller Value Partners
Florida
$3.53M 70,000 +70,000 New
Ensign Peak Advisors
153
Ensign Peak Advisors
Utah
$3.52M 69,642 – –
KBC Group
154
KBC Group
Belgium
$3.46M 68,595 +14,056 +26%
WSCM
155
Wellington Shields Capital Management
New York
$3.45M 68,294 +3,029 +5%
KCM
156
Kerusso Capital Management
North Carolina
$3.42M 67,769 +148 +0.2%
TRSOTSOK
157
Teachers Retirement System of the State of Kentucky
Kentucky
$3.41M 67,580 -3,230 -5%
ASRS
158
Arizona State Retirement System
Arizona
$3.39M 67,239 +220 +0.3%
American Century Companies
159
American Century Companies
Missouri
$3.37M 66,678 +1,495 +2%
RAM
160
Resona Asset Management
Japan
$3.24M 64,162 -5,236 -8%
P2P
161
Phase 2 Partners
California
$3.23M 63,887 -108,023 -63%
APF
162
Alaska Permanent Fund
Alaska
$3.2M 63,406 – –
AAM
163
Augustine Asset Management
Florida
$3.11M 61,566 -1,357 -2%
PI
164
PineBridge Investments
New York
$3.07M 60,767 +18,181 +43%
Aberdeen Group
165
Aberdeen Group
United Kingdom
$3.03M 60,092 -10,952 -15%
LSERS
166
Louisiana State Employees Retirement System
Louisiana
$2.96M 58,600 +300 +0.5%
CBA
167
Coastal Bridge Advisors
Connecticut
$2.96M 58,539 -8,274 -12%
FRAF
168
Första AP-fonden
Sweden
$2.92M 57,900 -15,600 -21%
Handelsbanken Fonder
169
Handelsbanken Fonder
Sweden
$2.89M 57,300 -5,500 -9%
KAS
170
Kestra Advisory Services
Texas
$2.87M 56,866 +2,787 +5%
SEI Investments
171
SEI Investments
Pennsylvania
$2.81M 55,609 +8,027 +17%
Natixis Advisors
172
Natixis Advisors
Massachusetts
$2.72M 53,878 +38,919 +260%
Corient Private Wealth
173
Corient Private Wealth
Florida
$2.68M 53,108 -1,645 -3%
Osaic Holdings
174
Osaic Holdings
Arizona
$2.62M 51,946 +12,729 +32%
SC
175
Sierra Capital
Florida
$2.54M 50,372 -11,183 -18%
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