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Carlyle Group

316 hedge funds and large institutions have $4.8B invested in Carlyle Group in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+26
Holders Change %
+8.97%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
57
Increased
91
Reduced
113
Closed
30
Calls
$71.9M
Puts
$10.7M
Net Calls
+$61.1M
Net Calls Change
-$18.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
176
Advisornet Financial
Minnesota
$672K -$6.25K -170 -0.9%
DAC
177
Dividend Assets Capital
South Carolina
$669K
II
178
IFM Investors
Australia
$647K +$72.3K +1,967 +13%
NSIM
179
North Star Investment Management
Illinois
$643K -$7.35K -200 -1%
NAM
180
Nissay Asset Management
Japan
$626K -$3.64K -99 -0.6%
AWA
181
Arete Wealth Advisors
Illinois
$618K -$15.3K -425 -2%
KPWS
182
Kestra Private Wealth Services
Texas
$616K +$1.18K +32 +0.2%
CAM
183
Carret Asset Management
New York
$610K
Ameriprise
184
Ameriprise
Minnesota
$601K -$157K -4,262 -21%
PPA
185
Parametric Portfolio Associates
Washington
$594K -$51.4K -1,399 -8%
SI
186
Stephens Inc
Arkansas
$586K +$212K +5,768 +57%
BWP
187
Baldwin Wealth Partners
Massachusetts
$584K -$4.74K -129 -0.8%
QSS
188
Quantitative Systematic Strategies
Florida
$578K -$1.01M -27,566 -64%
SEC
189
Seven Eight Capital
New York
$578K
BI
190
Bramshill Investments
Florida
$563K -$566K -15,399 -50%
AB
191
Amalgamated Bank
New York
$533K -$38.4K -1,043 -7%
IP
192
Interval Partners
New York
$515K +$515K +14,016 New
TP
193
Tranquility Partners
Tennessee
$515K +$515K +14,020 New
WBC
194
Westpac Banking Corp
Australia
$508K
SCA
195
Snowden Capital Advisors
New York
$508K -$20.4K -554 -4%
PI
196
PEAK6 Investments
Illinois
$486K +$486K +13,217 New
CIBC Asset Management
197
CIBC Asset Management
Ontario, Canada
$483K +$483K +13,146 New
MGAM
198
McGowan Group Asset Management
Texas
$456K +$1.1K +30 +0.2%
AWM
199
AE Wealth Management
Kansas
$450K
ECM
200
ExodusPoint Capital Management
New York
$439K +$439K +11,937 New