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Carlyle Group
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Overview Fund Activity

459 hedge funds and large institutions have $9.79B invested in Carlyle Group in 2021 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 160 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
+66
Holders Change %
+16.79%
% of All Funds
7.09%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
102
Increased
160
Reduced
128
Closed
31
Calls
$184M
Puts
$36.9M
Net Calls
+$147M
Net Calls Change
+$100M

Top Buyers

1
BlackRock
BlackRock
New York
$782M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$162M
3
Deutsche Bank
Deutsche Bank
Germany
$166M
4
Morgan Stanley
Morgan Stanley
New York
$1B
5
Alkeon Capital Management
Alkeon Capital Management
New York
$482M

Top Sellers

1
Jane Street
Jane Street
New York
$380K
2
SC
Samlyn Capital
New York
$169M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$16.4M
4
Capital Research Global Investors
Capital Research Global Investors
California
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MME
176
Meag Munich Ergo
Germany
$2.11M +$2.11M +38,749 New
GC
177
Guggenheim Capital
Illinois
$2.09M +$781K +14,221 +60%
BBVA
178
Banco Bilbao Vizcaya Argentaria
Spain
$2.06M – – –
SGA
179
Strategic Global Advisors
California
$1.99M +$160K +2,912 +9%
DADC
180
D.A. Davidson & Co
Montana
$1.98M -$65.9K -1,200 -3%
Handelsbanken Fonder
181
Handelsbanken Fonder
Sweden
$1.98M -$49.4K -900 -2%
UIM
182
USS Investment Management
United Kingdom
$1.92M – – –
KA
183
Kercheville Advisors
Texas
$1.92M +$1.92M +35,000 New
T. Rowe Price Associates
184
T. Rowe Price Associates
Maryland
$1.89M -$150K -2,734 -7%
SPIA
185
Steward Partners Investment Advisory
New York
$1.88M +$86K +1,566 +5%
HSBC Holdings
186
HSBC Holdings
United Kingdom
$1.83M -$3.85M -70,321 -68%
Toronto Dominion Bank
187
Toronto Dominion Bank
Ontario, Canada
$1.8M +$567K +10,334 +46%
CCM
188
CAAS Capital Management
New York
$1.8M -$650K -11,845 -27%
TCM
189
Tanaka Capital Management
New York
$1.79M -$29.1K -530 -2%
EF
190
Empowered Funds
Pennsylvania
$1.79M +$1.79M +32,523 New
ANI
191
American National Insurance
Texas
$1.71M -$6.5M -118,400 -79%
Nomura Asset Management
192
Nomura Asset Management
Japan
$1.71M – – –
HG
193
Herbst Group
Connecticut
$1.67M +$1.67M +30,500 New
URS
194
Utah Retirement Systems
Utah
$1.61M – – –
AB
195
Amalgamated Bank
New York
$1.61M -$7.91K -144 -0.5%
EL
196
EMFO LLC
Florida
$1.57M – – –
MLL
197
Moody Lynn & Lieberson
Massachusetts
$1.57M +$1.57M +28,589 New
Walleye Trading
198
Walleye Trading
New York
$1.56M +$1.56M +28,465 New
WW
199
Waterfront Wealth
Kansas
$1.56M +$1.56M +28,440 New
BCIM
200
British Columbia Investment Management
British Columbia, Canada
$1.54M -$77K -1,402 -5%
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