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Carlyle Group
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Overview Fund Activity

483 hedge funds and large institutions have $9.23B invested in Carlyle Group in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 201 increasing their positions, 127 reducing their positions, and 61 closing their positions.

Holders
483
Holders Change
+24
Holders Change %
+5.23%
% of All Funds
7.64%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
91
Increased
201
Reduced
127
Closed
61
Calls
$38M
Puts
$73.7M
Net Calls
-$35.7M
Net Calls Change
-$182M

Top Buyers

1
SBLIC
1
Security Benefit Life Insurance Company
Kansas
$205M
2
Deutsche Bank
2
Deutsche Bank
Germany
$336M
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$555M
4
Morgan Stanley
4
Morgan Stanley
New York
$991M
5
DekaBank Deutsche Girozentrale
5
DekaBank Deutsche Girozentrale
Germany
$74.3M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$59M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.25M
3
SC
3
Samlyn Capital
New York
$91.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$712K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal London Asset Management
176
Royal London Asset Management
United Kingdom
$2.15M 43,923 +43,923 New
AU
177
Algebris (UK)
United Kingdom
$2.15M 43,852 +43,852 New
PAG
178
Private Advisor Group
New Jersey
$2.14M 43,675 +4,677 +12%
UCFA
179
United Capital Financial Advisors
Texas
$2.09M 42,637 -2,843 -6%
MCM
180
Maltese Capital Management
New York
$2.08M 42,500 -32,500 -43%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$2.04M 41,724 +2,770 +7%
CIBC Asset Management
182
CIBC Asset Management
Ontario, Canada
$2.02M 41,389 +26,188 +172%
Capital Fund Management (CFM)
183
Capital Fund Management (CFM)
France
$2.01M 41,042 +41,042 New
TCM
184
Tanaka Capital Management
New York
$2M 40,785 +8,260 +25%
Mitsubishi UFJ Asset Management
185
Mitsubishi UFJ Asset Management
Japan
$1.99M 40,615 -1,091 -3%
LGF
186
LGT Group Foundation
Liechtenstein
$1.98M 40,038 +24,033 +150%
MIA
187
MMBG Investment Advisors
Florida
$1.96M 40,000 – –
DF
188
Donoghue Forlines
Massachusetts
$1.92M 39,246 -13,284 -25%
CMANY
189
Capital Management Associates (New York)
New York
$1.9M 38,910 -225 -0.6%
TI
190
Trexquant Investment
Connecticut
$1.88M 38,528 +38,528 New
SGA
191
Strategic Global Advisors
California
$1.85M 37,756 +1,471 +4%
Principal Financial Group
192
Principal Financial Group
Iowa
$1.84M 37,595 +22,795 +154%
Squarepoint
193
Squarepoint
New York
$1.81M 37,024 +37,024 New
KA
194
Kercheville Advisors
Texas
$1.8M 36,700 +1,700 +5%
SPIA
195
Steward Partners Investment Advisory
New York
$1.79M 36,536 +2,344 +7%
Toronto Dominion Bank
196
Toronto Dominion Bank
Ontario, Canada
$1.75M 35,772 +2,907 +9%
FCM
197
FJ Capital Management
Virginia
$1.69M 34,575 +34,575 New
HG
198
Herbst Group
Connecticut
$1.67M 34,205 +3,705 +12%
Wolverine Trading
199
Wolverine Trading
Illinois
$1.61M 34,574 +23,307 +207%
Nomura Asset Management
200
Nomura Asset Management
Japan
$1.55M 31,746 +646 +2%
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