CG icon

Carlyle Group

411 hedge funds and large institutions have $6.22B invested in Carlyle Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+17
Holders Change %
+4.31%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
52
Increased
142
Reduced
140
Closed
31
Calls
$119M
Puts
$31.2M
Net Calls
+$87.4M
Net Calls Change
+$781K
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
176
Achmea Investment Management
Netherlands
$1.1M -$13.8K -459 -1%
URS
177
Utah Retirement Systems
Utah
$1.09M +$9.05K +300 +0.8%
TAF
178
Tredje AP-fonden
Sweden
$1.08M -$117K -3,874 -10%
Aberdeen Group
179
Aberdeen Group
United Kingdom
$1.08M -$25.8K -855 -2%
IMRF
180
Illinois Municipal Retirement Fund
Illinois
$1.08M
PCC
181
Park Circle Company
Maryland
$1.05M
KPWS
182
Kestra Private Wealth Services
Texas
$1.04M +$165K +5,473 +19%
AB
183
Amalgamated Bank
New York
$1.04M +$84K +2,787 +9%
William Blair & Company
184
William Blair & Company
Illinois
$1.02M +$446K +14,799 +78%
SSA
185
Schonfeld Strategic Advisors
New York
$990K +$990K +32,827 New
HG
186
Herbst Group
Connecticut
$977K -$57.3K -1,900 -6%
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$972K +$261K +8,664 +37%
D.E. Shaw & Co
188
D.E. Shaw & Co
New York
$970K +$970K +32,167 New
DADC
189
D.A. Davidson & Co
Montana
$942K
Handelsbanken Fonder
190
Handelsbanken Fonder
Sweden
$926K
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$925K +$439K +14,566 +90%
Walleye Trading
192
Walleye Trading
New York
$922K -$408K -13,525 -31%
PCP
193
Pacific Capital Partners
$917K +$917K +30,404 New
JWM
194
Jeppson Wealth Management
California
$868K -$3.17K -105 -0.4%
TRCT
195
Tower Research Capital (TRC)
New York
$865K +$606K +20,095 +234%
TCM
196
Tanaka Capital Management
New York
$856K -$1.51K -50 -0.2%
BPC
197
Banque Pictet & Cie
Switzerland
$844K
VOYA Investment Management
198
VOYA Investment Management
Georgia
$824K -$4.71K -156 -0.6%
JFG
199
Jefferies Financial Group
New York
$819K +$819K +27,155 New
Prudential Financial
200
Prudential Financial
New Jersey
$813K -$194K -6,441 -19%