CG icon

Carlyle Group
CG

Overview Fund Activity

469 hedge funds and large institutions have $9.15B invested in Carlyle Group in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 33 closing their positions.

Holders
469
Holders Change
+58
Holders Change %
+14.11%
% of All Funds
6.88%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
98
Increased
156
Reduced
157
Closed
33
Calls
$148M
Puts
$67.9M
Net Calls
+$80.4M
Net Calls Change
-$7.01M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.27B
2
Morgan Stanley
2
Morgan Stanley
New York
$966M
3
State Street
3
State Street
Massachusetts
$322M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$452M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.01B

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$321M
2
SBLIC
2
Security Benefit Life Insurance Company
Kansas
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$30.9M
4
VVP
4
Vulcan Value Partners
Alabama
$343M
5
Norges Bank
5
Norges Bank
Norway
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
176
Ameritas Investment Partners
Nebraska
$1.96M 48,084 +48,084 New
COPPSERS
177
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.94M 47,768 +47,768 New
MAM
178
Mirabaud Asset Management
United Kingdom
$1.91M 46,824 +46,824 New
II
179
IFM Investors
Australia
$1.89M 46,536 -2,995 -6%
Allianz Asset Management
180
Allianz Asset Management
Germany
$1.89M 46,370 -620 -1%
Mariner
181
Mariner
Kansas
$1.79M 43,888 -1,121 -2%
GAM
182
Gotham Asset Management
New York
$1.78M 43,858 -7,590 -15%
NMERB
183
New Mexico Educational Retirement Board
New Mexico
$1.77M 43,600 +43,600 New
William Blair & Company
184
William Blair & Company
Illinois
$1.75M 43,108 +9,215 +27%
Korea Investment Corp
185
Korea Investment Corp
South Korea
$1.75M 43,039 -3,716 -8%
BMSSC
186
B. Metzler seel. Sohn & Co
Germany
$1.72M 42,334 – –
Man Group
187
Man Group
United Kingdom
$1.67M 41,069 +41,069 New
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$1.67M 41,004 +10,331 +34%
Corient Private Wealth
189
Corient Private Wealth
Florida
$1.67M 40,930 -3,167 -7%
AMI
190
Amica Mutual Insurance
Rhode Island
$1.66M 40,680 -15,685 -28%
KAS
191
Kestra Advisory Services
Texas
$1.65M 40,628 +33,300 +454%
WGCA
192
Wolf Group Capital Advisors
Virginia
$1.63M 51,107 +1,333 +3%
YIH
193
Y-Intercept (HK)
Hong Kong
$1.59M 38,965 +13,884 +55%
BF
194
BOK Financial
Oklahoma
$1.57M 38,668 -2,812 -7%
GC
195
GFG Capital
Florida
$1.55M 38,210 -558 -1%
HighTower Advisors
196
HighTower Advisors
Illinois
$1.55M 38,133 +756 +2%
MNBTD
197
Moody National Bank Trust Division
Texas
$1.53M 37,479 -20,585 -35%
AIM
198
Achmea Investment Management
Netherlands
$1.49M 36,604 – –
URS
199
Utah Retirement Systems
Utah
$1.49M 36,500 +200 +0.6%
IMRF
200
Illinois Municipal Retirement Fund
Illinois
$1.45M 35,688 – –
6 7
8
9 10