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Carlyle Group
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Overview Fund Activity

517 hedge funds and large institutions have $9.81B invested in Carlyle Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 182 increasing their positions, 158 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+48
Holders Change %
+10.23%
% of All Funds
7.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
89
Increased
182
Reduced
158
Closed
37
Calls
$137M
Puts
$54.2M
Net Calls
+$83.2M
Net Calls Change
+$2.81M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$143M
2
Boston Partners
Boston Partners
Massachusetts
+$109M
3
EAM
Eagle Asset Management
Florida
+$82.5M
4
FCM
Frontier Capital Management
Massachusetts
+$56M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$38.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$493M
2
BlackRock
BlackRock
New York
-$365M
3
Goldman Sachs
Goldman Sachs
New York
-$84.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$72.4M
5
AI
Ariel Investments
Illinois
-$70.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
176
Twin Capital Management
Pennsylvania
$2.36M -$238K -5,074 -9%
Toronto Dominion Bank
177
Toronto Dominion Bank
Ontario, Canada
$2.33M -$340K -7,241 -13%
Korea Investment Corp
178
Korea Investment Corp
South Korea
$2.27M +$253K +5,401 +13%
NMIMC
179
Northwestern Mutual Investment Management Company
Wisconsin
$2.27M +$5.91K +126 +0.3%
COPPSERS
180
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.25M +$5.54K +118 +0.2%
AIP
181
Ameritas Investment Partners
Nebraska
$2.24M -$16.3K -347 -0.7%
II
182
IFM Investors
Australia
$2.2M +$13.7K +293 +0.6%
SPIA
183
Steward Partners Investment Advisory
New York
$2.19M -$426K -9,085 -16%
New York State Teachers Retirement System (NYSTRS)
184
New York State Teachers Retirement System (NYSTRS)
New York
$2.17M +$610K +13,000 +39%
William Blair & Company
185
William Blair & Company
Illinois
$2.15M +$127K +2,715 +6%
Mariner
186
Mariner
Kansas
$2.14M +$77.3K +1,648 +4%
GC
187
GFG Capital
Florida
$2.1M +$311K +6,623 +17%
Victory Capital Management
188
Victory Capital Management
Texas
$2.09M -$19M -404,447 -90%
CII
189
Capital International Inc
California
$2.08M +$452K +9,638 +28%
State of Tennessee, Department of Treasury
190
State of Tennessee, Department of Treasury
Tennessee
$2.06M +$2.06M +43,900 New
GAM
191
Gotham Asset Management
New York
$2.06M – – –
NMERB
192
New Mexico Educational Retirement Board
New Mexico
$2.05M – – –
CANY
193
Caxton Associates (New York)
New York
$2.01M +$2.01M +42,799 New
DDPIC
194
Deroy & Devereaux Private Investment Counsel
Michigan
$1.99M +$1.99M +42,385 New
BFG
195
Bleakley Financial Group
New Jersey
$1.99M -$630K -13,423 -24%
SW
196
Simplicity Wealth
New Jersey
$1.99M +$1.99M +42,334 New
Balyasny Asset Management
197
Balyasny Asset Management
Illinois
$1.97M -$34.6M -737,367 -95%
DekaBank Deutsche Girozentrale
198
DekaBank Deutsche Girozentrale
Germany
$1.97M +$437K +9,273 +29%
FAM
199
Fred Alger Management
New York
$1.95M +$298K +6,359 +18%
AMI
200
Amica Mutual Insurance
Rhode Island
$1.91M – – –
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