CG icon

Carlyle Group
CG

Overview Fund Activity

511 hedge funds and large institutions have $8.44B invested in Carlyle Group in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 183 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
7.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
183
Reduced
183
Closed
54
Calls
$102M
Puts
$41.1M
Net Calls
+$60.7M
Net Calls Change
-$22.5M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$205M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$68.9M
3
Marshall Wace
Marshall Wace
United Kingdom
$37M
4
UBS AM
UBS AM
Illinois
$55M
5
Bank of America
Bank of America
North Carolina
$56.3M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$45.2M
2
BlackRock
BlackRock
New York
$912M
3
Capital International Investors
Capital International Investors
California
$96.8M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$8.13M
5
WI
Wafra Inc
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
176
GFG Capital
Florida
$1.87M +$67.4K +1,679 +4%
New York State Teachers Retirement System (NYSTRS)
177
New York State Teachers Retirement System (NYSTRS)
New York
$1.85M -$4.02K -100 -0.2%
AIP
178
Ameritas Investment Partners
Nebraska
$1.84M -$72.6K -1,809 -4%
SPIA
179
Steward Partners Investment Advisory
New York
$1.83M -$48.8K -1,216 -3%
William Blair & Company
180
William Blair & Company
Illinois
$1.82M -$20.4K -507 -1%
BCIM
181
British Columbia Investment Management
British Columbia, Canada
$1.81M +$769K +19,160 +74%
OPERF
182
Oregon Public Employees Retirement Fund
Oregon
$1.8M -$346K -8,618 -16%
Aberdeen Group
183
Aberdeen Group
United Kingdom
$1.8M -$1.17M -29,069 -39%
FAM
184
Fred Alger Management
New York
$1.79M +$123K +3,059 +7%
CSS
185
Cubist Systematic Strategies
Connecticut
$1.79M +$1.79M +44,588 New
CII
186
Capital International Inc
California
$1.79M +$6.5K +162 +0.4%
Allianz Asset Management
187
Allianz Asset Management
Germany
$1.77M +$402K +10,002 +29%
GAM
188
Gotham Asset Management
New York
$1.76M -$5.26K -131 -0.3%
NMERB
189
New Mexico Educational Retirement Board
New Mexico
$1.75M – – –
SEI Investments
190
SEI Investments
Pennsylvania
$1.74M +$371K +9,238 +27%
Corient Private Wealth
191
Corient Private Wealth
Florida
$1.72M +$154K +3,848 +10%
WGCA
192
Wolf Group Capital Advisors
Virginia
$1.72M -$337K -8,383 -16%
SA
193
Sanctuary Advisors
Indiana
$1.71M +$1.71M +37,148 New
BFG
194
Bleakley Financial Group
New Jersey
$1.67M -$32.5K -809 -2%
SW
195
Simplicity Wealth
New Jersey
$1.67M -$32.1K -800 -2%
DTL
196
Dynamic Technology Lab
Singapore
$1.66M +$1.38M +34,483 +505%
HWAM
197
Hennion & Walsh Asset Management
New Jersey
$1.64M +$248K +6,181 +18%
HF
198
HRT Financial
New York
$1.63M -$1.39M -34,705 -46%
HighTower Advisors
199
HighTower Advisors
Illinois
$1.56M +$46.2K +1,152 +3%
DekaBank Deutsche Girozentrale
200
DekaBank Deutsche Girozentrale
Germany
$1.56M -$146K -3,587 -9%
6 7
8
9 10