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Carlyle Group
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Overview Fund Activity

441 hedge funds and large institutions have $6.03B invested in Carlyle Group in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 203 increasing their positions, 127 reducing their positions, and 89 closing their positions.

Holders
441
Holders Change
-42
Holders Change %
-8.7%
% of All Funds
7.46%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
58
Increased
203
Reduced
127
Closed
89
Calls
$47.7M
Puts
$49M
Net Calls
-$1.31M
Net Calls Change
+$34.4M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$720M
2
Norges Bank
2
Norges Bank
Norway
$130M
3
Morgan Stanley
3
Morgan Stanley
New York
$706M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$78.1M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$65.5M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$21.8M
2
SC
2
Samlyn Capital
New York
$0
3
Capital World Investors
3
Capital World Investors
California
$558M
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$771K
5
SBLIC
5
Security Benefit Life Insurance Company
Kansas
$82.9M
Name Market Value Shares Shares
Change 		Shares
Change %
EC
201
Estate Counselors
Wisconsin
$957K 30,243 +30,243 New
Mercer Global Advisors
202
Mercer Global Advisors
Colorado
$948K 29,952 +19,142 +177%
AIM
203
Aigen Investment Management
New York
$915K 28,895 +28,895 New
KA
204
Kercheville Advisors
Texas
$912K 28,800 -7,900 -22%
WW
205
Waterfront Wealth
Kansas
$900K 28,440 – –
EL
206
EMFO LLC
Florida
$894K 28,225 +500 +2%
MME
207
Meag Munich Ergo
Germany
$885K 27,939 -38,870 -58%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$880K 27,806 -247 -0.9%
Principal Financial Group
209
Principal Financial Group
Iowa
$830K 26,201 -11,394 -30%
HighTower Advisors
210
HighTower Advisors
Illinois
$829K 26,142 +3,297 +14%
JWM
211
Jeppson Wealth Management
California
$828K 26,164 +877 +3%
PI
212
Parkside Investments
Illinois
$823K 26,000 +25,000 +2,500%
DTL
213
Dynamic Technology Lab
Singapore
$812K 25,660 -24,690 -49%
FAM
214
Fred Alger Management
New York
$801K 25,311 +746 +3%
BCM
215
Bayesian Capital Management
New York
$790K 24,938 +24,938 New
MNBTD
216
Moody National Bank Trust Division
Texas
$783K 24,744 -26,160 -51%
DekaBank Deutsche Girozentrale
217
DekaBank Deutsche Girozentrale
Germany
$771K 24,187 -1,566,083 -98%
GIBU
218
Gulf International Bank (UK)
United Kingdom
$769K 23,698 – –
IMRF
219
Illinois Municipal Retirement Fund
Illinois
$747K 23,610 +10,909 +86%
EH
220
Equitable Holdings
New York
$746K 23,572 +7,152 +44%
VPIM
221
Vanguard Personalized Indexing Management
California
$746K 23,553 +10,782 +84%
BCIM
222
British Columbia Investment Management
British Columbia, Canada
$720K 22,729 -2,038 -8%
PCM
223
Prelude Capital Management
New York
$720K 22,741 +22,741 New
SCA
224
Snowden Capital Advisors
New York
$712K 22,509 -740 -3%
CM
225
Caption Management
Oklahoma
$712K 22,500 +22,500 New
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9
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