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Carlyle Group
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Overview Fund Activity

416 hedge funds and large institutions have $5.03B invested in Carlyle Group in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 180 increasing their positions, 125 reducing their positions, and 75 closing their positions.

Holders
416
Holders Change
-25
Holders Change %
-5.67%
% of All Funds
7.19%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
54
Increased
180
Reduced
125
Closed
75
Calls
$37M
Puts
$25.9M
Net Calls
+$11.1M
Net Calls Change
+$12.4M

Top Buyers

1
BGC
1
Beutel, Goodman & Co
Ontario, Canada
$106M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$89.9M
3
ACM
3
Argent Capital Management
Missouri
$42.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$624M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$35M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
BlackRock
2
BlackRock
New York
$317M
3
Bessemer Group
3
Bessemer Group
New Jersey
$5.17M
4
Capital World Investors
4
Capital World Investors
California
$414M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$16.6M
Name Market Value Shares Shares
Change 		Shares
Change %
ESCM
201
Echo Street Capital Management
New York
$739K 28,594 +16,960 +146%
JWM
202
Jeppson Wealth Management
California
$735K 28,445 +2,281 +9%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$734K 28,371 +565 +2%
EL
204
EMFO LLC
Florida
$729K 28,225 – –
BPC
205
Banque Pictet & Cie
Switzerland
$724K 28,000 – –
DekaBank Deutsche Girozentrale
206
DekaBank Deutsche Girozentrale
Germany
$703K 27,372 +3,185 +13%
KCM
207
Kendall Capital Management
Maryland
$654K 25,292 +15,887 +169%
EH
208
Equitable Holdings
New York
$653K 25,274 +1,702 +7%
HighTower Advisors
209
HighTower Advisors
Illinois
$648K 25,098 -1,044 -4%
Zurich Cantonal Bank
210
Zurich Cantonal Bank
Switzerland
$647K 25,021 +8,128 +48%
MNBTD
211
Moody National Bank Trust Division
Texas
$640K 24,744 – –
GAM
212
Gotham Asset Management
New York
$635K 24,569 +12,528 +104%
VF
213
Virtu Financial
New York
$635K 24,563 +24,563 New
GIBU
214
Gulf International Bank (UK)
United Kingdom
$612K 23,698 – –
IMRF
215
Illinois Municipal Retirement Fund
Illinois
$610K 23,610 – –
VRS
216
Virginia Retirement Systems
Virginia
$607K 23,500 +23,500 New
Wolverine Trading
217
Wolverine Trading
Illinois
$600K 22,848 -23,070 -50%
NSIM
218
North Star Investment Management
Illinois
$600K 23,214 +2,407 +12%
Aberdeen Group
219
Aberdeen Group
United Kingdom
$599K 23,187 +5,152 +29%
Prudential Financial
220
Prudential Financial
New Jersey
$593K 22,935 -32,817 -59%
Principal Financial Group
221
Principal Financial Group
Iowa
$592K 22,924 -3,277 -13%
NAM
222
Nissay Asset Management
Japan
$590K 22,835 +1,134 +5%
KA
223
Kercheville Advisors
Texas
$584K 22,600 -6,200 -22%
BRWA
224
B. Riley Wealth Advisors
Florida
$580K 22,448 +491 +2%
VPIM
225
Vanguard Personalized Indexing Management
California
$565K 21,850 -1,703 -7%
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