CG icon

Carlyle Group

427 hedge funds and large institutions have $6.36B invested in Carlyle Group in 2022 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 164 increasing their positions, 121 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+11
Holders Change %
+2.64%
% of All Funds
6.89%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
80
Increased
164
Reduced
121
Closed
64
Calls
$49.5M
Puts
$59.8M
Net Calls
-$10.3M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Handelsbanken Fonder
201
Handelsbanken Fonder
Sweden
$916K
Lazard Asset Management
202
Lazard Asset Management
New York
$902K +$902K +30,247 New
IIM
203
INTECH Investment Management
Florida
$872K -$3.7K -124 -0.4%
EL
204
EMFO LLC
Florida
$857K +$14.9K +500 +2%
HighTower Advisors
205
HighTower Advisors
Illinois
$843K +$91.4K +3,051 +12%
JWM
206
Jeppson Wealth Management
California
$843K -$5.94K -199 -0.7%
BPC
207
Banque Pictet & Cie
Switzerland
$836K
DekaBank Deutsche Girozentrale
208
DekaBank Deutsche Girozentrale
Germany
$829K -$15.3K -496 -2%
VOYA Investment Management
209
VOYA Investment Management
Georgia
$824K -$114K -3,820 -12%
PI
210
PineBridge Investments
New York
$795K +$795K +26,636 New
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$785K -$61.3K -2,053 -7%
APP
212
Alpha Paradigm Partners
Illinois
$768K +$768K +25,750 New
HRC
213
Hoertkorn Richard Charles
$755K +$755K +25,300 New
1832 Asset Management
214
1832 Asset Management
Ontario, Canada
$753K -$106K -3,542 -12%
MNBTD
215
Moody National Bank Trust Division
Texas
$734K -$4.33K -145 -0.6%
YIH
216
Y-Intercept (HK)
Hong Kong
$731K +$731K +24,483 New
GG
217
Gofen & Glossberg
Illinois
$728K -$398K -13,350 -35%
Aberdeen Group
218
Aberdeen Group
United Kingdom
$712K +$19.6K +658 +3%
GIBU
219
Gulf International Bank (UK)
United Kingdom
$707K
VRS
220
Virginia Retirement Systems
Virginia
$701K
BRWA
221
B. Riley Wealth Advisors
Florida
$690K +$20.1K +674 +3%
SEI Investments
222
SEI Investments
Pennsylvania
$674K +$65.3K +2,188 +11%
NAM
223
Nissay Asset Management
Japan
$654K -$27.2K -913 -4%
BMCM
224
Burns Matteson Capital Management
New York
$640K +$640K +21,462 New
Public Sector Pension Investment Board (PSP Investments)
225
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$637K +$93.7K +3,141 +17%