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Carlyle Group
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Overview Fund Activity

411 hedge funds and large institutions have $6.22B invested in Carlyle Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+17
Holders Change %
+4.31%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
52
Increased
142
Reduced
140
Closed
31
Calls
$119M
Puts
$31.2M
Net Calls
+$87.4M
Net Calls Change
+$781K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$268M
2
Capital World Investors
Capital World Investors
California
$602M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$37.5M
4
SH
SeaTown Holdings
Singapore
$29.9M
5
AI
Ariel Investments
Illinois
$192M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$544M
2
VVP
Vulcan Value Partners
Alabama
$296M
3
Vanguard Group
Vanguard Group
Pennsylvania
$697M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$72.9M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
201
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$813K – – –
PAM
202
Paradigm Asset Management
New York
$799K -$51.3K -1,700 -6%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$786K +$4.58K +152 +0.6%
WW
204
Waterfront Wealth
Kansas
$774K – – –
HRC
205
Hoertkorn Richard Charles
$757K – – –
YIH
206
Y-Intercept (HK)
Hong Kong
$756K +$756K +25,081 New
SG Americas Securities
207
SG Americas Securities
New York
$755K +$755K +25,043 New
EIP
208
Epoch Investment Partners
New York
$738K +$3.08K +102 +0.4%
AA
209
ALPS Advisors
Colorado
$722K -$644K -21,350 -47%
NAM
210
Nissay Asset Management
Japan
$722K +$21.4K +708 +3%
QCM
211
Qsemble Capital Management
New York
$718K +$718K +23,800 New
DekaBank Deutsche Girozentrale
212
DekaBank Deutsche Girozentrale
Germany
$694K +$8.87K +297 +1%
SCM
213
Sterneck Capital Management
Missouri
$664K +$175K +5,803 +36%
NYLIM
214
New York Life Investment Management
New York
$647K +$342K +11,328 +112%
AWM
215
Apollon Wealth Management
South Carolina
$646K +$301K +9,988 +87%
RP
216
Riverwater Partners
Wisconsin
$645K +$645K +21,379 New
KCM
217
Kendall Capital Management
Maryland
$619K -$199K -6,595 -24%
GI
218
GAMCO Investors
Connecticut
$618K +$317K +10,500 +105%
EI
219
Ethic Inc
New York
$614K -$6.01K -199 -1%
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$606K – – –
EL
221
EMFO LLC
Florida
$602K – – –
WSTAM
222
Wilbanks Smith & Thomas Asset Management
Virginia
$592K – – –
BCIM
223
British Columbia Investment Management
British Columbia, Canada
$591K – – –
GIBU
224
Gulf International Bank (UK)
United Kingdom
$583K -$51.2K -1,700 -8%
Janus Henderson Group
225
Janus Henderson Group
United Kingdom
$581K +$189K +6,252 +48%
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