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Carlyle Group
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Overview Fund Activity

517 hedge funds and large institutions have $9.81B invested in Carlyle Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 182 increasing their positions, 158 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+48
Holders Change %
+10.23%
% of All Funds
7.49%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
89
Increased
182
Reduced
158
Closed
37
Calls
$137M
Puts
$54.2M
Net Calls
+$83.2M
Net Calls Change
+$2.81M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$143M
2
Boston Partners
Boston Partners
Massachusetts
$109M
3
EAM
Eagle Asset Management
Florida
$82.5M
4
FCM
Frontier Capital Management
Massachusetts
$94.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$38.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$622M
2
BlackRock
BlackRock
New York
$1.1B
3
Goldman Sachs
Goldman Sachs
New York
$37.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.09B
5
AI
Ariel Investments
Illinois
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
201
Edgestream Partners
New Jersey
$1.89M +$1.3M +27,752 +223%
BF
202
BOK Financial
Oklahoma
$1.88M +$89.9K +1,937 +5%
Corient Private Wealth
203
Corient Private Wealth
Florida
$1.83M -$89.5K -1,908 -5%
Osaic Holdings
204
Osaic Holdings
Arizona
$1.83M -$1.51M -32,195 -45%
HighTower Advisors
205
HighTower Advisors
Illinois
$1.77M -$13.1K -279 -0.7%
MNBTD
206
Moody National Bank Trust Division
Texas
$1.76M +$4.03K +86 +0.2%
AIM
207
Achmea Investment Management
Netherlands
$1.72M – – –
URS
208
Utah Retirement Systems
Utah
$1.71M -$4.69K -100 -0.3%
X
209
Xponance
Pennsylvania
$1.69M +$455K +9,709 +37%
Truist Financial
210
Truist Financial
North Carolina
$1.66M +$74K +1,578 +5%
WGCA
211
Wolf Group Capital Advisors
Virginia
$1.63M – – –
PCP
212
Pacific Capital Partners
$1.63M – – –
PCC
213
Park Circle Company
Maryland
$1.63M – – –
HWAM
214
Hennion & Walsh Asset Management
New Jersey
$1.62M +$359K +7,651 +28%
TAF
215
Tredje AP-fonden
Sweden
$1.62M +$71.5K +1,525 +5%
SEI Investments
216
SEI Investments
Pennsylvania
$1.6M -$22.7K -484 -1%
Allianz Asset Management
217
Allianz Asset Management
Germany
$1.6M -$576K -12,287 -26%
SPC
218
Sigma Planning Corp
Michigan
$1.6M +$1.17M +24,840 +270%
TCM
219
Teza Capital Management
Illinois
$1.59M -$2.23M -47,633 -58%
Cetera Investment Advisers
220
Cetera Investment Advisers
Illinois
$1.57M +$1.17M +25,002 +292%
TCM
221
Tanaka Capital Management
New York
$1.56M +$228K +4,855 +17%
HG
222
Herbst Group
Connecticut
$1.55M +$4.69K +100 +0.3%
Pacer Advisors
223
Pacer Advisors
Pennsylvania
$1.53M +$7.04K +150 +0.5%
Handelsbanken Fonder
224
Handelsbanken Fonder
Sweden
$1.44M – – –
Cambridge Investment Research Advisors
225
Cambridge Investment Research Advisors
Iowa
$1.4M -$163K -3,481 -10%
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