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Carlyle Group
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Overview Fund Activity

518 hedge funds and large institutions have $8.93B invested in Carlyle Group in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 204 increasing their positions, 170 reducing their positions, and 48 closing their positions.

Holders
518
Holders Change
+7
Holders Change %
+1.37%
% of All Funds
7.49%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
58
Increased
204
Reduced
170
Closed
48
Calls
$118M
Puts
$38.7M
Net Calls
+$79.7M
Net Calls Change
+$19M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M
2
Boston Partners
2
Boston Partners
Massachusetts
$286M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$54.5M
4
Amundi
4
Amundi
France
$82.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$82.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$919M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$22.3M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Ameriprise
4
Ameriprise
Minnesota
$89.1M
5
EAM
5
Eagle Asset Management
Florida
$57.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
201
Truist Financial
North Carolina
$1.65M 38,371 +1,330 +4%
PCP
202
Pacific Capital Partners
$1.64M 38,074 – –
WGCA
203
Wolf Group Capital Advisors
Virginia
$1.63M 51,107 +8,383 +20%
SO
204
STRS Ohio
Ohio
$1.63M 37,799 +4,172 +12%
Mariner
205
Mariner
Kansas
$1.62M 37,560 +190 +0.5%
XT
206
XTX Topco
Cayman Islands
$1.57M 36,408 +12,801 +54%
SEC
207
Seven Eight Capital
New York
$1.56M 36,307 +36,307 New
URS
208
Utah Retirement Systems
Utah
$1.55M 36,100 – –
SG Americas Securities
209
SG Americas Securities
New York
$1.53M 35,457 +35,457 New
AMI
210
Amica Mutual Insurance
Rhode Island
$1.52M 35,249 +4,047 +13%
WAM
211
Weiss Asset Management
Massachusetts
$1.5M 34,855 +34,855 New
PCC
212
Park Circle Company
Maryland
$1.5M 34,765 – –
X
213
Xponance
Pennsylvania
$1.47M 34,152 -313 -0.9%
TAF
214
Tredje AP-fonden
Sweden
$1.47M 34,035 – –
First Trust Advisors
215
First Trust Advisors
Illinois
$1.46M 33,881 +6,965 +26%
TCM
216
Tanaka Capital Management
New York
$1.43M 33,140 – –
SPC
217
Sigma Planning Corp
Michigan
$1.43M 33,136 -558 -2%
Franklin Resources
218
Franklin Resources
California
$1.37M 28,210 +16,723 +146%
JF
219
Jump Financial
Illinois
$1.37M 31,759 +31,759 New
WW
220
Waterfront Wealth
Kansas
$1.34M 26,265 – –
Two Sigma Investments
221
Two Sigma Investments
New York
$1.33M 30,900 +14,000 +83%
Public Sector Pension Investment Board (PSP Investments)
222
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.32M 30,572 -200 -0.6%
MNBTD
223
Moody National Bank Trust Division
Texas
$1.31M 30,323 -6,421 -17%
Susquehanna International Group
224
Susquehanna International Group
Pennsylvania
$1.3M 30,184 -87,817 -74%
Allianz Asset Management
225
Allianz Asset Management
Germany
$1.26M 29,229 -14,856 -34%
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