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Carlyle Group
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Overview Fund Activity

561 hedge funds and large institutions have $10.9B invested in Carlyle Group in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 187 increasing their positions, 186 reducing their positions, and 44 closing their positions.

Holders
561
Holders Change
+43
Holders Change %
+8.3%
% of All Funds
7.47%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
96
Increased
187
Reduced
186
Closed
44
Calls
$149M
Puts
$48.9M
Net Calls
+$101M
Net Calls Change
+$20.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$321M
2
Harris Associates
2
Harris Associates
Illinois
$161M
3
BlackRock
3
BlackRock
New York
$1.21B
4
UBS Group
4
UBS Group
Switzerland
$162M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$669M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$265M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$129M
3
VVP
3
Vulcan Value Partners
Alabama
$269M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$143M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$508K
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
201
First Trust Advisors
Illinois
$2.1M 41,530 +7,649 +23%
HG
202
Herbst Group
Connecticut
$2.09M 41,475 +1,950 +5%
QT
203
Quantbot Technologies
New York
$2.07M 41,032 -29,532 -42%
Truist Financial
204
Truist Financial
North Carolina
$2.05M 40,687 +2,316 +6%
DT
205
Diversified Trust
Tennessee
$2.05M 40,564 -19,014 -32%
FAF
206
Fjarde Ap-fonden
Sweden
$2.05M 40,565 -33,600 -45%
BFG
207
Bleakley Financial Group
New Jersey
$2.03M 40,190 -1,552 -4%
SA
208
Sanctuary Advisors
Indiana
$2M 35,600 +2,240 +7%
Mariner
209
Mariner
Kansas
$1.95M 38,689 +1,129 +3%
HH
210
Hilltop Holdings
Texas
$1.94M 38,463 -3,708 -9%
BAMF
211
BI Asset Management Fondsmaeglerselskab
Denmark
$1.86M 36,888 +27,048 +275%
X
212
Xponance
Pennsylvania
$1.84M 36,373 +2,221 +7%
URS
213
Utah Retirement Systems
Utah
$1.82M 36,100 – –
Walleye Trading
214
Walleye Trading
New York
$1.81M 35,889 -29,126 -45%
AMI
215
Amica Mutual Insurance
Rhode Island
$1.78M 35,249 – –
PCC
216
Park Circle Company
Maryland
$1.76M 34,765 – –
TCM
217
Tanaka Capital Management
New York
$1.67M 33,030 -110 -0.3%
WGCA
218
Wolf Group Capital Advisors
Virginia
$1.63M 51,107 – –
PCP
219
Pacific Capital Partners
$1.62M 32,074 -6,000 -16%
SG Americas Securities
220
SG Americas Securities
New York
$1.6M 31,592 -3,865 -11%
DTL
221
Dynamic Technology Lab
Singapore
$1.59M 31,395 +23,567 +301%
ACM
222
Aster Capital Management
United Arab Emirates
$1.55M 30,687 +30,558 +23,688%
BPC
223
Banque Pictet & Cie
Switzerland
$1.45M 28,700 – –
MNBTD
224
Moody National Bank Trust Division
Texas
$1.43M 28,409 -1,914 -6%
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$1.43M 28,393 -200 -0.7%
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