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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.

Holders
517
Holders Change
+48
Holders Change %
+10.23%
% of All Funds
7.5%
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
1
Capital International Investors
California
$143M
2
Boston Partners
2
Boston Partners
Massachusetts
$109M
3
EAM
3
Eagle Asset Management
Florida
$82.5M
4
FCM
4
Frontier Capital Management
Massachusetts
$94.5M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$38.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$622M
2
BlackRock
2
BlackRock
New York
$1.1B
3
Goldman Sachs
3
Goldman Sachs
New York
$37.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.09B
5
AI
5
Ariel Investments
Illinois
$229M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.1B 23,369,242 -7,785,806 -25%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B 23,333,416 -1,542,772 -6%
Capital World Investors
3
Capital World Investors
California
$941M 20,053,012 +79,681 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$622M 13,249,966 -10,500,822 -44%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$554M 11,819,403 +721,608 +7%
Alkeon Capital Management
6
Alkeon Capital Management
New York
$406M 8,646,041 +750,000 +9%
State Street
7
State Street
Massachusetts
$379M 8,072,108 +165,809 +2%
VVP
8
Vulcan Value Partners
Alabama
$365M 7,792,628 -642,603 -8%
AI
9
Ariel Investments
Illinois
$229M 4,882,920 -1,504,398 -24%
BGC
10
Beutel, Goodman & Co
Ontario, Canada
$203M 4,316,819 -2,912 -0.1%
Legal & General Group
11
Legal & General Group
United Kingdom
$182M 3,888,911 +40,804 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$177M 3,781,262 +157,848 +4%
Norges Bank
13
Norges Bank
Norway
$158M 3,378,695 +164,868 +5%
Ameriprise
14
Ameriprise
Minnesota
$143M 3,057,740 -213,377 -7%
Capital International Investors
15
Capital International Investors
California
$143M 3,037,959 +3,037,959 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$125M 2,672,208 -56,826 -2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$117M 2,491,590 +395,265 +19%
Boston Partners
18
Boston Partners
Massachusetts
$109M 2,326,293 +2,326,293 New
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$99.9M 2,129,054 -239,046 -10%
ACM
20
Argent Capital Management
Missouri
$97.8M 2,084,751 +69,097 +3%
FCM
21
Frontier Capital Management
Massachusetts
$94.5M 2,014,484 +1,193,869 +145%
BAMCO Inc
22
BAMCO Inc
New York
$91.2M 1,944,402 -3,000 -0.2%
Northern Trust
23
Northern Trust
Illinois
$84.7M 1,806,058 -126,670 -7%
EAM
24
Eagle Asset Management
Florida
$82.5M 1,777,906 +1,777,906 New
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$77.7M 1,655,400 -50,140 -3%
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