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Carlyle Group
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Overview Fund Activity

511 hedge funds and large institutions have $8.44B invested in Carlyle Group in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 183 increasing their positions, 183 reducing their positions, and 54 closing their positions.

Holders
511
Holders Change
-6
Holders Change %
-1.16%
% of All Funds
7.43%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
183
Reduced
183
Closed
54
Calls
$102M
Puts
$41.1M
Net Calls
+$60.7M
Net Calls Change
-$22.5M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$205M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$68.9M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$37M
4
UBS AM
4
UBS AM
Illinois
$55M
5
Bank of America
5
Bank of America
North Carolina
$56.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$45.2M
2
BlackRock
2
BlackRock
New York
$912M
3
Capital International Investors
3
Capital International Investors
California
$96.8M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$8.13M
5
WI
5
Wafra Inc
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$937M 23,337,147 +3,731 +0%
BlackRock
2
BlackRock
New York
$912M 22,707,434 -661,808 -3%
Capital World Investors
3
Capital World Investors
California
$805M 20,044,821 -8,191 -0%
Morgan Stanley
4
Morgan Stanley
New York
$516M 12,855,796 -394,170 -3%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$464M 11,545,457 -273,946 -2%
Alkeon Capital Management
6
Alkeon Capital Management
New York
$331M 8,246,041 -400,000 -5%
State Street
7
State Street
Massachusetts
$310M 7,710,599 -361,509 -4%
VVP
8
Vulcan Value Partners
Alabama
$301M 7,495,229 -297,399 -4%
Boston Partners
9
Boston Partners
Massachusetts
$205M 5,099,928 +2,773,635 +119%
AI
10
Ariel Investments
Illinois
$198M 4,937,725 +54,805 +1%
BGC
11
Beutel, Goodman & Co
Ontario, Canada
$174M 4,332,629 +15,810 +0.4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$157M 3,920,901 +139,639 +4%
Legal & General Group
13
Legal & General Group
United Kingdom
$148M 3,688,045 -200,866 -5%
Ameriprise
14
Ameriprise
Minnesota
$113M 2,818,804 -238,936 -8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$110M 2,727,870 +55,662 +2%
Capital International Investors
16
Capital International Investors
California
$96.8M 2,409,989 -627,970 -21%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$94.1M 2,344,237 -147,353 -6%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$91M 2,266,595 +137,541 +6%
ACM
19
Argent Capital Management
Missouri
$83.1M 2,069,748 -15,003 -0.7%
BAMCO Inc
20
BAMCO Inc
New York
$78M 1,942,253 -2,149 -0.1%
FCM
21
Frontier Capital Management
Massachusetts
$77.9M 1,941,094 -73,390 -4%
Northern Trust
22
Northern Trust
Illinois
$76.5M 1,905,443 +99,385 +6%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$68.9M 1,715,748 +1,705,982 +17,469%
EAM
24
Eagle Asset Management
Florida
$66.8M 1,686,858 -91,048 -5%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$64M 1,594,411 -60,989 -4%
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