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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$990M 22,980,666 -356,481 -2%
BlackRock
2
BlackRock
New York
$919M 21,346,229 -1,361,205 -6%
Capital World Investors
3
Capital World Investors
California
$849M 19,727,574 -317,247 -2%
Morgan Stanley
4
Morgan Stanley
New York
$546M 12,672,465 -183,331 -1%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$494M 11,476,476 -68,981 -0.6%
Alkeon Capital Management
6
Alkeon Capital Management
New York
$355M 8,239,907 -6,134 -0.1%
State Street
7
State Street
Massachusetts
$328M 7,616,479 -94,120 -1%
VVP
8
Vulcan Value Partners
Alabama
$292M 6,787,368 -707,861 -9%
Boston Partners
9
Boston Partners
Massachusetts
$286M 6,634,318 +1,534,390 +30%
AI
10
Ariel Investments
Illinois
$219M 5,088,397 +150,672 +3%
BGC
11
Beutel, Goodman & Co
Ontario, Canada
$185M 4,287,594 -45,035 -1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$174M 4,051,757 +1,707,520 +73%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$167M 3,883,602 -37,299 -1%
Legal & General Group
14
Legal & General Group
United Kingdom
$156M 3,631,578 -56,467 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$112M 2,589,725 -138,145 -5%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$99.1M 2,300,644 +34,049 +2%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$90.7M 2,107,301 +391,553 +23%
Ameriprise
18
Ameriprise
Minnesota
$89.1M 2,069,918 -748,886 -27%
Capital International Investors
19
Capital International Investors
California
$88.3M 2,050,274 -359,715 -15%
ACM
20
Argent Capital Management
Missouri
$87.4M 2,030,429 -39,319 -2%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$82.7M 1,919,439 +777,304 +68%
Northern Trust
22
Northern Trust
Illinois
$82.6M 1,919,246 +13,803 +0.7%
Amundi
23
Amundi
France
$82.6M 1,769,570 +873,764 +98%
BAMCO Inc
24
BAMCO Inc
New York
$80.4M 1,867,253 -75,000 -4%
DAM
25
Davis Asset Management
California
$64.6M 1,500,000 – –
1
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