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Carlyle Group
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Overview Fund Activity

195 hedge funds and large institutions have $1.78B invested in Carlyle Group in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 48 closing their positions.

Holders
195
Holders Change
+21
Holders Change %
+12.07%
% of All Funds
4.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
71
Increased
50
Reduced
49
Closed
48
Calls
$53.1M
Puts
$9.13M
Net Calls
+$44M
Net Calls Change
+$19.5M

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$543M
2
Capital World Investors
2
Capital World Investors
California
$114M
3
JSP
3
Jackson Square Partners
California
$73.5M
4
Millennium Management
4
Millennium Management
New York
$42.1M
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$117M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$145M
2
Invesco
2
Invesco
Georgia
$13.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.82M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$14.1M
5
UBS Group
5
UBS Group
Switzerland
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
RIM
226
Regent Investment Management
Kentucky
– – -8,196 Closed
NA
227
Navellier & Associates
Nevada
– – -8,000 Closed
KA
228
Kovack Advisors
Florida
– – -7,807 Closed
SW
229
SVB Wealth
Massachusetts
– – -7,189 Closed
FG
230
Fiduciary Group
Georgia
– – -7,000 Closed
LCS
231
Levin Capital Strategies
New York
– – -7,000 Closed
FCM
232
FJ Capital Management
Virginia
– – -7,000 Closed
GCP
233
GSA Capital Partners
United Kingdom
– – -6,969 Closed
FAAS
234
First Allied Advisory Services
California
– – -6,802 Closed
MMA
235
Miracle Mile Advisors
California
– – -6,650 Closed
BOTW
236
Bank of the West
California
– – -6,636 Closed
MC
237
Moors & Cabot
Massachusetts
– – -6,528 Closed
WCA
238
Westover Capital Advisors
Delaware
– – -6,500 Closed
UFF
239
USA Financial Formulas
Michigan
– – -5,240 Closed
SM
240
SG3 Management
Puerto Rico
– – -2,700 Closed
BL
241
Balentine LLC
Georgia
– – -2,400 Closed
RIA
242
Realta Investment Advisors
Delaware
– – -2,055 Closed
SL
243
Salomon & Ludwin
Virginia
– – -648 Closed
CLOS
244
Compagnie Lombard Odier SCmA
Switzerland
– – – –
MCM
245
Maltese Capital Management
New York
– – – –
Fidelity Investments
246
Fidelity Investments
Massachusetts
$0 1 – –
Wolverine Trading
247
Wolverine Trading
Illinois
– – – –
Hudson Bay Capital Management
248
Hudson Bay Capital Management
Connecticut
– – – –
Twin Tree Management
249
Twin Tree Management
Texas
– – – –
6 7 8 9
10