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Carlyle Group
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Overview Fund Activity

246 hedge funds and large institutions have $3.18B invested in Carlyle Group in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+51
Holders Change %
+26.15%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
89
Increased
61
Reduced
63
Closed
35
Calls
$164M
Puts
$29.5M
Net Calls
+$135M
Net Calls Change
+$91M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$405M
2
Capital World Investors
Capital World Investors
California
$352M
3
BlackRock
BlackRock
New York
$195M
4
State Street
State Street
Massachusetts
$65M
5
Bessemer Group
Bessemer Group
New Jersey
$56.5M

Top Sellers

1
Alkeon Capital Management
Alkeon Capital Management
New York
$105M
2
Millennium Management
Millennium Management
New York
$0
3
AIM
Artemis Investment Management
United Kingdom
$38.8M
4
N
Natixis
France
$0
5
VVP
Vulcan Value Partners
Alabama
$678M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$46K – – –
SAM
227
Shell Asset Management
Netherlands
$40K +$40K +1,418 New
TRCT
228
Tower Research Capital (TRC)
New York
$28K -$175K -6,203 -86%
DOA
229
D'Orazio & Associates
Virginia
$28K +$279 +10 +1%
WT
230
Washington Trust
Rhode Island
$27K – – –
SIAS
231
Shine Investment Advisory Services
Colorado
$27K +$27K +953 New
GWM
232
Geneos Wealth Management
Colorado
$21K -$51.1K -1,994 -71%
FHA
233
Flagship Harbor Advisors
Massachusetts
$16K +$108 +4 +0.7%
TSW
234
Thompson Siegel & Walmsley
Virginia
$11K – – –
BFEC
235
Benjamin F. Edwards & Company
Missouri
$9K – – –
MRCM
236
M&R Capital Management
New Jersey
$8K – – –
TFGT
237
TS Financial Group (TSFG)
Illinois
$8K – – –
EWM
238
Edge Wealth Management
New York
$8K – – –
EDRH
239
Edmond de Rothschild Holding
Switzerland
$7K – – –
APA
240
American Portfolios Advisors
New York
$6.42K – – –
PFGIA
241
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$26 +1 +0.4%
GRP
242
Global Retirement Partners
California
$5K +$58 +2 +1%
BWM
243
BerganKDV Wealth Management
Minnesota
$4K – – –
VFA
244
Valeo Financial Advisors
Indiana
$3K +$1.94K +62 +182%
CWC
245
Carolinas Wealth Consulting
North Carolina
$3K +$3K +107 New
PA
246
Parallel Advisors
California
$2K +$95 +4 +5%
LFG
247
Larson Financial Group
Missouri
$1K – – –
Millennium Management
248
Millennium Management
New York
– -$42.1M -1,946,827 Closed
N
249
Natixis
France
– -$22.3M -1,028,600 Closed
HF
250
HRT Financial
New York
– -$12.2M -565,511 Closed
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