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Carlyle Group
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Overview Fund Activity

290 hedge funds and large institutions have $3.93B invested in Carlyle Group in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 98 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+29
Holders Change %
+11.11%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
64
Increased
98
Reduced
87
Closed
34
Calls
$96M
Puts
$16.6M
Net Calls
+$79.4M
Net Calls Change
-$4.49M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$72.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
$479M
3
Millennium Management
Millennium Management
New York
$40.2M
4
Morgan Stanley
Morgan Stanley
New York
$352M
5
SC
Samlyn Capital
New York
$36.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$286M
2
AIM
Artemis Investment Management
United Kingdom
$0
3
Neuberger Berman Group
Neuberger Berman Group
New York
$50.3M
4
SSA
Schonfeld Strategic Advisors
New York
$14.4M
5
Bank of America
Bank of America
North Carolina
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
226
Envestnet Asset Management
Illinois
$223K +$223K +7,109 New
KWM
227
Keebeck Wealth Management
Illinois
$222K +$222K +7,057 New
CFGS
228
Concourse Financial Group Securities
Alabama
$220K +$8.49K +270 +4%
SFSIG
229
San Francisco Sentry Investment Group
California
$220K +$17.3K +550 +9%
WJWM
230
Williams Jones Wealth Management
New York
$218K +$218K +6,933 New
Manulife (Manufacturers Life Insurance)
231
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$217K +$217K +6,916 New
PAG
232
Private Advisor Group
New Jersey
$205K +$205K +6,516 New
LNC
233
Lincoln National Corp
Pennsylvania
$203K +$203K +6,473 New
RG
234
Rathbones Group
United Kingdom
$202K +$202K +6,430 New
SOAMC
235
Spirit of America Management Corp
New York
$190K -$62.8K -2,000 -25%
HIA
236
Harbor Investment Advisory
Maryland
$163K +$6.27K +200 +4%
FMT
237
First Mercantile Trust
Tennessee
$160K -$13.2K -420 -8%
USGIU
238
U.S. Global Investors (USGI)
Texas
$141K – – –
LGA
239
Lebenthal Global Advisors
New York
$120K +$120K +3,847 New
SSB
240
Sandy Spring Bank
Maryland
$116K – – –
LS
241
Livforsakringsbolaget Skandia
Sweden
$113K – – –
IAIM
242
International Assets Investment Management
Florida
$107K +$107K +3,390 New
WEC
243
Winslow Evans & Crocker
Massachusetts
$94K – – –
MLICM
244
Metropolitan Life Insurance Company (MetLife)
New York
$92K -$1.26K -40 -1%
First Manhattan
245
First Manhattan
New York
$86K – – –
FDCDDQ
246
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.1K +$26.5K +844 +47%
BWA
247
BDO Wealth Advisors
Florida
$80K – – –
VFA
248
Valeo Financial Advisors
Indiana
$79K -$915 -29 -1%
CAM
249
Cacti Asset Management
Georgia
$79K – – –
CFN
250
Cordasco Financial Network
Florida
$75K +$658 +21 +0.9%
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