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Carlyle Group
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Overview Fund Activity

261 hedge funds and large institutions have $2.89B invested in Carlyle Group in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 87 increasing their positions, 86 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
47
Increased
87
Reduced
86
Closed
32
Calls
$109M
Puts
$24.7M
Net Calls
+$83.9M
Net Calls Change
-$51.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$246M
2
Alkeon Capital Management
Alkeon Capital Management
New York
$134M
3
Norges Bank
Norges Bank
Norway
$23.7M
4
Deutsche Bank
Deutsche Bank
Germany
$28.7M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$23.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$30.1M
2
AIM
Artemis Investment Management
United Kingdom
$14.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$340M
4
BlackRock
BlackRock
New York
$161M
5
BAMCO Inc
BAMCO Inc
New York
$67.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
251
TS Financial Group (TSFG)
Illinois
$7K – – –
EDRH
252
Edmond de Rothschild Holding
Switzerland
$6K – – –
APA
253
American Portfolios Advisors
New York
$5.67K – – –
CSPIA
254
Cary Street Partners Investment Advisory
Virginia
$5K +$5K +200 New
FFA
255
Founders Financial Alliance
North Carolina
$5K +$5K +200 New
GRP
256
Global Retirement Partners
California
$4K +$23 +1 +0.6%
CWC
257
Carolinas Wealth Consulting
North Carolina
$3K – – –
PFGIA
258
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$2.58K -129 -56%
PA
259
Parallel Advisors
California
$2K -$74 -3 -4%
BWM
260
BerganKDV Wealth Management
Minnesota
$1K -$2.08K -104 -68%
LFG
261
Larson Financial Group
Missouri
$1K – – –
MCM
262
Moore Capital Management
New York
– -$8.54M -306,137 Closed
MSV
263
MN Services Vermogensbeheer
Netherlands
– -$3.31M -118,700 Closed
LG
264
Leuthold Group
Minnesota
– -$2.97M -106,448 Closed
AA
265
ALPS Advisors
Colorado
– -$2.37M -84,800 Closed
KC
266
Kingfisher Capital
North Carolina
– -$2M -71,730 Closed
BGIM
267
Brandywine Global Investment Management
Pennsylvania
– -$1.38M -49,450 Closed
CG
268
Colony Group
Massachusetts
– -$1.18M -42,372 Closed
Korea Investment Corp
269
Korea Investment Corp
South Korea
– -$999K -35,800 Closed
CC
270
Cipher Capital
New York
– -$708K -25,370 Closed
Wellington Management Group
271
Wellington Management Group
Massachusetts
– -$478K -17,144 Closed
BIM
272
Bogle Investment Management
Massachusetts
– -$343K -12,300 Closed
AWM
273
Avitas Wealth Management
California
– -$291K -10,442 Closed
PH
274
Pinnacle Holdings
Oklahoma
– -$280K -10,035 Closed
Verition Fund Management
275
Verition Fund Management
Connecticut
– -$278K -9,951 Closed
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