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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 %
FWM
251
Focused Wealth Management
New York
$74K +$252 +8 +0.3%
BCV
252
Banque Cantonale Vaudoise
Switzerland
$72K – – –
HCM
253
Highlander Capital Management
New Jersey
$63K – – –
CWP
254
Concord Wealth Partners
Virginia
$63K +$63K +2,000 New
AIM
255
Anchor Investment Management
South Carolina
$62.9K -$5.63K -179 -8%
US Bancorp
256
US Bancorp
Minnesota
$58K +$4.7K +150 +9%
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$57K -$3.13K -100 -5%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$55K +$55K +1,745 New
SO
259
STRS Ohio
Ohio
$50K +$50K +1,598 New
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$46K – – –
SAM
261
Shell Asset Management
Netherlands
$41K +$41K +1,319 New
DOA
262
D'Orazio & Associates
Virginia
$32K +$282 +9 +0.9%
WT
263
Washington Trust
Rhode Island
$31K – – –
CCC
264
Crescent Capital Consulting
Louisiana
$31K +$31K +1,000 New
ASN
265
Advisory Services Network
Georgia
$25K +$94 +3 +0.4%
EWA
266
Evolution Wealth Advisors
Florida
$23K +$23K +730 New
GWM
267
Geneos Wealth Management
Colorado
$22K +$327 +9 +2%
TRCT
268
Tower Research Capital (TRC)
New York
$19K -$16.9K -544 -47%
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$19K -$599 -19 -3%
HFM
270
Harvest Fund Management
China
$18K +$18K +583 New
HCP
271
Hexagon Capital Partners
Arkansas
$17K – – –
TSW
272
Thompson Siegel & Walmsley
Virginia
$13K – – –
BFEC
273
Benjamin F. Edwards & Company
Missouri
$9K -$1.81K -57 -17%
TFGT
274
TS Financial Group (TSFG)
Illinois
$9K – – –
EDRH
275
Edmond de Rothschild Holding
Switzerland
$8K – – –
9 10
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