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Carlyle Group

316 hedge funds and large institutions have $4.8B invested in Carlyle Group in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+26
Holders Change %
+8.97%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
57
Increased
91
Reduced
113
Closed
30
Calls
$71.9M
Puts
$10.7M
Net Calls
+$61.1M
Net Calls Change
-$18.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MC
251
Moors & Cabot
Massachusetts
$221K +$221K +6,028 New
SWM
252
Spire Wealth Management
Virginia
$219K +$219K +5,948 New
DTL
253
Dynamic Technology Lab
Singapore
$216K +$216K +5,865 New
BWM
254
BigSur Wealth Management
Florida
$214K +$214K +5,822 New
WIA
255
Westbourne Investment Advisors
Maryland
$213K +$213K +5,800 New
Jane Street
256
Jane Street
New York
$211K -$23.5M -637,187 -99%
CFGS
257
Concourse Financial Group Securities
Alabama
$203K -$54K -1,470 -21%
WSC
258
Wellington Shields & Co
New York
$201K +$201K +5,476 New
Simplex Trading
259
Simplex Trading
Illinois
$193K +$193K +5,260 New
HIA
260
Harbor Investment Advisory
Maryland
$191K
FCA
261
FinTrust Capital Advisors
South Carolina
$184K +$184K +5,000 New
FMT
262
First Mercantile Trust
Tennessee
$181K -$6.55K -178 -3%
FC
263
FORA Capital
Florida
$179K -$389K -10,562 -68%
LS
264
Livforsakringsbolaget Skandia
Sweden
$132K
SSB
265
Sandy Spring Bank
Maryland
$125K -$10.7K -290 -8%
PAM
266
Panagora Asset Management
Massachusetts
$122K +$122K +3,307 New
MLICM
267
Metropolitan Life Insurance Company (MetLife)
New York
$109K +$1.73K +47 +2%
IAIM
268
International Assets Investment Management
Florida
$107K
WWM
269
Wagner Wealth Management
South Carolina
$106K +$106K +2,887 New
First Manhattan
270
First Manhattan
New York
$99K -$1.83K -50 -2%
CAM
271
Cacti Asset Management
Georgia
$92K
CFN
272
Cordasco Financial Network
Florida
$89K +$591 +16 +0.7%
FWM
273
Focused Wealth Management
New York
$87K +$222 +6 +0.3%
BCV
274
Banque Cantonale Vaudoise
Switzerland
$85K
HFM
275
Harvest Fund Management
China
$85K +$63.6K +1,732 +297%