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Carlyle Group
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Overview Fund Activity

96 hedge funds and large institutions have $1.09B invested in Carlyle Group in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 21 closing their positions.

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
27
Increased
31
Reduced
21
Closed
21
Calls
$3.11M
Puts
$15.5M
Net Calls
-$12.4M
Net Calls Change
-$11.3M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$108M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$145M
3
CS
3
Credit Suisse
Switzerland
$34.3M
4
FAM
4
Fred Alger Management
New York
$11.3M
5
FPP
5
Findlay Park Partners
United Kingdom
$41M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$20.1M
2
JCP
2
Jabre Capital Partners
Switzerland
$0
3
Citigroup
3
Citigroup
New York
$11.7M
4
HI
4
Honeywell International
North Carolina
$16.6M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GOCM
26
Grey Owl Capital Management
Virginia
$7.12M 200,000 +200,000 New
MG
27
Markel Group
Virginia
$6.98M 196,000 +61,000 +45%
U
28
UBS
Switzerland
$6.92M 194,282 -49,505 -20%
PAM
29
Panagora Asset Management
Massachusetts
$6.8M 190,798 -5,728 -3%
Bank of America
30
Bank of America
North Carolina
$6.7M 188,072 +26,641 +17%
Federated Hermes
31
Federated Hermes
Pennsylvania
$6.57M 184,529 -21,239 -10%
ECA
32
Endeavour Capital Advisors
Connecticut
$6.35M 178,237 +152,630 +596%
NVIM
33
New Vernon Investment Management
Illinois
$5.52M 155,030 +155,030 New
AII
34
AGF Investments Inc
Ontario, Canada
$5.06M 141,800 +141,800 New
VOYA Investment Management
35
VOYA Investment Management
Georgia
$4.62M 129,750 +129,750 New
BHA
36
Beech Hill Advisors
New York
$4.53M 127,190 -69,890 -35%
AFG
37
American Financial Group
Ohio
$3.18M 89,300 – –
Ameriprise
38
Ameriprise
Minnesota
$3.08M 86,405 +85,705 +12,244%
SRCM
39
Swift Run Capital Management
Virginia
$2.69M 75,600 +75,600 New
RAM
40
Ramsey Asset Management
Virginia
$2.46M 69,170 – –
ST
41
Spot Trading
Illinois
$2.36M 66,214 +7,873 +13%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$2.01M 56,454 +35,605 +171%
UCFA
43
United Capital Financial Advisors
Texas
$1.92M 53,920 +9,620 +22%
JAM
44
Jupiter Asset Management
United Kingdom
$1.78M 50,000 +50,000 New
Wells Fargo
45
Wells Fargo
California
$1.56M 43,833 +3,155 +8%
BCM
46
Beck Capital Management
Texas
$1.46M 40,900 +40,900 New
VNA
47
VNBTrust National Association
Virginia
$1.41M 39,500 -79,500 -67%
BCM
48
BlueMar Capital Management
Florida
$1.38M 38,700 +38,700 New
WT
49
Whittier Trust
California
$1.37M 38,355 +38,355 New
Brown Advisory
50
Brown Advisory
Maryland
$1.35M 37,750 +2,000 +6%
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