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Carlyle Group
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Overview Fund Activity

113 hedge funds and large institutions have $1.38B invested in Carlyle Group in 2014 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 13 closing their positions.

Holders
113
Holders Change
+17
Holders Change %
+17.71%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
30
Increased
46
Reduced
17
Closed
13
Calls
$5.88M
Puts
$7.97M
Net Calls
-$2.09M
Net Calls Change
+$10.3M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$225M
3
CS
3
Credit Suisse
Switzerland
$90.3M
4
PI
4
Putnam Investments
Massachusetts
$137M
5
Deutsche Bank
5
Deutsche Bank
Germany
$46.6M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$0
2
FPP
2
Findlay Park Partners
United Kingdom
$9.66M
3
LPLP
3
Lansdowne Partners Limited Partnership
United Kingdom
$31.5M
4
EGM
4
Espalier Global Management
New York
$0
5
ZDA
5
Zweig-DiMenna Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EIA
26
Edgemoor Investment Advisors
Maryland
$7.96M +$750K +21,340 +10%
MG
27
Markel Group
Virginia
$7.84M +$949K +27,000 +14%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$7.41M -$109K -3,100 -1%
WBG
29
Wharton Business Group
Pennsylvania
$7.08M +$7.08M +201,325 New
GOCM
30
Grey Owl Capital Management
Virginia
$7.03M – – –
SRCM
31
Swift Run Capital Management
Virginia
$6.93M +$4.27M +121,500 +161%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$5.9M +$1.34M +38,199 +29%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$5.48M -$3.39M -96,400 -38%
U
34
UBS
Switzerland
$5.45M -$1.37M -39,106 -20%
NVIM
35
New Vernon Investment Management
Illinois
$5.45M – – –
JCP
36
Jabre Capital Partners
Switzerland
$5.32M +$5.32M +165,000 New
AII
37
AGF Investments Inc
Ontario, Canada
$4.98M – – –
BHA
38
Beech Hill Advisors
New York
$4.54M +$74.7K +2,125 +2%
Goldman Sachs
39
Goldman Sachs
New York
$4.43M +$3.28M +93,448 +286%
Federated Hermes
40
Federated Hermes
Pennsylvania
$4.26M -$2.23M -63,330 -34%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$3.88M +$3.88M +116,400 New
Macquarie Group
42
Macquarie Group
Australia
$3.17M +$3.17M +90,300 New
AFG
43
American Financial Group
Ohio
$3.14M – – –
UCFA
44
United Capital Financial Advisors
Texas
$2.99M +$1.09M +31,075 +58%
AIU
45
Algebris Investments (UK)
United Kingdom
$2.59M +$1.59M +45,300 +159%
RAM
46
Ramsey Asset Management
Virginia
$2.43M – – –
UOC
47
UBS O'Connor
Illinois
$2.11M +$2.11M +60,000 New
Ameriprise
48
Ameriprise
Minnesota
$2.08M -$960K -27,330 -32%
Brown Advisory
49
Brown Advisory
Maryland
$2.03M +$703K +20,000 +53%
PWP
50
Private Wealth Partners
California
$1.96M +$769K +21,900 +64%
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