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Carlyle Group
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Overview Fund Activity

108 hedge funds and large institutions have $1.08B invested in Carlyle Group in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 23 closing their positions.

Holders
108
Holders Change
-1
Holders Change %
-0.92%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
25
Increased
35
Reduced
31
Closed
23
Calls
$4.34M
Puts
$13.5M
Net Calls
-$9.11M
Net Calls Change
-$9.65M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$91.1M
2
Deutsche Bank
2
Deutsche Bank
Germany
$44.2M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$13.8M
4
IG
4
ING Group
Netherlands
$25.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.2M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
PI
2
Putnam Investments
Massachusetts
$35.6M
3
PIM
3
Perkins Investment Management
Illinois
$34.3M
4
BMO
4
Beck Mack & Oliver
New York
$18.4M
5
CS
5
Credit Suisse
Switzerland
$58M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
26
VOYA Investment Management
Georgia
$5.45M -$8.22K -299 -0.2%
EIA
27
Edgemoor Investment Advisors
Maryland
$5.38M -$955K -34,708 -15%
PGH
28
Partners Group Holding
Switzerland
$5.26M -$825K -30,000 -14%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$5.12M +$1.76M +63,845 +52%
SG Americas Securities
30
SG Americas Securities
New York
$4.92M +$2.37M +86,116 +93%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$4.15M +$3.08M +111,988 +287%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$4.15M +$4.07M +147,935 +4,849%
BHA
33
Beech Hill Advisors
New York
$3.95M -$85.9K -3,125 -2%
UCFA
34
United Capital Financial Advisors
Texas
$3.9M +$499K +18,140 +15%
AII
35
AGF Investments Inc
Ontario, Canada
$3.9M – – –
Renaissance Technologies
36
Renaissance Technologies
New York
$3.75M -$1.98M -72,100 -35%
Macquarie Group
37
Macquarie Group
Australia
$3.69M +$1.02M +37,000 +38%
Wells Fargo
38
Wells Fargo
California
$3.46M -$973K -35,369 -22%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$3.07M – – –
Alyeska Investment Group
40
Alyeska Investment Group
Illinois
$2.98M +$1.28M +46,547 +75%
SRCM
41
Swift Run Capital Management
Virginia
$2.73M -$4.49M -163,266 -62%
Goldman Sachs
42
Goldman Sachs
New York
$2.44M +$656K +23,859 +37%
KIA
43
KCM Investment Advisors
California
$2.27M +$247K +8,986 +12%
Legal & General Group
44
Legal & General Group
United Kingdom
$2.1M +$720K +26,209 +52%
Barclays
45
Barclays
United Kingdom
$2M +$990K +36,660 +98%
SCM
46
SOL Capital Management
Maryland
$1.97M +$838K +30,485 +74%
RAM
47
Ramsey Asset Management
Virginia
$1.9M – – –
IA
48
Investor AB
Sweden
$1.79M +$330K +12,000 +23%
CHAM
49
Clear Harbor Asset Management
Connecticut
$1.74M +$1.74M +63,200 New
AIP
50
Ameritas Investment Partners
Nebraska
$1.65M +$1.65M +59,900 New
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