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Carlyle Group
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Overview Fund Activity

168 hedge funds and large institutions have $1.01B invested in Carlyle Group in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 18 closing their positions.

Holders
168
Holders Change
+7
Holders Change %
+4.35%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
26
Increased
57
Reduced
45
Closed
18
Calls
$16.3M
Puts
$5.86M
Net Calls
+$10.4M
Net Calls Change
+$7.86M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$18.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$18.9M
4
AIM
4
Artemis Investment Management
United Kingdom
$82.3M
5
Jane Street
5
Jane Street
New York
$7.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.31M
2
CFM
2
Coronation Fund Managers
South Africa
$11.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
IG
4
ING Group
Netherlands
$0
5
JIR
5
James Investment Research
Ohio
$1.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$8.31M 368,582 -222,771 -38%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$8.3M 368,037 +113,727 +45%
Jane Street
28
Jane Street
New York
$7.8M 345,684 +345,684 New
Renaissance Technologies
29
Renaissance Technologies
New York
$6.99M 310,000 -2,300 -0.7%
LCP
30
LGT Capital Partners
Switzerland
$6.54M 290,000 -10,000 -3%
RJA
31
Raymond James & Associates
Florida
$6.51M 288,796 +15,692 +6%
N
32
Natixis
France
$6.1M 270,500 +129,900 +92%
Goldman Sachs
33
Goldman Sachs
New York
$4.96M 219,775 -57,612 -21%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$4.78M 212,086 +19,230 +10%
WSTAM
35
Wilbanks Smith & Thomas Asset Management
Virginia
$4.59M 203,724 +29,084 +17%
Invesco
36
Invesco
Georgia
$4.56M 202,274 +1,483 +0.7%
BI
37
Bramshill Investments
Florida
$4.28M 189,694 -10,880 -5%
AA
38
ALPS Advisors
Colorado
$4.2M 186,175 -37,164 -17%
WMSA
39
Weiss Multi-Strategy Advisers
New York
$3.95M 175,000 +175,000 New
DnB Asset Management
40
DnB Asset Management
Norway
$3.93M 174,400 +40,100 +30%
SCM
41
SOL Capital Management
Maryland
$3.73M 165,500 +1,000 +0.6%
RA
42
Royce & Associates
New York
$3.7M 164,000 – –
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$3.57M 158,249 -16,974 -10%
HAI
44
Hennessy Advisors Inc
California
$3.54M 156,900 -5,100 -3%
PI
45
PineBridge Investments
New York
$3.47M 153,829 +125,071 +435%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$3.03M 134,440 -17,401 -11%
OC
47
Oppenheimer & Co
New York
$2.83M 125,297 +33,908 +37%
CS
48
Credit Suisse
Switzerland
$2.63M 116,462 +16,224 +16%
UCFA
49
United Capital Financial Advisors
Texas
$2.54M 112,425 -11,500 -9%
CBA
50
Coastal Bridge Advisors
Connecticut
$2.32M 102,824 +2,658 +3%
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