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Carlyle Group
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Overview Fund Activity

152 hedge funds and large institutions have $838M invested in Carlyle Group in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 19 closing their positions.

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
57
Reduced
46
Closed
19
Calls
$13.5M
Puts
$6.51M
Net Calls
+$6.95M
Net Calls Change
-$4.75M

Top Buyers

1
BI
1
Bramshill Investments
Florida
$14.7M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$94.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$30.2M
4
UBS Group
4
UBS Group
Switzerland
$29.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$16M

Top Sellers

1
N
1
Natixis
France
$14.7M
2
PGH
2
Partners Group Holding
Switzerland
$10.1M
3
HCS
3
Harvest Capital Strategies
California
$0
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$0
5
AIM
5
Artemis Investment Management
United Kingdom
$47.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AAMU
26
Amundi Asset Management US
Massachusetts
$6.27M 342,913 -37,918 -10%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$5.95M 325,299 +248,091 +321%
OC
28
Oppenheimer & Co
New York
$4.98M 272,281 +132,543 +95%
Invesco
29
Invesco
Georgia
$3.81M 208,366 -32,363 -13%
WSTAM
30
Wilbanks Smith & Thomas Asset Management
Virginia
$3.8M 207,917 +7,852 +4%
SCM
31
SOL Capital Management
Maryland
$3.47M 189,600 +16,600 +10%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$3.2M 175,163 +48,279 +38%
AA
33
ALPS Advisors
Colorado
$2.91M 159,100 -13,000 -8%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$2.82M 154,160 +90,574 +142%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$2.78M 151,901 +6,191 +4%
TYCC
36
Texas Yale Capital Corp
Florida
$2.63M 143,800 +71,900 +100%
DnB Asset Management
37
DnB Asset Management
Norway
$2.5M 136,900 -2,300 -2%
Stifel Financial
38
Stifel Financial
Missouri
$2.44M 133,958 +40,666 +44%
HAI
39
Hennessy Advisors Inc
California
$2.4M 131,300 -10,200 -7%
RA
40
Royce & Associates
New York
$2.4M 131,200 -24,500 -16%
IG
41
ING Group
Netherlands
$2.4M 131,051 +131,051 New
Walleye Trading
42
Walleye Trading
New York
$2.15M 117,474 +58,928 +101%
SIA
43
Sit Investment Associates
Minnesota
$1.96M 107,325 – –
PI
44
PEAK6 Investments
Illinois
$1.92M 104,991 +73,447 +233%
MCM
45
McKinley Capital Management
Alaska
$1.79M 97,649 -1,031 -1%
UCFA
46
United Capital Financial Advisors
Texas
$1.73M 94,677 -5,748 -6%
CBA
47
Coastal Bridge Advisors
Connecticut
$1.73M 94,610 -1,416 -1%
SC
48
Slow Capital
California
$1.71M 93,474 -1,675 -2%
Geode Capital Management
49
Geode Capital Management
Massachusetts
$1.65M 90,254 +1,050 +1%
CWG
50
Cornerstone Wealth Group
North Carolina
$1.39M 76,081 +76,081 New
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