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Carlyle Group
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Overview Fund Activity

195 hedge funds and large institutions have $1.78B invested in Carlyle Group in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 48 closing their positions.

Holders
195
Holders Change
+21
Holders Change %
+12.07%
% of All Funds
4.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
71
Increased
50
Reduced
49
Closed
48
Calls
$53.1M
Puts
$9.13M
Net Calls
+$44M
Net Calls Change
+$19.5M

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$543M
2
Capital World Investors
2
Capital World Investors
California
$114M
3
JSP
3
Jackson Square Partners
California
$73.5M
4
Millennium Management
4
Millennium Management
New York
$42.1M
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$117M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$145M
2
Invesco
2
Invesco
Georgia
$13.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.82M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$14.1M
5
UBS Group
5
UBS Group
Switzerland
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
26
Credit Suisse
Switzerland
$9.35M 431,697 -946,157 -69%
PGH
27
Partners Group Holding
Switzerland
$9.25M 427,136 +427,136 New
ECM
28
ExodusPoint Capital Management
New York
$8.9M 410,993 +410,993 New
MVP
29
Miller Value Partners
Florida
$8.33M 384,900 -193,000 -33%
Allianz Asset Management
30
Allianz Asset Management
Germany
$8.26M 381,696 +381,696 New
Wells Fargo
31
Wells Fargo
California
$8.02M 370,596 -95,132 -20%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$8.02M 370,504 +70,883 +24%
RJA
33
Raymond James & Associates
Florida
$7.88M 363,882 -119,982 -25%
OC
34
Oppenheimer & Co
New York
$7.67M 354,125 +67,438 +24%
SSA
35
Schonfeld Strategic Advisors
New York
$7.52M 347,445 +347,445 New
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$7.08M 327,201 +264,301 +420%
PFMOSF
37
Philadelphia Financial Management of San Francisco
California
$7M 323,239 -60,129 -16%
AAMU
38
Amundi Asset Management US
Massachusetts
$6.44M 297,610 +297,610 New
Macquarie Group
39
Macquarie Group
Australia
$6.43M 297,030 +297,030 New
ClearBridge Investments
40
ClearBridge Investments
New York
$5.85M 270,040 -71,650 -21%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$5.45M 251,730 -8,683 -3%
Robeco Institutional Asset Management
42
Robeco Institutional Asset Management
Netherlands
$5.41M 250,000 -50,000 -17%
Geode Capital Management
43
Geode Capital Management
Massachusetts
$5.29M 244,521 +154,127 +171%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$4.29M 193,721 +184,310 +1,958%
COLIM
45
City of London Investment Management
United Kingdom
$4.02M 185,584 +185,584 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$3.82M 189,018 -2,599,104 -93%
M&T Bank
47
M&T Bank
New York
$3.79M 174,943 +157,943 +929%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$3.51M 162,249 -20,671 -11%
PP
49
Paloma Partners
Connecticut
$3.35M 154,500 +154,500 New
SCM
50
SOL Capital Management
Maryland
$3.3M 152,600 -4,400 -3%
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