CG icon

Carlyle Group
CG

Overview Fund Activity

261 hedge funds and large institutions have $2.89B invested in Carlyle Group in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 87 increasing their positions, 86 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
47
Increased
87
Reduced
86
Closed
32
Calls
$109M
Puts
$24.7M
Net Calls
+$83.9M
Net Calls Change
-$51.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$246M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$134M
3
Norges Bank
3
Norges Bank
Norway
$23.7M
4
Deutsche Bank
4
Deutsche Bank
Germany
$28.7M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$23.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.1M
2
AIM
2
Artemis Investment Management
United Kingdom
$14.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$340M
4
BlackRock
4
BlackRock
New York
$161M
5
BAMCO Inc
5
BAMCO Inc
New York
$67.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
26
Artemis Investment Management
United Kingdom
$14.2M -$20M -812,851 -59%
SEI Investments
27
SEI Investments
Pennsylvania
$14M -$870K -35,247 -6%
UBS Group
28
UBS Group
Switzerland
$13.1M -$906K -36,711 -6%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$13M -$28K -1,133 -0.2%
Charles Schwab
30
Charles Schwab
California
$11.8M -$567K -22,991 -5%
UBS AM
31
UBS AM
Illinois
$11.6M +$5.66M +229,407 +96%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$11.4M +$4.13M +167,286 +57%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$10.7M +$1.26M +51,204 +13%
Wells Fargo
34
Wells Fargo
California
$9.7M -$987K -39,996 -9%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$9.53M +$630K +25,540 +7%
GC
36
Gillson Capital
Illinois
$9.46M +$9.46M +383,248 New
PFMOSF
37
Philadelphia Financial Management of San Francisco
California
$9.03M +$2.39M +96,986 +36%
SIG
38
Sargent Investment Group
Maryland
$8.99M -$857K -34,753 -9%
Macquarie Group
39
Macquarie Group
Australia
$6.97M -$94.1K -3,813 -1%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$6.59M +$75.2K +3,049 +1%
OC
41
Oppenheimer & Co
New York
$6.47M +$295K +11,944 +5%
Allianz Asset Management
42
Allianz Asset Management
Germany
$6.01M -$3.88M -157,224 -39%
Citigroup
43
Citigroup
New York
$6M +$2.3M +93,303 +62%
ClearBridge Investments
44
ClearBridge Investments
New York
$5.98M -$3.74M -151,560 -38%
FCM
45
Frontier Capital Management
Massachusetts
$5.67M -$483K -19,564 -8%
Janus Henderson Group
46
Janus Henderson Group
United Kingdom
$5.57M +$5.3M +214,859 +1,979%
N
47
Natixis
France
$5.41M +$5.41M +219,100 New
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$5.34M +$92.4K +3,745 +2%
MVP
49
Miller Value Partners
Florida
$4.76M -$666K -27,000 -12%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$4.08M -$78.9K -3,200 -2%
1
2
3 4 5