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Carlyle Group
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Overview Fund Activity

92 hedge funds and large institutions have $755M invested in Carlyle Group in 2013 Q2 according to their latest regulatory filings, with 92 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+92
Holders Change %
–
% of All Funds
3%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.13%
New
92
Increased
–
Reduced
–
Closed
–
Calls
$2.06M
Puts
$3.54M
Net Calls
-$1.48M
Net Calls Change
-$1.48M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
51
Private Wealth Partners
California
$1.03M +$1.03M +40,000 New
MMEA
52
Mark Morris et al
$892K +$892K +34,800 New
SNC
53
Stifel Nicolaus & Co
Missouri
$728K +$728K +28,410 New
ACM
54
Ashford Capital Management
Delaware
$721K +$721K +28,150 New
CMANY
55
Capital Management Associates (New York)
New York
$685K +$685K +26,740 New
SIC
56
Salem Investment Counselors
North Carolina
$653K +$653K +25,475 New
VAM
57
Visium Asset Management
New York
$646K +$646K +25,125 New
JPMIA
58
J.P. Marvel Investment Advisors
Massachusetts
$607K +$607K +23,697 New
Bank of New York Mellon
59
Bank of New York Mellon
New York
$579K +$579K +22,607 New
AWCI
60
Alpine Woods Capital Investors
New York
$513K +$513K +20,000 New
MG
61
Markel Group
Virginia
$513K +$513K +20,000 New
RJA
62
Raymond James & Associates
Florida
$454K +$454K +17,700 New
FMA
63
Fiduciary Management Associates
Illinois
$431K +$431K +16,770 New
UCFA
64
United Capital Financial Advisors
Texas
$431K +$431K +16,800 New
BAS
65
Brown Advisory Securities
Maryland
$359K +$359K +14,000 New
GCP
66
GSA Capital Partners
United Kingdom
$351K +$351K +13,700 New
Brown Advisory
67
Brown Advisory
Maryland
$342K +$342K +13,350 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$275K +$275K +10,674 New
TFCP
69
Twin Focus Capital Partners
Massachusetts
$256K +$256K +10,000 New
MCM
70
McGlinn Capital Management
Pennsylvania
$256K +$256K +10,000 New
FSA
71
Franklin Street Advisors
North Carolina
$256K +$256K +10,000 New
BA
72
Boston Advisors
Massachusetts
$213K +$213K +8,328 New
PA
73
Pinnacle Associates
New York
$204K +$204K +7,977 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$180K +$180K +7,035 New
CBOA
75
Commonwealth Bank of Australia
Australia
$164K +$164K +6,400 New
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