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Carlyle Group
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Overview Fund Activity

113 hedge funds and large institutions have $1.38B invested in Carlyle Group in 2014 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 13 closing their positions.

Holders
113
Holders Change
+17
Holders Change %
+17.71%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
30
Increased
46
Reduced
17
Closed
13
Calls
$5.88M
Puts
$7.97M
Net Calls
-$2.09M
Net Calls Change
+$10.3M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$225M
3
CS
3
Credit Suisse
Switzerland
$90.3M
4
PI
4
Putnam Investments
Massachusetts
$137M
5
Deutsche Bank
5
Deutsche Bank
Germany
$46.6M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$0
2
FPP
2
Findlay Park Partners
United Kingdom
$9.66M
3
LPLP
3
Lansdowne Partners Limited Partnership
United Kingdom
$31.5M
4
EGM
4
Espalier Global Management
New York
$0
5
ZDA
5
Zweig-DiMenna Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$1.78M +$237K +6,755 +15%
WMSA
52
Weiss Multi-Strategy Advisers
New York
$1.76M +$1.76M +50,000 New
IA
53
Investor AB
Sweden
$1.76M +$1.76M +50,000 New
SIM
54
Spark Investment Management
New York
$1.55M +$1.55M +44,200 New
WT
55
Whittier Trust
California
$1.35M – – –
Legal & General Group
56
Legal & General Group
United Kingdom
$1.34M +$47.7K +1,357 +4%
BCM
57
Beck Capital Management
Texas
$1.3M -$149K -4,203 -10%
SIC
58
Salem Investment Counselors
North Carolina
$1.28M +$274K +7,800 +27%
First Trust Advisors
59
First Trust Advisors
Illinois
$1.25M +$572K +16,271 +85%
TC
60
TFS Capital
Pennsylvania
$1.18M +$1.18M +33,614 New
VNA
61
VNBTrust National Association
Virginia
$1.18M -$211K -6,000 -15%
AL
62
Airain Ltd
Guernsey
$1.13M +$1.13M +32,088 New
IGIM
63
I.G. Investment Management
Manitoba, Canada
$1.06M +$11K +314 +1%
CBOA
64
Commonwealth Bank of Australia
Australia
$1.05M +$253K +7,200 +32%
KIA
65
KCM Investment Advisors
California
$1.03M +$1.03M +29,219 New
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$1.01M -$976K -27,770 -49%
ACM
67
Ashford Capital Management
Delaware
$1M – – –
NCCM
68
Nine Chapters Capital Management
New Jersey
$956K +$956K +27,200 New
LCM
69
Levitt Capital Management
Florida
$889K +$889K +25,313 New
EGA
70
E&G Advisors
Texas
$886K +$266K +7,574 +43%
PGIM
71
Pacific Global Investment Management
California
$845K +$363K +10,338 +75%
JPMIA
72
J.P. Marvel Investment Advisors
Massachusetts
$833K -$44.6K -1,270 -5%
Stifel Financial
73
Stifel Financial
Missouri
$752K +$752K +21,410 New
Citadel Advisors
74
Citadel Advisors
Florida
$745K +$745K +21,199 New
AWCI
75
Alpine Woods Capital Investors
New York
$703K – – –
1 2
3
4 5