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Carlyle Group
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Overview Fund Activity

120 hedge funds and large institutions have $555M invested in Carlyle Group in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
120
Holders Change
-2
Holders Change %
-1.64%
% of All Funds
3.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
42
Reduced
36
Closed
13
Calls
$3.53M
Puts
$4.94M
Net Calls
-$1.41M
Net Calls Change
-$4.48M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
1
Skandinaviska Enskilda Banken (SEB)
Sweden
$15.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$64.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$10.2M
4
GIM
4
Groesbeck Investment Management
New Jersey
$2.62M
5
MCM
5
McKinley Capital Management
Alaska
$1.36M

Top Sellers

1
OFM
1
Okumus Fund Management
Cayman Islands
$60.5M
2
VSI
2
Verde Servicos Internacionais
Brazil
$12.4M
3
Deutsche Bank
3
Deutsche Bank
Germany
$7.3M
4
Citigroup
4
Citigroup
New York
$5.28M
5
IG
5
ING Group
Netherlands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$684K 43,764 -4,996 -10%
RJA
52
Raymond James & Associates
Florida
$660K 42,405 +3,521 +9%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$633K 40,638 +1,972 +5%
WT
54
Whittier Trust
California
$611K 39,265 +81 +0.2%
ANI
55
American National Insurance
Texas
$575K 36,950 – –
Citadel Advisors
56
Citadel Advisors
Florida
$571K 36,645 +36,645 New
PI
57
PineBridge Investments
New York
$533K 34,207 -1,350 -4%
Geode Capital Management
58
Geode Capital Management
Massachusetts
$517K 33,267 +207 +0.6%
Wolverine Trading
59
Wolverine Trading
Illinois
$447K 29,320 +6,881 +31%
Barclays
60
Barclays
United Kingdom
$423K 27,184 +3,966 +17%
Creative Planning
61
Creative Planning
Kansas
$383K 24,600 – –
Ameriprise
62
Ameriprise
Minnesota
$380K 24,402 -11,161 -31%
SCM
63
Sterling Capital Management
North Carolina
$366K 23,500 -2,400 -9%
M&T Bank
64
M&T Bank
New York
$360K 23,136 -1,639 -7%
FWM
65
Focused Wealth Management
New York
$358K 22,984 -313 -1%
BRWA
66
B. Riley Wealth Advisors
Florida
$316K 20,271 +3,736 +23%
KIA
67
KCM Investment Advisors
California
$307K 19,700 -9,800 -33%
Neuberger Berman Group
68
Neuberger Berman Group
New York
$297K 19,075 +4,000 +27%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$293K 18,790 +18,790 New
V
70
Veritable
Delaware
$244K 15,650 – –
IC
71
Iconiq Capital
California
$242K 15,550 – –
Brown Advisory
72
Brown Advisory
Maryland
$237K 15,250 – –
ACM
73
Ashford Capital Management
Delaware
$235K 15,100 – –
EP
74
Elkhorn Partners
Nebraska
$226K 14,500 – –
CAN
75
Cetera Advisor Networks
California
$218K 13,984 +3,519 +34%
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