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Carlyle Group
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Overview Fund Activity

136 hedge funds and large institutions have $771M invested in Carlyle Group in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 26 reducing their positions, and 18 closing their positions.

Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
53
Reduced
26
Closed
18
Calls
$5.48M
Puts
$5.43M
Net Calls
+$48K
Net Calls Change
+$3.14M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$37.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$117M
3
Goldman Sachs
3
Goldman Sachs
New York
$39.1M
4
AIM
4
Artemis Investment Management
United Kingdom
$62.6M
5
Wells Fargo
5
Wells Fargo
California
$15.3M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$39.5M
2
OFM
2
Okumus Fund Management
Cayman Islands
$0
3
IG
3
ING Group
Netherlands
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$1.59M
5
HC
5
Hawkins Capital
Texas
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$1.41M 70,634 +2,375 +3%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$1.37M 69,481 +33,748 +94%
Jane Street
53
Jane Street
New York
$1.19M 60,113 +60,113 New
LPL Financial
54
LPL Financial
California
$1.09M 54,988 -4,785 -8%
CBA
55
Coastal Bridge Advisors
Connecticut
$1.02M 51,774 +51,774 New
Geode Capital Management
56
Geode Capital Management
Massachusetts
$1.02M 51,412 +3,218 +7%
Federated Hermes
57
Federated Hermes
Pennsylvania
$1.01M 50,900 – –
GS
58
GAM Systematic
United Kingdom
$914K 46,291 +25,136 +119%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$903K 45,734 +14,440 +46%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$859K 43,476 +21,913 +102%
WT
61
Whittier Trust
California
$841K 42,601 +1,234 +3%
IC
62
Iconiq Capital
California
$823K 41,675 – –
Barclays
63
Barclays
United Kingdom
$800K 40,462 +10,449 +35%
RJA
64
Raymond James & Associates
Florida
$782K 39,599 +3,930 +11%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$770K 39,001 +7,000 +22%
Creative Planning
66
Creative Planning
Kansas
$690K 34,958 +1,950 +6%
JIR
67
James Investment Research
Ohio
$669K 33,870 +33,870 New
VAM
68
Verity Asset Management
North Carolina
$661K 33,483 +33,483 New
M&T Bank
69
M&T Bank
New York
$646K 32,725 – –
Wolverine Trading
70
Wolverine Trading
Illinois
$559K 28,232 +10,080 +56%
BGC
71
Blue Granite Capital
South Carolina
$541K 27,425 -1,850 -6%
PAWC
72
P.A.W. Capital
Connecticut
$533K 27,000 +27,000 New
PI
73
PineBridge Investments
New York
$489K 24,778 -12,469 -33%
IA
74
Investor AB
Sweden
$486K 24,600 – –
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$475K 24,051 – –
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