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Carlyle Group
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Overview Fund Activity

168 hedge funds and large institutions have $1.01B invested in Carlyle Group in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 18 closing their positions.

Holders
168
Holders Change
+7
Holders Change %
+4.35%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
26
Increased
57
Reduced
45
Closed
18
Calls
$16.3M
Puts
$5.86M
Net Calls
+$10.4M
Net Calls Change
+$7.86M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$18.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$18.9M
4
AIM
4
Artemis Investment Management
United Kingdom
$82.3M
5
Jane Street
5
Jane Street
New York
$7.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.31M
2
CFM
2
Coronation Fund Managers
South Africa
$11.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
IG
4
ING Group
Netherlands
$0
5
JIR
5
James Investment Research
Ohio
$1.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$2.21M 97,798 -1,662 -2%
Citadel Advisors
52
Citadel Advisors
Florida
$1.97M 87,191 +76,312 +701%
NIPH
53
NN Investment Partners Holdings
Netherlands
$1.82M 80,650 -15,400 -16%
GCM
54
Gator Capital Management
Florida
$1.81M 80,369 – –
MCM
55
McKinley Capital Management
Alaska
$1.81M 80,229 -44 -0.1%
Geode Capital Management
56
Geode Capital Management
Massachusetts
$1.79M 79,437 +858 +1%
SIA
57
Sit Investment Associates
Minnesota
$1.73M 76,525 -9,900 -11%
SC
58
Slow Capital
California
$1.71M 75,800 -333 -0.4%
AAM
59
Augustine Asset Management
Florida
$1.71M 75,672 +143 +0.2%
TYCC
60
Texas Yale Capital Corp
Florida
$1.67M 73,970 – –
VSI
61
Verde Servicos Internacionais
Brazil
$1.64M 77,875 -7,024 -8%
HighTower Advisors
62
HighTower Advisors
Illinois
$1.57M 69,266 +38,664 +126%
LPL Financial
63
LPL Financial
California
$1.51M 66,845 +5,566 +9%
EGPO
64
EnTrust Global Partners Offshore
New York
$1.49M 66,100 -20,600 -24%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$1.33M 58,997 +1,201 +2%
Walleye Trading
66
Walleye Trading
New York
$1.27M 56,377 -54,597 -49%
JIR
67
James Investment Research
Ohio
$1.17M 51,899 -93,931 -64%
WT
68
Whittier Trust
California
$1.16M 51,593 +196 +0.4%
AIM
69
Allen Investment Management
New York
$1.16M 51,272 – –
TW
70
Transform Wealth
Colorado
$1.14M 50,400 -24,800 -33%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$909K 40,289 -1 -0%
Bessemer Group
72
Bessemer Group
New Jersey
$892K 39,539 -250 -0.6%
PI
73
PEAK6 Investments
Illinois
$878K 38,946 +38,946 New
PA
74
Pinnacle Associates
New York
$790K 35,025 -1,750 -5%
M&T Bank
75
M&T Bank
New York
$749K 33,225 -10,000 -23%
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