CG icon

Carlyle Group
CG

Overview Fund Activity

152 hedge funds and large institutions have $838M invested in Carlyle Group in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 19 closing their positions.

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
57
Reduced
46
Closed
19
Calls
$13.5M
Puts
$6.51M
Net Calls
+$6.95M
Net Calls Change
-$4.75M

Top Buyers

1
BI
1
Bramshill Investments
Florida
$14.7M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$94.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$30.2M
4
UBS Group
4
UBS Group
Switzerland
$29.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$16M

Top Sellers

1
N
1
Natixis
France
$14.7M
2
PGH
2
Partners Group Holding
Switzerland
$10.1M
3
HCS
3
Harvest Capital Strategies
California
$0
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$0
5
AIM
5
Artemis Investment Management
United Kingdom
$47.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$1.33M 72,567 -123,005 -63%
AAM
52
Augustine Asset Management
Florida
$1.24M 68,044 -4,879 -7%
Citadel Advisors
53
Citadel Advisors
Florida
$1.09M 59,826 +4,625 +8%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$1.06M 57,966 -18,528 -24%
Simplex Trading
55
Simplex Trading
Illinois
$1.05M 57,484 +8,566 +18%
AIM
56
Allen Investment Management
New York
$953K 52,115 +843 +2%
LPL Financial
57
LPL Financial
California
$945K 51,718 -9,932 -16%
CS
58
Credit Suisse
Switzerland
$794K 43,445 -22,709 -34%
GPC
59
Glacier Peak Capital
Washington
$777K 42,500 -15,000 -26%
Bessemer Group
60
Bessemer Group
New Jersey
$723K 39,539 – –
Canada Life
61
Canada Life
Manitoba, Canada
$714K 39,240 +23,800 +154%
HighTower Advisors
62
HighTower Advisors
Illinois
$680K 37,217 +7,830 +27%
Goldman Sachs
63
Goldman Sachs
New York
$677K 37,048 -83,740 -69%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$663K 36,289 -4,000 -10%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$624K 34,124 +3,955 +13%
Creative Planning
66
Creative Planning
Kansas
$618K 33,798 +2,800 +9%
PA
67
Pinnacle Associates
New York
$598K 32,725 -50 -0.2%
CG
68
Colony Group
Massachusetts
$572K 31,314 +31,314 New
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$565K 30,924 +5,924 +24%
M&T Bank
70
M&T Bank
New York
$540K 29,525 -8,500 -22%
Ameriprise
71
Ameriprise
Minnesota
$536K 29,296 +5,235 +22%
SPIA
72
Steward Partners Investment Advisory
New York
$527K 28,854 +190 +0.7%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$486K 26,562 – –
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$481K 26,365 +6,705 +34%
ACM
75
Ashford Capital Management
Delaware
$475K 26,000 – –
1 2
3
4 5