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Carlyle Group
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Overview Fund Activity

148 hedge funds and large institutions have $1.1B invested in Carlyle Group in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-4
Holders Change %
-2.63%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
47
Reduced
43
Closed
23
Calls
$21.4M
Puts
$3.29M
Net Calls
+$18.1M
Net Calls Change
+$11.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$95.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$51.7M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$9.95M
4
Bank of America
4
Bank of America
North Carolina
$78.1M
5
FAM
5
Fred Alger Management
New York
$6.57M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$17.9M
2
AIM
2
Artemis Investment Management
United Kingdom
$42.1M
3
PGH
3
Partners Group Holding
Switzerland
$4.62M
4
AU
4
Algebris (UK)
United Kingdom
$31.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
51
Coastal Bridge Advisors
Connecticut
$2.14M – – –
UCFA
52
United Capital Financial Advisors
Texas
$2.07M -$67.8K -3,000 -3%
Geode Capital Management
53
Geode Capital Management
Massachusetts
$2.05M +$6.33K +280 +0.3%
SC
54
Slow Capital
California
$2.03M -$88.2K -3,900 -4%
PFS
55
Prospera Financial Services
Texas
$1.89M +$1.89M +83,563 New
WMSA
56
Weiss Multi-Strategy Advisers
New York
$1.7M +$1.7M +75,000 New
TP
57
Tranquility Partners
Tennessee
$1.68M +$1.68M +74,124 New
TYCC
58
Texas Yale Capital Corp
Florida
$1.63M -$1.63M -71,900 -50%
AAM
59
Augustine Asset Management
Florida
$1.55M +$11.9K +527 +0.8%
CS
60
Credit Suisse
Switzerland
$1.3M +$321K +14,178 +33%
HighTower Advisors
61
HighTower Advisors
Illinois
$1.2M +$359K +15,899 +43%
AIM
62
Allen Investment Management
New York
$1.18M – – –
LPL Financial
63
LPL Financial
California
$1.11M -$64.4K -2,850 -6%
GPC
64
Glacier Peak Capital
Washington
$961K – – –
Bessemer Group
65
Bessemer Group
New Jersey
$894K – – –
Canada Life
66
Canada Life
Manitoba, Canada
$882K -$4.86K -215 -0.5%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$803K -$17.8K -789 -2%
Creative Planning
68
Creative Planning
Kansas
$799K +$35.3K +1,560 +5%
CG
69
Colony Group
Massachusetts
$794K +$86.1K +3,811 +12%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$782K +$10.6K +470 +1%
PA
71
Pinnacle Associates
New York
$748K +$7.92K +350 +1%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$734K +$35.4K +1,566 +5%
Ameriprise
73
Ameriprise
Minnesota
$693K +$30.6K +1,352 +5%
Goldman Sachs
74
Goldman Sachs
New York
$652K -$185K -8,189 -22%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$652K +$56.7K +2,511 +10%
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