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Carlyle Group
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Overview Fund Activity

175 hedge funds and large institutions have $1.44B invested in Carlyle Group in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
175
Holders Change
+27
Holders Change %
+18.24%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
35
Increased
60
Reduced
44
Closed
8
Calls
$21.6M
Puts
$8.92M
Net Calls
+$12.7M
Net Calls Change
-$5.41M

Top Buyers

1
Invesco
1
Invesco
Georgia
$78.5M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$41.8M
3
Jane Street
3
Jane Street
New York
$28.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$263M
5
CS
5
Credit Suisse
Switzerland
$17.8M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$1.75M
2
AU
2
Algebris (UK)
United Kingdom
$15.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.2M
4
AFG
4
American Financial Group
Ohio
$8.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$9.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
51
Group One Trading
Illinois
$3.26M -$872K -34,125 -21%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$3.23M -$745K -29,150 -19%
CWG
53
Cornerstone Wealth Group
North Carolina
$3.12M -$146K -5,725 -4%
DnB Asset Management
54
DnB Asset Management
Norway
$3.04M -$386K -15,102 -11%
SIA
55
Sit Investment Associates
Minnesota
$2.74M – – –
Barclays
56
Barclays
United Kingdom
$2.57M -$1.69M -65,959 -40%
CBA
57
Coastal Bridge Advisors
Connecticut
$2.34M -$79.3K -3,104 -3%
Geode Capital Management
58
Geode Capital Management
Massachusetts
$2.3M -$14.3K -560 -0.6%
UCFA
59
United Capital Financial Advisors
Texas
$2.29M -$51.1K -2,000 -2%
SC
60
Slow Capital
California
$2.28M -$9.07K -355 -0.4%
Citadel Advisors
61
Citadel Advisors
Florida
$2.26M -$175K -6,840 -7%
TP
62
Tranquility Partners
Tennessee
$2.07M +$171K +6,673 +9%
MCM
63
McKinley Capital Management
Alaska
$1.99M -$590K -23,076 -23%
GIM
64
Guild Investment Management
California
$1.95M +$1.95M +76,300 New
TYCC
65
Texas Yale Capital Corp
Florida
$1.84M +$5.11K +200 +0.3%
Ameriprise
66
Ameriprise
Minnesota
$1.76M +$976K +38,179 +125%
AAM
67
Augustine Asset Management
Florida
$1.76M +$5.72K +224 +0.3%
BI
68
Bramshill Investments
Florida
$1.75M -$24.1M -942,297 -93%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$1.38M +$1.2M +46,795 +647%
LPL Financial
70
LPL Financial
California
$1.36M +$109K +4,245 +9%
S
71
Surevest
California
$1.17M +$1.17M +45,817 New
AG
72
Advisor Group
Arizona
$1.13M +$1.06M +41,464 +1,600%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$1.03M +$294K +11,510 +40%
PCM
74
Penserra Capital Management
California
$1.02M +$1.02M +39,735 New
DADC
75
D.A. Davidson & Co
Montana
$994K +$994K +38,900 New
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3
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