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Carlyle Group
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Overview Fund Activity

174 hedge funds and large institutions have $1.77B invested in Carlyle Group in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 42 closing their positions.

Holders
174
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
44
Increased
49
Reduced
53
Closed
42
Calls
$28.8M
Puts
$4.24M
Net Calls
+$24.5M
Net Calls Change
+$11.8M

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$71.1M
2
UBS Group
2
UBS Group
Switzerland
$87.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$29.9M
4
CS
4
Credit Suisse
Switzerland
$44.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$89.4M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$119M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$88.8M
3
N
3
Natixis
France
$0
4
CFM
4
Coronation Fund Managers
South Africa
$2.52M
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
51
Coastal Bridge Advisors
Connecticut
$2.81M -$131K -4,079 -4%
UCFA
52
United Capital Financial Advisors
Texas
$2.8M -$80.2K -2,500 -3%
Citadel Advisors
53
Citadel Advisors
Florida
$2.69M -$149K -4,630 -5%
CFM
54
Coronation Fund Managers
South Africa
$2.52M -$18.6M -580,448 -88%
Creative Planning
55
Creative Planning
Kansas
$2.5M +$1.39M +43,251 +124%
TP
56
Tranquility Partners
Tennessee
$2.34M -$254K -7,908 -10%
TYCC
57
Texas Yale Capital Corp
Florida
$2.31M – – –
AAM
58
Augustine Asset Management
Florida
$2.23M +$21.2K +662 +1%
Arrowstreet Capital
59
Arrowstreet Capital
Massachusetts
$2.02M +$2.02M +62,900 New
Northern Trust
60
Northern Trust
Illinois
$1.83M +$1.83M +57,150 New
Renaissance Technologies
61
Renaissance Technologies
New York
$1.83M +$1.83M +56,991 New
LPL Financial
62
LPL Financial
California
$1.79M +$86.8K +2,706 +5%
Ameriprise
63
Ameriprise
Minnesota
$1.76M -$459K -14,224 -21%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$1.67M -$60.5K -1,887 -3%
PWP
65
Private Wealth Partners
California
$1.64M +$1.64M +51,175 New
S
66
Surevest
California
$1.61M +$140K +4,361 +10%
DADC
67
D.A. Davidson & Co
Montana
$1.39M +$144K +4,500 +12%
CG
68
Colony Group
Massachusetts
$1.35M +$173K +5,407 +15%
MCM
69
McKinley Capital Management
Alaska
$1.34M -$1.15M -35,893 -46%
IA
70
IFP Advisors
Florida
$1.26M +$233K +7,476 +23%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$1.26M +$1.26M +32,522 New
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$1.17M -$122K -3,815 -9%
JI
73
Jeereddi Investments
California
$1.17M +$1.17M +36,527 New
TSS
74
Two Sigma Securities
New York
$1.17M +$1.17M +36,459 New
Canada Life
75
Canada Life
Manitoba, Canada
$1.13M +$32.2K +1,013 +3%
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