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Carlyle Group
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Overview Fund Activity

195 hedge funds and large institutions have $1.78B invested in Carlyle Group in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 48 closing their positions.

Holders
195
Holders Change
+21
Holders Change %
+12.07%
% of All Funds
4.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
71
Increased
50
Reduced
49
Closed
48
Calls
$53.1M
Puts
$9.13M
Net Calls
+$44M
Net Calls Change
+$19.5M

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$543M
2
Capital World Investors
2
Capital World Investors
California
$114M
3
JSP
3
Jackson Square Partners
California
$73.5M
4
Millennium Management
4
Millennium Management
New York
$42.1M
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$117M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$145M
2
Invesco
2
Invesco
Georgia
$13.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.82M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$14.1M
5
UBS Group
5
UBS Group
Switzerland
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Man Group
51
Man Group
United Kingdom
$3.3M 152,188 +152,188 New
WSCM
52
Wellington Shields Capital Management
New York
$3.07M 141,947 +17,002 +14%
Skandinaviska Enskilda Banken (SEB)
53
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.99M 137,983 -314,496 -70%
PFS
54
Prospera Financial Services
Texas
$2.94M 135,653 -3,657 -3%
Stifel Financial
55
Stifel Financial
Missouri
$2.9M 134,113 -13,901 -9%
PI
56
PEAK6 Investments
Illinois
$2.67M 123,449 +98,592 +397%
KOCAA
57
Knights of Columbus Asset Advisors
Connecticut
$2.65M 122,197 +122,197 New
RJFSA
58
Raymond James Financial Services Advisors
Florida
$2.51M 115,747 +8,005 +7%
EVM
59
Eaton Vance Management
Massachusetts
$2.39M 110,479 +110,479 New
RA
60
Royce & Associates
New York
$2.39M 110,300 – –
LG
61
Leuthold Group
Minnesota
$2.36M 109,146 +109,146 New
AA
62
ALPS Advisors
Colorado
$2.29M 105,700 -35,700 -25%
SIA
63
Sit Investment Associates
Minnesota
$2.27M 104,875 -2,450 -2%
S
64
Surevest
California
$2.04M 93,995 +43,817 +87%
FAM
65
Fred Alger Management
New York
$2.02M 93,454 +93,454 New
DnB Asset Management
66
DnB Asset Management
Norway
$1.96M 90,400 -24,126 -21%
HAI
67
Hennessy Advisors Inc
California
$1.93M 89,000 +89,000 New
CBA
68
Coastal Bridge Advisors
Connecticut
$1.9M 87,782 +355 +0.4%
CFM
69
Coronation Fund Managers
South Africa
$1.69M 78,089 -297 -0.4%
AAM
70
Augustine Asset Management
Florida
$1.63M 75,145 +5,688 +8%
TP
71
Tranquility Partners
Tennessee
$1.61M 74,494 +1,605 +2%
UCFA
72
United Capital Financial Advisors
Texas
$1.58M 72,825 -14,352 -16%
AllianceBernstein
73
AllianceBernstein
Tennessee
$1.55M 71,467 +71,467 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$1.53M 70,635 -56,225 -44%
KC
75
Kingfisher Capital
North Carolina
$1.5M 69,369 +69,369 New
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