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Carlyle Group
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Overview Fund Activity

290 hedge funds and large institutions have $3.93B invested in Carlyle Group in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 98 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+29
Holders Change %
+11.11%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
64
Increased
98
Reduced
87
Closed
34
Calls
$96M
Puts
$16.6M
Net Calls
+$79.4M
Net Calls Change
-$4.49M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$72.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$479M
3
Millennium Management
3
Millennium Management
New York
$40.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$352M
5
SC
5
Samlyn Capital
New York
$36.4M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$286M
2
AIM
2
Artemis Investment Management
United Kingdom
$0
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$50.3M
4
SSA
4
Schonfeld Strategic Advisors
New York
$14.4M
5
Bank of America
5
Bank of America
North Carolina
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Hudson Bay Capital Management
51
Hudson Bay Capital Management
Connecticut
$6.92M +$6.92M +220,000 New
GC
52
Gillson Capital
Illinois
$6.36M -$5.69M -181,105 -47%
MVP
53
Miller Value Partners
Florida
$6M -$72.3K -2,300 -1%
MCM
54
Maltese Capital Management
New York
$5.63M +$5.63M +179,020 New
MNBTD
55
Moody National Bank Trust Division
Texas
$5.52M +$5.52M +175,540 New
Robeco Institutional Asset Management
56
Robeco Institutional Asset Management
Netherlands
$5.5M +$1.57M +50,000 +40%
PCM
57
Prana Capital Management
Connecticut
$5.5M +$5.5M +174,946 New
CLOS
58
Compagnie Lombard Odier SCmA
Switzerland
$5.26M +$5.26M +167,220 New
KBC Group
59
KBC Group
Belgium
$4.96M – – –
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$4.95M -$252K -8,000 -5%
Invesco
61
Invesco
Georgia
$4.8M +$458K +14,565 +11%
ANI
62
American National Insurance
Texas
$4.72M +$4.72M +150,010 New
EVM
63
Eaton Vance Management
Massachusetts
$4.69M +$8.65K +275 +0.2%
ET
64
Equitable Trust
Tennessee
$4.62M +$883K +28,096 +24%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$4.62M -$265K -8,414 -5%
SCM
66
SOL Capital Management
Maryland
$4.38M +$121K +3,835 +3%
FC
67
Full18 Capital
Connecticut
$4.29M +$4.29M +136,551 New
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$3.93M +$106K +3,386 +3%
Bank of Nova Scotia
69
Bank of Nova Scotia
Ontario, Canada
$3.87M +$1.67M +52,996 +76%
DnB Asset Management
70
DnB Asset Management
Norway
$3.85M -$212K -6,751 -5%
COLIM
71
City of London Investment Management
United Kingdom
$3.84M +$827K +26,300 +27%
Skandinaviska Enskilda Banken (SEB)
72
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.83M +$237K +7,551 +7%
SIA
73
Sit Investment Associates
Minnesota
$3.6M +$37.7K +1,200 +1%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$3.57M +$104K +3,185 +3%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$3.36M -$120K -3,819 -3%
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