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Carlyle Group
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Overview Fund Activity

96 hedge funds and large institutions have $1.09B invested in Carlyle Group in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 21 closing their positions.

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
27
Increased
31
Reduced
21
Closed
21
Calls
$3.11M
Puts
$15.5M
Net Calls
-$12.4M
Net Calls Change
-$11.3M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$108M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$145M
3
CS
3
Credit Suisse
Switzerland
$34.3M
4
FAM
4
Fred Alger Management
New York
$11.3M
5
FPP
5
Findlay Park Partners
United Kingdom
$41M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$20.1M
2
JCP
2
Jabre Capital Partners
Switzerland
$0
3
Citigroup
3
Citigroup
New York
$11.7M
4
HI
4
Honeywell International
North Carolina
$16.6M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QI
76
Quotient Investors
New York
$278K 7,800 -48,600 -86%
Jane Street
77
Jane Street
New York
$248K 6,971 +6,971 New
T
78
TradeWorx
New Jersey
$239K 6,712 +6,712 New
SSB
79
Sandy Spring Bank
Maryland
$160K 4,500 – –
EWM
80
Evercore Wealth Management
New York
$142K 4,000 – –
Barclays
81
Barclays
United Kingdom
$65K 1,846 -13,411 -88%
TRCT
82
Tower Research Capital (TRC)
New York
$43K 1,218 +926 +317%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.2K 959,496 +41,503 +5%
QT
84
Quantbot Technologies
New York
$32K 900 -2,800 -76%
WTC
85
WhitTier Trust Company
Nevada
$26K 740 +740 New
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$23K 655 -6,291 -91%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$18K 500 – –
Creative Planning
88
Creative Planning
Kansas
$11K 321 – –
LTFS
89
Ladenburg Thalmann Financial Services
Florida
$9K 250 +250 New
HCM
90
Highlander Capital Management
New Jersey
$8.91K 250 – –
CBT
91
Central Bank & Trust
Kentucky
$4K 100 – –
WRM
92
Westport Resources Management
Connecticut
$4K 100 +100 New
EU
93
Emory University
Georgia
$3K 100 – –
CCS
94
Crosspoint Capital Strategies
California
$3K 100 +100 New
HR
95
Howe & Rusling
New York
$2K 50 +50 New
RIA
96
Regal Investment Advisors
Michigan
$1K 35 -1,880 -98%
JCP
97
Jabre Capital Partners
Switzerland
– – -404,300 Closed
Toronto Dominion Bank
98
Toronto Dominion Bank
Ontario, Canada
– – -285,696 Closed
BP
99
Boston Provident
New Jersey
– – -241,761 Closed
WMSA
100
Weiss Multi-Strategy Advisers
New York
– – -150,000 Closed
1 2 3
4
5