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Carlyle Group
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Overview Fund Activity

113 hedge funds and large institutions have $1.38B invested in Carlyle Group in 2014 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 13 closing their positions.

Holders
113
Holders Change
+17
Holders Change %
+17.71%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
30
Increased
46
Reduced
17
Closed
13
Calls
$5.88M
Puts
$7.97M
Net Calls
-$2.09M
Net Calls Change
+$10.3M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$225M
3
CS
3
Credit Suisse
Switzerland
$90.3M
4
PI
4
Putnam Investments
Massachusetts
$137M
5
Deutsche Bank
5
Deutsche Bank
Germany
$46.6M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$0
2
FPP
2
Findlay Park Partners
United Kingdom
$9.66M
3
LPLP
3
Lansdowne Partners Limited Partnership
United Kingdom
$31.5M
4
EGM
4
Espalier Global Management
New York
$0
5
ZDA
5
Zweig-DiMenna Associates
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
76
Sterling Capital Management
North Carolina
$678K 19,300 +19,300 New
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$655K 18,641 +8,068 +76%
USGIU
78
U.S. Global Investors (USGI)
Texas
$597K 17,000 +17,000 New
RJA
79
Raymond James & Associates
Florida
$574K 16,337 -5,309 -25%
Barclays
80
Barclays
United Kingdom
$572K 16,317 +14,471 +784%
BAS
81
Brown Advisory Securities
Maryland
$556K 15,800 – –
SCM
82
SOL Capital Management
Maryland
$548K 15,600 – –
STC
83
SEI Trust Company
Pennsylvania
$542K 15,422 +6,459 +72%
HighTower Advisors
84
HighTower Advisors
Illinois
$541K 15,391 +15,391 New
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$533K 15,175 +15,175 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$522K 14,845 +14,345 +2,869%
SG Americas Securities
87
SG Americas Securities
New York
$506K 14,400 +14,400 New
American Century Companies
88
American Century Companies
Missouri
$489K 13,927 +13,927 New
Geode Capital Management
89
Geode Capital Management
Massachusetts
$447K 12,735 +4,562 +56%
FSA
90
Franklin Street Advisors
North Carolina
$351K 10,000 – –
JG
91
Jefferies Group
New York
$348K 9,900 +9,900 New
Creative Planning
92
Creative Planning
Kansas
$324K 9,221 +8,900 +2,773%
GBA
93
Garrison Bradford & Associates
New York
$288K 8,200 – –
PA
94
Pinnacle Associates
New York
$287K 8,182 – –
QI
95
Quotient Investors
New York
$257K 7,300 -500 -6%
WRM
96
Westport Resources Management
Connecticut
$225K 6,400 +6,300 +6,300%
YMRC
97
Yorktown Management & Research Company
Virginia
$200K 5,700 +5,700 New
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$160K 4,551 +3,896 +595%
SSB
99
Sandy Spring Bank
Maryland
$158K 4,500 – –
EWM
100
Evercore Wealth Management
New York
$141K 4,000 – –
2 3
4
5 6