CG icon

Carlyle Group
CG

Overview Fund Activity

108 hedge funds and large institutions have $1.08B invested in Carlyle Group in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 23 closing their positions.

Holders
108
Holders Change
-1
Holders Change %
-0.92%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
25
Increased
35
Reduced
31
Closed
23
Calls
$4.34M
Puts
$13.5M
Net Calls
-$9.11M
Net Calls Change
-$9.65M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$91.1M
2
Deutsche Bank
2
Deutsche Bank
Germany
$44.2M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$13.8M
4
IG
4
ING Group
Netherlands
$25.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.2M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
PI
2
Putnam Investments
Massachusetts
$35.6M
3
PIM
3
Perkins Investment Management
Illinois
$34.3M
4
BMO
4
Beck Mack & Oliver
New York
$18.4M
5
CS
5
Credit Suisse
Switzerland
$58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$352K -$170K -6,199 -33%
PGIM
77
Pacific Global Investment Management
California
$324K -$113K -4,095 -26%
MHC
78
Meyer Handelman Company
New York
$286K – – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$278K +$3.41K +124 +1%
ANRIA
80
American National Registered Investment Advisor
Texas
$266K +$266K +9,675 New
MNBTD
81
Moody National Bank Trust Division
Texas
$266K +$266K +9,675 New
LPL Financial
82
LPL Financial
California
$257K -$25.8K -937 -9%
CG
83
Clinton Group
New York
$234K -$145K -5,267 -38%
CA
84
Cetera Advisors
Colorado
$228K +$228K +8,300 New
M&T Bank
85
M&T Bank
New York
$209K +$209K +7,600 New
FWM
86
Focused Wealth Management
New York
$180K +$148K +5,399 +469%
SFFS
87
Stonehage Fleming Financial Services
Jersey
$168K +$168K +6,100 New
SSB
88
Sandy Spring Bank
Maryland
$124K -$16.5K -600 -12%
EWM
89
Evercore Wealth Management
New York
$110K – – –
QT
90
Quantbot Technologies
New York
$93K -$140K -5,138 -60%
PI
91
PineBridge Investments
New York
$88K +$88K +3,198 New
Creative Planning
92
Creative Planning
Kansas
$77K -$234K -8,500 -75%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$48K +$48K +1,750 New
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$39K -$472 -17 -1%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.6K +$3.09K +112,268 +9%
Group One Trading
96
Group One Trading
Illinois
$28K -$67.1K -2,443 -71%
Parallax Volatility Advisers
97
Parallax Volatility Advisers
California
$23K +$23K +853 New
WTC
98
WhitTier Trust Company
Nevada
$20K – – –
GWS
99
Glassman Wealth Services
Virginia
$18K +$18K +651 New
KA
100
Klingman & Associates
New York
$18K +$18K +675 New
2 3
4
5 6