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Carlyle Group

116 hedge funds and large institutions have $655M invested in Carlyle Group in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 31 closing their positions.

Holders
116
Holders Change
-10
Holders Change %
-7.94%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
23
Increased
39
Reduced
38
Closed
31
Calls
$5.97M
Puts
$3.13M
Net Calls
+$2.84M
Net Calls Change
+$5.29M
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
76
North Star Investment Management
Illinois
$235K -$11.8K -700 -5%
BRWA
77
B. Riley Wealth Advisors
Florida
$204K +$204K +12,079 New
Jane Street
78
Jane Street
New York
$198K +$198K +11,752 New
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$184K +$14.2K +838 +8%
PAG
80
Private Advisor Group
New Jersey
$178K +$178K +10,543 New
CAN
81
Cetera Advisor Networks
California
$177K +$177K +10,465 New
V
82
Veritable
Delaware
$173K -$25.1K -1,490 -13%
BMO
83
Beck Mack & Oliver
New York
$170K -$6.77K -400 -4%
CAM
84
Carret Asset Management
New York
$169K +$169K +10,000 New
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$113K -$1.92K -114 -2%
SSB
86
Sandy Spring Bank
Maryland
$110K +$50.8K +3,000 +86%
AIG
87
American International Group
New York
$61K +$61K +3,630 New
SAM
88
Shamrock Asset Management
Texas
$56K -$14.9K -875 -21%
Group One Trading
89
Group One Trading
Illinois
$50K +$50K +2,933 New
HCM
90
Highlander Capital Management
New Jersey
$47K +$5.04K +300 +12%
BCM
91
Blume Capital Management
California
$41K +$18.8K +1,100 +85%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$39K +$8.45K +495 +28%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35K -$6.44M -384,624 -99%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$35K +$35K +2,100 New
US Bancorp
95
US Bancorp
Minnesota
$29K +$29K +1,700 New
AIP
96
Ameritas Investment Partners
Nebraska
$27K -$64.8K -3,962 -71%
BWP
97
Baldwin Wealth Partners
Massachusetts
$27K +$27K +1,600 New
SEI Investments
98
SEI Investments
Pennsylvania
$22K +$5.18K +310 +31%
BWA
99
Burt Wealth Advisors
Maryland
$18K +$13.8K +800 +327%
WAM
100
Wealthspire Advisors (Maryland)
Maryland
$14K