CG icon

Carlyle Group

123 hedge funds and large institutions have $583M invested in Carlyle Group in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 17 closing their positions.

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
43
Reduced
34
Closed
17
Calls
$5M
Puts
$19.3M
Net Calls
-$14.3M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$277K -$9.88K -647 -3%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$259K -$360K -23,637 -58%
FWM
78
Focused Wealth Management
New York
$259K -$91K -5,976 -26%
ACM
79
Ashford Capital Management
Delaware
$238K +$7.63K +500 +3%
EP
80
Elkhorn Partners
Nebraska
$227K +$6.09K +400 +3%
WS
81
Wedbush Securities
California
$218K +$218K +14,285 New
HighTower Advisors
82
HighTower Advisors
Illinois
$206K +$11.3K +735 +6%
BWP
83
Baldwin Wealth Partners
Massachusetts
$198K +$38.1K +2,500 +24%
BWM
84
BigSur Wealth Management
Florida
$193K +$193K +12,623 New
NSIM
85
North Star Investment Management
Illinois
$186K
V
86
Veritable
Delaware
$178K -$61.1K -4,000 -26%
GBA
87
Garrison Bradford & Associates
New York
$174K
KI
88
Koch Industries
Kansas
$167K +$167K +10,973 New
KIA
89
KCM Investment Advisors
California
$166K -$134K -8,800 -45%
MC
90
Moors & Cabot
Massachusetts
$157K +$157K +10,254 New
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$154K -$14K -918 -8%
First Manhattan
92
First Manhattan
New York
$154K -$10.6K -700 -6%
CAM
93
Carret Asset Management
New York
$152K
SF
94
Synovus Financial
Georgia
$100K +$53K +3,504 +113%
Group One Trading
95
Group One Trading
Illinois
$96K +$96K +6,295 New
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$91K -$33.3K -2,163 -27%
GT
97
Glenmede Trust
Pennsylvania
$91K +$91K +6,000 New
CG
98
Cutler Group
California
$77K +$60.4K +4,000 +365%
WA
99
WFG Advisors
Texas
$69K +$7.94K +520 +13%
SSB
100
Sandy Spring Bank
Maryland
$57K -$41.5K -2,740 -42%