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Carlyle Group
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Overview Fund Activity

133 hedge funds and large institutions have $560M invested in Carlyle Group in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 11 closing their positions.

Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
3.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
45
Reduced
37
Closed
11
Calls
$4.07M
Puts
$7.17M
Net Calls
-$3.1M
Net Calls Change
+$11.2M

Top Buyers

1
AIM
1
Artemis Investment Management
United Kingdom
$43.4M
2
IG
2
ING Group
Netherlands
$7.61M
3
CFM
3
Coronation Fund Managers
South Africa
$21.2M
4
LCP
4
LGT Capital Partners
Switzerland
$3.91M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.04M

Top Sellers

1
OFM
1
Okumus Fund Management
Cayman Islands
$16.8M
2
SAC
2
Smith Affiliated Capital
New York
$31.9M
3
UBS Group
3
UBS Group
Switzerland
$17.5M
4
ECA
4
Endeavour Capital Advisors
Connecticut
$863K
5
AA
5
ALPS Advisors
Colorado
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
76
Elkhorn Partners
Nebraska
$238K – – –
AL
77
Airain Ltd
Guernsey
$230K -$107K -6,689 -32%
GPC
78
Glacier Peak Capital
Washington
$223K -$2.96M -186,010 -93%
BGDI
79
BW Gestao de Investimentos
Brazil
$222K +$222K +13,899 New
ACM
80
Ashford Capital Management
Delaware
$209K -$39.9K -2,500 -16%
BWM
81
BigSur Wealth Management
Florida
$207K -$17.8K -1,000 -8%
CAM
82
Carret Asset Management
New York
$207K +$47.8K +3,000 +30%
BWP
83
Baldwin Wealth Partners
Massachusetts
$206K -$1.6K -100 -0.8%
GCP
84
GSA Capital Partners
United Kingdom
$187K -$129K -8,086 -41%
V
85
Veritable
Delaware
$186K – – –
PA
86
Pinnacle Associates
New York
$182K +$182K +11,425 New
PC
87
Palo Capital
California
$181K +$181K +11,350 New
CAN
88
Cetera Advisor Networks
California
$180K +$180K +11,371 New
Group One Trading
89
Group One Trading
Illinois
$171K +$70.7K +4,433 +70%
GBA
90
Garrison Bradford & Associates
New York
$170K -$12K -750 -7%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$168K +$168K +10,564 New
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$163K +$2.29K +144 +1%
First Manhattan
93
First Manhattan
New York
$161K – – –
CAM
94
Cacti Asset Management
Georgia
$159K +$159K +10,000 New
LPC
95
Loeb Partners Corp
New York
$159K +$159K +10,000 New
AG
96
Advisor Group
Arizona
$138K +$79.9K +4,992 +138%
NSIM
97
North Star Investment Management
Illinois
$129K -$65.3K -4,100 -34%
SF
98
Synovus Financial
Georgia
$107K +$532 +33 +0.5%
LTFS
99
Ladenburg Thalmann Financial Services
Florida
$103K +$8.67K +543 +9%
GT
100
Glenmede Trust
Pennsylvania
$95K – – –
2 3
4
5 6