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Carlyle Group
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Overview Fund Activity

136 hedge funds and large institutions have $771M invested in Carlyle Group in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 26 reducing their positions, and 18 closing their positions.

Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
53
Reduced
26
Closed
18
Calls
$5.48M
Puts
$5.43M
Net Calls
+$48K
Net Calls Change
+$3.14M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$37.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$117M
3
Goldman Sachs
3
Goldman Sachs
New York
$39.1M
4
AIM
4
Artemis Investment Management
United Kingdom
$62.6M
5
Wells Fargo
5
Wells Fargo
California
$15.3M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$39.5M
2
OFM
2
Okumus Fund Management
Cayman Islands
$0
3
IG
3
ING Group
Netherlands
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$1.59M
5
HC
5
Hawkins Capital
Texas
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$464K -$24.2K -1,220 -5%
Brown Advisory
77
Brown Advisory
Maryland
$434K – – –
Ameriprise
78
Ameriprise
Minnesota
$370K +$59.3K +2,999 +19%
SCM
79
Sterling Capital Management
North Carolina
$340K – – –
PWP
80
Private Wealth Partners
California
$326K -$79K -4,000 -20%
FWM
81
Focused Wealth Management
New York
$313K -$20.6K -1,043 -6%
EP
82
Elkhorn Partners
Nebraska
$294K – – –
EIA
83
Edgemoor Investment Advisors
Maryland
$288K +$288K +14,585 New
SCCM
84
Schafer Cullen Capital Management
New York
$280K +$280K +14,190 New
TI
85
Turner Investments
Pennsylvania
$277K +$277K +14,000 New
V
86
Veritable
Delaware
$269K +$38.8K +1,963 +17%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$261K +$52.6K +2,666 +25%
CAM
88
Carret Asset Management
New York
$257K – – –
BWP
89
Baldwin Wealth Partners
Massachusetts
$255K – – –
BWM
90
BigSur Wealth Management
Florida
$254K – – –
Group One Trading
91
Group One Trading
Illinois
$226K +$13.9K +702 +7%
FTIOP
92
Fiduciary Trust International of Pennsylvania
Pennsylvania
$225K +$225K +11,405 New
PC
93
Palo Capital
California
$224K – – –
VKH
94
Virtu KCG Holdings
New York
$223K +$223K +11,302 New
GBA
95
Garrison Bradford & Associates
New York
$210K – – –
PA
96
Pinnacle Associates
New York
$208K -$17.8K -900 -8%
ACM
97
Ashford Capital Management
Delaware
$207K -$51.3K -2,600 -20%
CAN
98
Cetera Advisor Networks
California
$200K -$23.6K -1,198 -11%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$200K -$2.27K -115 -1%
First Manhattan
100
First Manhattan
New York
$200K – – –
2 3
4
5 6