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Carlyle Group
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Overview Fund Activity

152 hedge funds and large institutions have $925M invested in Carlyle Group in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 18 closing their positions.

Holders
152
Holders Change
+16
Holders Change %
+11.76%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
36
Increased
49
Reduced
42
Closed
18
Calls
$10.7M
Puts
$8.08M
Net Calls
+$2.64M
Net Calls Change
+$2.59M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$86.3M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$27.7M
3
MGAM
3
McGowan Group Asset Management
Texas
$8.77M
4
Deutsche Bank
4
Deutsche Bank
Germany
$35.1M
5
WCA
5
Waratah Capital Advisors
Ontario, Canada
$6.58M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.94M
2
SAC
2
Smith Affiliated Capital
New York
$47.2M
3
AA
3
ALPS Advisors
Colorado
$5.51M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$36.1M
5
HI
5
Honeywell International
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$588K +$33.6K +1,422 +6%
PI
77
PineBridge Investments
New York
$585K – – –
CAN
78
Cetera Advisor Networks
California
$584K +$344K +14,618 +144%
IA
79
Investor AB
Sweden
$581K – – –
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$572K +$5.3K +225 +0.9%
Wolverine Trading
81
Wolverine Trading
Illinois
$562K -$104K -4,423 -16%
Citadel Advisors
82
Citadel Advisors
Florida
$553K +$553K +23,447 New
BFM
83
Boothbay Fund Management
New York
$519K +$519K +22,000 New
BGC
84
Blue Granite Capital
South Carolina
$511K -$138K -5,825 -21%
CI
85
Cavalier Investments
Georgia
$503K +$503K +21,300 New
Brown Advisory
86
Brown Advisory
Maryland
$495K -$23.6K -1,000 -5%
GW
87
GW & Wade
Massachusetts
$493K +$493K +20,891 New
ACM
88
Ashford Capital Management
Delaware
$484K +$236K +10,000 +95%
EGA
89
E&G Advisors
Texas
$415K +$415K +17,569 New
HIM
90
Hillsdale Investment Management
Ontario, Canada
$408K +$408K +17,300 New
SCM
91
Sterling Capital Management
North Carolina
$406K – – –
FWM
92
Focused Wealth Management
New York
$401K +$27.3K +1,156 +7%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$394K +$82.1K +3,480 +26%
EIA
94
Edgemoor Investment Advisors
Maryland
$376K +$32.1K +1,360 +9%
SOAMC
95
Spirit of America Management Corp
New York
$340K +$340K +14,400 New
SCCM
96
Schafer Cullen Capital Management
New York
$335K – – –
PWP
97
Private Wealth Partners
California
$329K -$60.8K -2,575 -16%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$319K +$80.3K +3,409 +34%
CAM
99
Carret Asset Management
New York
$307K – – –
BWP
100
Baldwin Wealth Partners
Massachusetts
$304K – – –
2 3
4
5 6