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Carlyle Group

169 hedge funds and large institutions have $934M invested in Carlyle Group in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
169
Holders Change
+17
Holders Change %
+11.18%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
62
Reduced
45
Closed
13
Calls
$5.26M
Puts
$5.87M
Net Calls
-$610K
Net Calls Change
-$3.25M
Name Market Value Shares Shares
Change
Shares
Change %
AFA
76
Aurora Financial Advisors
Massachusetts
$762K 33,281 +33,281 New
NA
77
Navellier & Associates
Nevada
$734K 32,064 +3,539 +12%
Group One Trading
78
Group One Trading
Illinois
$726K 31,716 -2,362 -7%
SWM
79
Segment Wealth Management
Texas
$722K 31,530 +1,850 +6%
Citadel Advisors
80
Citadel Advisors
Florida
$701K 30,621 +7,174 +31%
Creative Planning
81
Creative Planning
Kansas
$666K 29,100 -2,050 -7%
EGA
82
E&G Advisors
Texas
$629K 27,481 +9,912 +56%
PAWC
83
P.A.W. Capital
Connecticut
$618K 27,000
BAS
84
Brown Advisory Securities
Maryland
$596K 26,010
HighTower Advisors
85
HighTower Advisors
Illinois
$593K 25,921 +1,068 +4%
RFS
86
Rockefeller Financial Services
New York
$572K 25,000
Wolverine Trading
87
Wolverine Trading
Illinois
$524K 22,872 -937 -4%
PI
88
PineBridge Investments
New York
$508K 22,198 -2,580 -10%
LCM
89
Landscape Capital Management
New Jersey
$503K 21,947 +21,947 New
CI
90
Cavalier Investments
Georgia
$488K 21,300
AAM
91
Advisors Asset Management
Colorado
$486K 21,212 +21,212 New
ACM
92
Ashford Capital Management
Delaware
$474K 20,700 +200 +1%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$458K 19,978 -20,991 -51%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$458K 20,000 -4,276 -18%
Brown Advisory
95
Brown Advisory
Maryland
$457K 19,982 -1,000 -5%
Simplex Trading
96
Simplex Trading
Illinois
$455K 19,870 +9,720 +96%
BGC
97
Blue Granite Capital
South Carolina
$422K 18,475 -3,125 -14%
BWP
98
Baldwin Wealth Partners
Massachusetts
$410K 17,900 +5,000 +39%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$390K 17,043 +333 +2%
KI
100
Koch Industries
Kansas
$384K 16,780 +16,780 New