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Carlyle Group
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Overview Fund Activity

172 hedge funds and large institutions have $907M invested in Carlyle Group in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
58
Reduced
46
Closed
14
Calls
$15.1M
Puts
$11M
Net Calls
+$4.18M
Net Calls Change
+$4.79M

Top Buyers

1
Alkeon Capital Management
Alkeon Capital Management
New York
+$26.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$16.7M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$6.94M
4
PGH
Partners Group Holding
Switzerland
+$6.67M
5
AIM
Artemis Investment Management
United Kingdom
+$5.31M

Top Sellers

1
DG
Delek Group
Israel
-$9.38M
2
Renaissance Technologies
Renaissance Technologies
New York
-$9.01M
3
Deutsche Bank
Deutsche Bank
Germany
-$5.43M
4
MWNA
Marshall Wace North America
New York
-$5.14M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
76
PineBridge Investments
New York
$639K +$165K +7,740 +35%
Creative Planning
77
Creative Planning
Kansas
$631K +$9.46K +443 +2%
HighTower Advisors
78
HighTower Advisors
Illinois
$616K +$63.1K +2,960 +11%
AAM
79
Advisors Asset Management
Colorado
$609K +$124K +5,430 +26%
SPIA
80
Steward Partners Investment Advisory
New York
$608K +$608K +28,504 New
EGA
81
E&G Advisors
Texas
$587K +$149 +7 +0%
PAWC
82
P.A.W. Capital
Connecticut
$576K – – –
HSBC Holdings
83
HSBC Holdings
United Kingdom
$572K -$208K -9,722 -27%
Walleye Trading
84
Walleye Trading
New York
$548K +$74.8K +3,502 +16%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$534K +$534K +25,000 New
BAS
86
Brown Advisory Securities
Maryland
$524K -$32.1K -1,500 -6%
FM
87
Forward Management
California
$474K +$474K +22,217 New
LG
88
Leuthold Group
Minnesota
$469K +$469K +21,955 New
CI
89
Cavalier Investments
Georgia
$455K – – –
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$450K +$23.1K +1,082 +5%
ACM
91
Ashford Capital Management
Delaware
$442K – – –
Brown Advisory
92
Brown Advisory
Maryland
$427K – – –
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$427K – – –
Wolverine Trading
94
Wolverine Trading
Illinois
$386K -$102K -4,791 -21%
KI
95
Koch Industries
Kansas
$385K +$26.4K +1,236 +7%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$381K +$320K +15,000 +527%
BWP
97
Baldwin Wealth Partners
Massachusetts
$376K -$6.19K -290 -2%
AIM
98
Allen Investment Management
New York
$358K +$358K +16,754 New
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$355K -$8.12K -381 -2%
SWM
100
SeaCrest Wealth Management
New York
$331K +$320 +15 +0.1%
2 3
4
5 6