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Carlyle Group
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Overview Fund Activity

168 hedge funds and large institutions have $1.01B invested in Carlyle Group in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 18 closing their positions.

Holders
168
Holders Change
+7
Holders Change %
+4.35%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
26
Increased
57
Reduced
45
Closed
18
Calls
$16.3M
Puts
$5.86M
Net Calls
+$10.4M
Net Calls Change
+$7.86M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$18.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$18.9M
4
AIM
4
Artemis Investment Management
United Kingdom
$82.3M
5
Jane Street
5
Jane Street
New York
$7.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.31M
2
CFM
2
Coronation Fund Managers
South Africa
$11.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
IG
4
ING Group
Netherlands
$0
5
JIR
5
James Investment Research
Ohio
$1.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
76
Ameriprise
Minnesota
$747K 33,135 +2,865 +9%
CM
77
Caption Management
Oklahoma
$731K 32,400 +32,400 New
EGA
78
E&G Advisors
Texas
$699K 30,990 +4,000 +15%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$690K 30,598 +2,085 +7%
PFS
80
Prospera Financial Services
Texas
$666K 31,226 +2,615 +9%
SPIA
81
Steward Partners Investment Advisory
New York
$662K 29,371 +481 +2%
Creative Planning
82
Creative Planning
Kansas
$593K 26,315 -3,598 -12%
MWNA
83
Marshall Wace North America
New York
$581K 25,752 -39,875 -61%
AAM
84
Advisors Asset Management
Colorado
$575K 25,494 -420 -2%
PAWC
85
P.A.W. Capital
Connecticut
$564K 25,000 – –
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$564K 25,000 – –
BAS
87
Brown Advisory Securities
Maryland
$554K 24,510 – –
HSBC Holdings
88
HSBC Holdings
United Kingdom
$494K 21,922 – –
Simplex Trading
89
Simplex Trading
Illinois
$483K 21,453 +21,453 New
SOAMC
90
Spirit of America Management Corp
New York
$472K 20,950 – –
ACM
91
Ashford Capital Management
Delaware
$456K 20,200 -500 -2%
IA
92
IFP Advisors
Florida
$418K 18,542 +12,539 +209%
Brown Advisory
93
Brown Advisory
Maryland
$413K 18,300 -2,400 -12%
BWP
94
Baldwin Wealth Partners
Massachusetts
$397K 17,610 – –
CAN
95
Cetera Advisor Networks
California
$367K 16,240 +16,240 New
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$348K 15,447 +618 +4%
GBA
97
Garrison Bradford & Associates
New York
$342K 15,150 +1,500 +11%
CAM
98
Carret Asset Management
New York
$336K 14,900 – –
SCCM
99
Schafer Cullen Capital Management
New York
$320K 14,190 – –
Canada Life
100
Canada Life
Manitoba, Canada
$316K 14,008 +770 +6%
2 3
4
5 6