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Carlyle Group
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Overview Fund Activity

156 hedge funds and large institutions have $761M invested in Carlyle Group in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 27 closing their positions.

Holders
156
Holders Change
-12
Holders Change %
-7.14%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
56
Reduced
56
Closed
27
Calls
$15.3M
Puts
$3.58M
Net Calls
+$11.7M
Net Calls Change
+$1.29M

Top Buyers

1
N
1
Natixis
France
$44.6M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$73.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$152M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$19M
5
UBS Group
5
UBS Group
Switzerland
$20.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$9.35M
2
AIM
2
Artemis Investment Management
United Kingdom
$47.1M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$4.73M
4
Jane Street
4
Jane Street
New York
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$488K 30,998 +4,683 +18%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$475K 30,169 -429 -1%
HighTower Advisors
78
HighTower Advisors
Illinois
$464K 29,387 -39,879 -58%
SPIA
79
Steward Partners Investment Advisory
New York
$451K 28,664 -707 -2%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$418K 26,562 +4,640 +21%
ACM
81
Ashford Capital Management
Delaware
$410K 26,000 +5,800 +29%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$394K 25,000 – –
PAWC
83
P.A.W. Capital
Connecticut
$394K 25,000 – –
Ameriprise
84
Ameriprise
Minnesota
$379K 24,061 -9,074 -27%
AAM
85
Advisors Asset Management
Colorado
$375K 23,789 -1,705 -7%
PAG
86
Private Advisor Group
New Jersey
$375K 23,810 +23,810 New
SOAMC
87
Spirit of America Management Corp
New York
$330K 20,950 – –
IA
88
IFP Advisors
Florida
$325K 20,105 +1,563 +8%
SWM
89
SeaCrest Wealth Management
New York
$319K 20,237 +7,796 +63%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$309K 19,660 +4,213 +27%
JG
91
Jefferies Group
New York
$299K 18,975 +18,975 New
Arrowstreet Capital
92
Arrowstreet Capital
Massachusetts
$293K 18,600 +18,600 New
DAC
93
Dividend Assets Capital
South Carolina
$287K 18,200 +6,200 +52%
PM
94
Parametrica Management
Hong Kong
$285K 18,076 +18,076 New
BWP
95
Baldwin Wealth Partners
Massachusetts
$277K 17,610 – –
Brown Advisory
96
Brown Advisory
Maryland
$269K 17,050 -1,250 -7%
CAN
97
Cetera Advisor Networks
California
$255K 16,245 +5 +0%
GBA
98
Garrison Bradford & Associates
New York
$254K 16,150 +1,000 +7%
CAM
99
Carret Asset Management
New York
$238K 15,100 +200 +1%
Canada Life
100
Canada Life
Manitoba, Canada
$235K 15,440 +1,432 +10%
2 3
4
5 6