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Carlyle Group
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Overview Fund Activity

152 hedge funds and large institutions have $838M invested in Carlyle Group in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 19 closing their positions.

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
57
Reduced
46
Closed
19
Calls
$13.5M
Puts
$6.51M
Net Calls
+$6.95M
Net Calls Change
-$4.75M

Top Buyers

1
BI
1
Bramshill Investments
Florida
$14.7M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$94.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$30.2M
4
UBS Group
4
UBS Group
Switzerland
$29.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$16M

Top Sellers

1
N
1
Natixis
France
$14.7M
2
PGH
2
Partners Group Holding
Switzerland
$10.1M
3
HCS
3
Harvest Capital Strategies
California
$0
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$0
5
AIM
5
Artemis Investment Management
United Kingdom
$47.3M
Name Market Value Shares Shares
Change 		Shares
Change %
EGA
76
E&G Advisors
Texas
$457K 24,990 -6,000 -19%
PAWC
77
P.A.W. Capital
Connecticut
$457K 25,000 – –
PAG
78
Private Advisor Group
New Jersey
$427K 23,358 -452 -2%
Group One Trading
79
Group One Trading
Illinois
$397K 21,736 +11,126 +105%
SOAMC
80
Spirit of America Management Corp
New York
$383K 20,950 – –
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$382K 20,881 -41,051 -66%
IA
82
IFP Advisors
Florida
$368K 20,145 +40 +0.2%
DAC
83
Dividend Assets Capital
South Carolina
$333K 18,200 – –
EIA
84
Edgemoor Investment Advisors
Maryland
$328K 17,920 +17,920 New
BWP
85
Baldwin Wealth Partners
Massachusetts
$309K 16,900 -710 -4%
CAN
86
Cetera Advisor Networks
California
$302K 16,439 +194 +1%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$300K 16,424 -32,003 -66%
Brown Advisory
88
Brown Advisory
Maryland
$299K 16,332 -718 -4%
GBA
89
Garrison Bradford & Associates
New York
$295K 16,150 – –
CAM
90
Carret Asset Management
New York
$287K 15,700 +600 +4%
SWM
91
SeaCrest Wealth Management
New York
$270K 14,764 -5,473 -27%
FTIOP
92
Fiduciary Trust International of Pennsylvania
Pennsylvania
$267K 14,645 +1,500 +11%
SCM
93
Sterneck Capital Management
Missouri
$265K 14,500 +14,500 New
SCCM
94
Schafer Cullen Capital Management
New York
$262K 14,350 +14,350 New
NSIM
95
North Star Investment Management
Illinois
$241K 13,200 +900 +7%
AG
96
Advisor Group
Arizona
$240K 13,169 +2,383 +22%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$222K 12,136 +12,136 New
SB
98
Suntrust Banks
Georgia
$205K 12,575 +1,348 +12%
JA
99
JOYN Advisors
Georgia
$198K 10,851 -630 -5%
Wolverine Trading
100
Wolverine Trading
Illinois
$187K 10,215 +10,215 New
2 3
4
5 6