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Carlyle Group
CG

Overview Fund Activity

175 hedge funds and large institutions have $1.44B invested in Carlyle Group in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+27
Holders Change %
+18.24%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
35
Increased
60
Reduced
44
Closed
8
Calls
$21.6M
Puts
$8.92M
Net Calls
+$12.7M
Net Calls Change
-$5.41M

Top Buyers

1
Invesco
1
Invesco
Georgia
$78.5M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$41.8M
3
Jane Street
3
Jane Street
New York
$28.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$263M
5
CS
5
Credit Suisse
Switzerland
$17.8M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$1.75M
2
AU
2
Algebris (UK)
United Kingdom
$15.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.2M
4
AFG
4
American Financial Group
Ohio
$8.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$9.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
76
Colony Group
Massachusetts
$941K +$42.8K +1,672 +5%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$927K +$42.9K +1,677 +5%
AIM
78
Allen Investment Management
New York
$904K -$428K -16,754 -32%
Creative Planning
79
Creative Planning
Kansas
$889K -$15.1K -592 -2%
Canada Life
80
Canada Life
Manitoba, Canada
$884K -$114K -4,466 -11%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$881K +$50.1K +1,959 +6%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$867K +$302K +11,803 +53%
MS
83
Maven Securities
Jersey
$860K +$860K +33,750 New
IA
84
IFP Advisors
Florida
$845K +$845K +32,811 New
PA
85
Pinnacle Associates
New York
$794K -$51.1K -2,000 -6%
SH
86
SeaTown Holdings
Singapore
$750K +$750K +29,351 New
SPIA
87
Steward Partners Investment Advisory
New York
$723K -$11K -431 -2%
Bank of New York Mellon
88
Bank of New York Mellon
New York
$716K -$192K -7,500 -21%
ACM
89
Ashford Capital Management
Delaware
$665K – – –
SWM
90
Stockman Wealth Management
Montana
$665K – – –
SM
91
SG3 Management
Puerto Rico
$639K +$256K +10,000 +67%
JG
92
Jefferies Group
New York
$639K +$639K +25,000 New
GBA
93
Garrison Bradford & Associates
New York
$627K +$215K +8,400 +52%
HighTower Advisors
94
HighTower Advisors
Illinois
$620K -$739K -28,882 -54%
PAG
95
Private Advisor Group
New Jersey
$602K +$19.1K +748 +3%
SOAMC
96
Spirit of America Management Corp
New York
$535K – – –
EGA
97
E&G Advisors
Texas
$524K -$115K -4,500 -18%
SCCM
98
Schafer Cullen Capital Management
New York
$506K – – –
M&T Bank
99
M&T Bank
New York
$468K -$134K -5,225 -22%
DAC
100
Dividend Assets Capital
South Carolina
$465K – – –
2 3
4
5 6