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Carlyle Group
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Overview Fund Activity

174 hedge funds and large institutions have $1.77B invested in Carlyle Group in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 42 closing their positions.

Holders
174
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
44
Increased
49
Reduced
53
Closed
42
Calls
$28.8M
Puts
$4.24M
Net Calls
+$24.5M
Net Calls Change
+$11.8M

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$71.1M
2
UBS Group
2
UBS Group
Switzerland
$87.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$29.9M
4
CS
4
Credit Suisse
Switzerland
$44.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$89.4M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$119M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$88.8M
3
N
3
Natixis
France
$0
4
CFM
4
Coronation Fund Managers
South Africa
$2.52M
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
76
Simplex Trading
Illinois
$1.1M +$1.1M +34,204 New
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$1.02M -$147K -4,576 -13%
WSTAM
78
Wilbanks Smith & Thomas Asset Management
Virginia
$1.01M -$5.15M -160,408 -84%
PA
79
Pinnacle Associates
New York
$978K -$19.3K -600 -2%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$898K – – –
CMANY
81
Capital Management Associates (New York)
New York
$857K +$857K +26,703 New
SPIA
82
Steward Partners Investment Advisory
New York
$841K -$65.8K -2,054 -7%
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$834K +$834K +25,986 New
Truist Financial
84
Truist Financial
North Carolina
$818K +$818K +25,504 New
ACM
85
Ashford Capital Management
Delaware
$802K -$32.1K -1,000 -4%
GBA
86
Garrison Bradford & Associates
New York
$797K +$9.62K +300 +1%
PI
87
PEAK6 Investments
Illinois
$797K +$797K +24,857 New
SCA
88
Snowden Capital Advisors
New York
$740K +$740K +23,078 New
LWM
89
Laidlaw Wealth Management
New York
$723K +$723K +22,543 New
BI
90
Bramshill Investments
Florida
$677K -$1.52M -47,246 -69%
SRAM
91
Spouting Rock Asset Management
Pennsylvania
$674K +$674K +21,018 New
SOAMC
92
Spirit of America Management Corp
New York
$672K – – –
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$644K +$400K +12,456 +163%
SCCM
94
Schafer Cullen Capital Management
New York
$635K – – –
Acadian Asset Management
95
Acadian Asset Management
Massachusetts
$586K +$586K +18,269 New
DAC
96
Dividend Assets Capital
South Carolina
$584K – – –
NSIM
97
North Star Investment Management
Illinois
$580K +$417 +13 +0.1%
Bessemer Group
98
Bessemer Group
New Jersey
$580K +$580K +18,089 New
PCM
99
Penserra Capital Management
California
$576K -$702K -21,831 -55%
SAS
100
Stelac Advisory Services
New York
$576K +$17.4K +541 +3%
2 3
4
5 6