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Carlyle Group
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Overview Fund Activity

195 hedge funds and large institutions have $1.78B invested in Carlyle Group in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 48 closing their positions.

Holders
195
Holders Change
+21
Holders Change %
+12.07%
% of All Funds
4.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
71
Increased
50
Reduced
49
Closed
48
Calls
$53.1M
Puts
$9.13M
Net Calls
+$44M
Net Calls Change
+$19.5M

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$543M
2
Capital World Investors
2
Capital World Investors
California
$114M
3
JSP
3
Jackson Square Partners
California
$73.5M
4
Millennium Management
4
Millennium Management
New York
$42.1M
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$117M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$145M
2
Invesco
2
Invesco
Georgia
$13.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.82M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$14.1M
5
UBS Group
5
UBS Group
Switzerland
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
76
Victory Capital Management
Texas
$1.47M 67,750 +67,750 New
SC
77
Slow Capital
California
$1.32M 60,943 +60,943 New
AGM
78
Alpine Global Management
New York
$1.29M 59,738 +59,738 New
Osaic Holdings
79
Osaic Holdings
Arizona
$1.24M 57,161 +57,161 New
SPC
80
Sigma Planning Corp
Michigan
$1.19M 54,823 +54,823 New
Citadel Advisors
81
Citadel Advisors
Florida
$1.17M 54,009 -29,706 -35%
CSS
82
Cubist Systematic Strategies
Connecticut
$1.16M 53,714 +53,714 New
ET
83
Equitable Trust
Tennessee
$1.1M 50,667 +50,667 New
LPL Financial
84
LPL Financial
California
$1.09M 50,356 -5,463 -10%
WFG
85
Wills Financial Group
Virginia
$1.02M 47,233 +47,233 New
IA
86
IFP Advisors
Florida
$1.01M 42,498 +2,211 +5%
DADC
87
D.A. Davidson & Co
Montana
$993K 45,850 +2,450 +6%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$981K 45,344 +27,502 +154%
CG
89
Colony Group
Massachusetts
$977K 45,147 +2,943 +7%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$963K 44,458 +12,763 +40%
PCM
91
Poehling Capital Management
Wisconsin
$908K 41,940 +41,940 New
Ameriprise
92
Ameriprise
Minnesota
$859K 39,658 -14,945 -27%
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$827K 38,186 +12,200 +47%
JI
94
Jeereddi Investments
California
$791K 36,527 – –
Jane Street
95
Jane Street
New York
$790K 36,482 -1,085,665 -97%
RC
96
RegentAtlantic Capital
New Jersey
$784K 36,212 +36,212 New
CMANY
97
Capital Management Associates (New York)
New York
$772K 35,640 +8,937 +33%
Canada Life
98
Canada Life
Manitoba, Canada
$719K 32,917 -2,655 -7%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$711K 32,871 -3,700 -10%
BGIM
100
Brandywine Global Investment Management
Pennsylvania
$701K 32,340 +32,340 New
2 3
4
5 6