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Carlyle Group
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Overview Fund Activity

246 hedge funds and large institutions have $3.18B invested in Carlyle Group in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 35 closing their positions.

Holders
246
Holders Change
+51
Holders Change %
+26.15%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
89
Increased
61
Reduced
63
Closed
35
Calls
$164M
Puts
$29.5M
Net Calls
+$135M
Net Calls Change
+$91M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$405M
2
Capital World Investors
2
Capital World Investors
California
$352M
3
BlackRock
3
BlackRock
New York
$195M
4
State Street
4
State Street
Massachusetts
$65M
5
Bessemer Group
5
Bessemer Group
New Jersey
$56.5M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$105M
2
Millennium Management
2
Millennium Management
New York
$0
3
AIM
3
Artemis Investment Management
United Kingdom
$38.8M
4
N
4
Natixis
France
$0
5
VVP
5
Vulcan Value Partners
Alabama
$678M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
ALPS Advisors
Colorado
$2.37M -$583K -20,900 -20%
PCM
77
Poehling Capital Management
Wisconsin
$2.34M +$1.17M +41,830 +100%
UCFA
78
United Capital Financial Advisors
Texas
$2.21M +$173K +6,200 +9%
SPC
79
Sigma Planning Corp
Michigan
$2.19M +$663K +23,772 +43%
TYCC
80
Texas Yale Capital Corp
Florida
$2.14M +$2.14M +76,684 New
Parallax Volatility Advisers
81
Parallax Volatility Advisers
California
$2.13M +$1.99M +71,414 +1,478%
Canada Life
82
Canada Life
Manitoba, Canada
$2.11M +$1.2M +43,164 +131%
AAM
83
Augustine Asset Management
Florida
$2.08M -$16.7K -597 -0.8%
KC
84
Kingfisher Capital
North Carolina
$2M +$65.9K +2,361 +3%
Asset Management One
85
Asset Management One
Japan
$2M +$2M +71,540 New
AllianceBernstein
86
AllianceBernstein
Tennessee
$1.96M -$35.6K -1,277 -2%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$1.96M +$1.96M +70,100 New
FAF
88
Fjarde Ap-fonden
Sweden
$1.9M +$1.9M +68,100 New
Osaic Holdings
89
Osaic Holdings
Arizona
$1.89M +$296K +10,604 +19%
AAMU
90
AEGON Asset Management (UK)
United Kingdom
$1.86M +$1.86M +66,727 New
CFM
91
Coronation Fund Managers
South Africa
$1.85M -$331K -11,868 -15%
MCM
92
McKinley Capital Management
Alaska
$1.79M +$1.79M +64,059 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$1.73M -$238K -8,519 -12%
SC
94
Slow Capital
California
$1.68M -$18.8K -674 -1%
PAMU
95
Pictet Asset Management (UK)
United Kingdom
$1.62M +$1.62M +58,040 New
ECA
96
Elevated Capital Advisors
Utah
$1.51M +$1.51M +56,028 New
LPL Financial
97
LPL Financial
California
$1.49M +$82.3K +2,950 +6%
BGIM
98
Brandywine Global Investment Management
Pennsylvania
$1.38M +$477K +17,110 +53%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$1.34M +$1.34M +47,854 New
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$1.3M +$33.8K +1,212 +3%
2 3
4
5 6