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Carlyle Group
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Overview Fund Activity

261 hedge funds and large institutions have $2.89B invested in Carlyle Group in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 87 increasing their positions, 86 reducing their positions, and 32 closing their positions.

Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
47
Increased
87
Reduced
86
Closed
32
Calls
$109M
Puts
$24.7M
Net Calls
+$83.9M
Net Calls Change
-$51.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$246M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$134M
3
Norges Bank
3
Norges Bank
Norway
$23.7M
4
Deutsche Bank
4
Deutsche Bank
Germany
$28.7M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$23.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.1M
2
AIM
2
Artemis Investment Management
United Kingdom
$14.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$340M
4
BlackRock
4
BlackRock
New York
$161M
5
BAMCO Inc
5
BAMCO Inc
New York
$67.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAI
76
Hennessy Advisors Inc
California
$2.03M -$86.3K -3,500 -4%
PCM
77
Poehling Capital Management
Wisconsin
$2M -$63.4K -2,572 -3%
FAF
78
Fjarde Ap-fonden
Sweden
$1.97M +$289K +11,700 +17%
TYCC
79
Texas Yale Capital Corp
Florida
$1.94M +$50.3K +2,038 +3%
Stifel Financial
80
Stifel Financial
Missouri
$1.92M -$1.15M -46,767 -38%
SMG
81
Spectrum Management Group
Indiana
$1.85M -$627K -25,434 -25%
UCFA
82
United Capital Financial Advisors
Texas
$1.8M -$148K -6,000 -8%
Asset Management One
83
Asset Management One
Japan
$1.77M – – –
AAMU
84
AEGON Asset Management (UK)
United Kingdom
$1.77M +$121K +4,906 +7%
AAM
85
Augustine Asset Management
Florida
$1.74M -$97.7K -3,962 -5%
State of Wisconsin Investment Board
86
State of Wisconsin Investment Board
Wisconsin
$1.74M +$6.91K +280 +0.4%
Bank of Nova Scotia
87
Bank of Nova Scotia
Ontario, Canada
$1.73M +$1.73M +70,000 New
Canada Life
88
Canada Life
Manitoba, Canada
$1.65M -$228K -9,237 -12%
SC
89
Slow Capital
California
$1.63M +$139K +5,628 +9%
AllianceBernstein
90
AllianceBernstein
Tennessee
$1.62M -$110K -4,454 -6%
ECA
91
Elevated Capital Advisors
Utah
$1.57M -$1.93K -69 -0.1%
SPC
92
Sigma Planning Corp
Michigan
$1.56M -$380K -15,408 -20%
CFM
93
Coronation Fund Managers
South Africa
$1.55M -$84.4K -3,421 -5%
MME
94
Meag Munich Ergo
Germany
$1.51M +$1.51M +61,213 New
MCM
95
McKinley Capital Management
Alaska
$1.49M -$87.9K -3,565 -6%
PAMU
96
Pictet Asset Management (UK)
United Kingdom
$1.47M +$34.8K +1,411 +2%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$1.46M +$485K +19,655 +50%
ACI
98
AMP Capital Investors
Australia
$1.39M +$835K +33,947 +151%
Citadel Advisors
99
Citadel Advisors
Florida
$1.31M +$1.31M +53,224 New
LPL Financial
100
LPL Financial
California
$1.27M -$49K -1,988 -4%
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4
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