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Carlyle Group
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Overview Fund Activity

290 hedge funds and large institutions have $3.93B invested in Carlyle Group in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 98 increasing their positions, 87 reducing their positions, and 34 closing their positions.

Holders
290
Holders Change
+29
Holders Change %
+11.11%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
64
Increased
98
Reduced
87
Closed
34
Calls
$96M
Puts
$16.6M
Net Calls
+$79.4M
Net Calls Change
-$4.49M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$72.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$479M
3
Millennium Management
3
Millennium Management
New York
$40.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$352M
5
SC
5
Samlyn Capital
New York
$36.4M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$286M
2
AIM
2
Artemis Investment Management
United Kingdom
$0
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$50.3M
4
SSA
4
Schonfeld Strategic Advisors
New York
$14.4M
5
Bank of America
5
Bank of America
North Carolina
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Trust & Banking
76
Mitsubishi UFJ Trust & Banking
Japan
$3.35M -$9.43K -300 -0.3%
Marshall Wace
77
Marshall Wace
United Kingdom
$3.32M +$3.32M +105,539 New
Citigroup
78
Citigroup
New York
$3.24M -$4.41M -140,438 -58%
RA
79
Royce & Associates
New York
$3.2M -$270K -8,580 -8%
AAF
80
Andra AP-fonden
Sweden
$3.08M +$305K +9,700 +11%
WSCM
81
Wellington Shields Capital Management
New York
$2.98M +$301K +9,581 +11%
RJA
82
Raymond James & Associates
Florida
$2.89M -$496K -15,774 -15%
State of New Jersey Common Pension Fund D
83
State of New Jersey Common Pension Fund D
New Jersey
$2.86M -$136K -4,338 -5%
MME
84
Meag Munich Ergo
Germany
$2.78M +$855K +27,212 +44%
CSS
85
Cubist Systematic Strategies
Connecticut
$2.75M +$1.43M +45,448 +108%
CBA
86
Coastal Bridge Advisors
Connecticut
$2.65M – – –
HSBC Holdings
87
HSBC Holdings
United Kingdom
$2.59M -$745K -23,720 -22%
HAI
88
Hennessy Advisors Inc
California
$2.52M -$66K -2,100 -3%
PCM
89
Poehling Capital Management
Wisconsin
$2.5M -$48.4K -1,539 -2%
TYCC
90
Texas Yale Capital Corp
Florida
$2.5M +$25.6K +813 +1%
SMG
91
Spectrum Management Group
Indiana
$2.5M +$147K +4,669 +6%
UCFA
92
United Capital Financial Advisors
Texas
$2.49M +$191K +6,090 +8%
American Century Companies
93
American Century Companies
Missouri
$2.35M +$2.35M +74,886 New
Stifel Financial
94
Stifel Financial
Missouri
$2.33M -$114K -3,624 -5%
AAMU
95
AEGON Asset Management (UK)
United Kingdom
$2.25M – – –
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$2.22M +$745K +23,707 +50%
Asset Management One
97
Asset Management One
Japan
$2.22M -$19.3K -616 -0.9%
AAM
98
Augustine Asset Management
Florida
$2.19M -$25.6K -815 -1%
FAF
99
Fjarde Ap-fonden
Sweden
$2.19M -$317K -10,100 -13%
AllianceBernstein
100
AllianceBernstein
Tennessee
$2.13M +$60.4K +1,920 +3%
2 3
4
5 6