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Carlyle Group
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Overview Fund Activity

113 hedge funds and large institutions have $1.38B invested in Carlyle Group in 2014 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+17
Holders Change %
+17.71%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
30
Increased
46
Reduced
17
Closed
13
Calls
$5.88M
Puts
$7.97M
Net Calls
-$2.09M
Net Calls Change
+$10.3M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$225M
3
CS
3
Credit Suisse
Switzerland
$90.3M
4
PI
4
Putnam Investments
Massachusetts
$137M
5
Deutsche Bank
5
Deutsche Bank
Germany
$46.6M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$0
2
FPP
2
Findlay Park Partners
United Kingdom
$9.66M
3
LPLP
3
Lansdowne Partners Limited Partnership
United Kingdom
$31.5M
4
EGM
4
Espalier Global Management
New York
$0
5
ZDA
5
Zweig-DiMenna Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
101
Focused Wealth Management
New York
$77K +$77K +2,192 New
QT
102
Quantbot Technologies
New York
$66K +$34.8K +1,001 +111%
CRCP
103
Copper Rock Capital Partners
Massachusetts
$64K +$64K +1,831 New
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$55K +$46.2K +1,315 +526%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41K +$7.24K +205,947 +21%
TI
106
Turner Investments
Pennsylvania
$32K +$32K +900 New
WTC
107
WhitTier Trust Company
Nevada
$26K – – –
BRWM
108
B. Riley Wealth Management
Tennessee
$7K +$7K +200 New
CCS
109
Crosspoint Capital Strategies
California
$4K – – –
CBT
110
Central Bank & Trust
Kentucky
$4K – – –
HR
111
Howe & Rusling
New York
$4K +$2K +50 +100%
TRCT
112
Tower Research Capital (TRC)
New York
$2K -$36.7K -1,155 -95%
RIA
113
Regal Investment Advisors
Michigan
$1K – – –
TCM
114
TimesSquare Capital Management
New York
– -$78.2M -2,195,000 Closed
EGM
115
Espalier Global Management
New York
– -$8.02M -225,000 Closed
ZDA
116
Zweig-DiMenna Associates
New York
– -$7.48M -210,000 Closed
PAM
117
Panagora Asset Management
Massachusetts
– -$6.8M -190,798 Closed
ST
118
Spot Trading
Illinois
– -$2.36M -66,214 Closed
BCM
119
BlueMar Capital Management
Florida
– -$1.38M -38,700 Closed
OC
120
Oppenheimer & Co
New York
– -$602K -16,890 Closed
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
– -$464K -13,021 Closed
DD
122
Dominick & Dominick
New York
– -$338K -9,500 Closed
Jane Street
123
Jane Street
New York
– -$248K -6,971 Closed
T
124
TradeWorx
New Jersey
– -$239K -6,712 Closed
HCM
125
Highlander Capital Management
New Jersey
– -$8.91K -250 Closed
2 3 4
5
6