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Carlyle Group
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Overview Fund Activity

108 hedge funds and large institutions have $1.08B invested in Carlyle Group in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 23 closing their positions.

Holders
108
Holders Change
-1
Holders Change %
-0.92%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
25
Increased
35
Reduced
31
Closed
23
Calls
$4.34M
Puts
$13.5M
Net Calls
-$9.11M
Net Calls Change
-$9.65M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$91.1M
2
Deutsche Bank
2
Deutsche Bank
Germany
$44.2M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$13.8M
4
IG
4
ING Group
Netherlands
$25.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.2M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
PI
2
Putnam Investments
Massachusetts
$35.6M
3
PIM
3
Perkins Investment Management
Illinois
$34.3M
4
BMO
4
Beck Mack & Oliver
New York
$18.4M
5
CS
5
Credit Suisse
Switzerland
$58M
Name Market Value Shares Shares
Change 		Shares
Change %
UFA
101
US Financial Advisors
Massachusetts
$14K 500 +500 New
BRWM
102
B. Riley Wealth Management
Tennessee
$8K 304 +1 +0.3%
BWA
103
Burt Wealth Advisors
Maryland
$7K 245 +245 New
Canada Life
104
Canada Life
Manitoba, Canada
$6K 223 – –
HF
105
Hoxton Financial
West Virginia
$6K 221 +221 New
CBT
106
Central Bank & Trust
Kentucky
$3K 100 – –
JIC
107
Joel Isaacson & Co
New York
$3K 109 – –
HR
108
Howe & Rusling
New York
$2K 80 +40 +100%
ACM
109
Americafirst Capital Management
California
– – -108,846 Closed
PWP
110
Private Wealth Partners
California
– – -54,300 Closed
First Trust Advisors
111
First Trust Advisors
Illinois
– – -35,459 Closed
IGIM
112
I.G. Investment Management
Manitoba, Canada
– – -30,114 Closed
Mackenzie Financial
113
Mackenzie Financial
Ontario, Canada
– – -23,400 Closed
CBOA
114
Commonwealth Bank of Australia
Australia
– – -20,278 Closed
WTB
115
Washington Trust Bank
Washington
– – -17,000 Closed
Walleye Trading
116
Walleye Trading
New York
– – -16,020 Closed
AL
117
Airain Ltd
Guernsey
– – -15,082 Closed
HI
118
Horizon Investments
North Carolina
– – -12,353 Closed
JG
119
Jefferies Group
New York
– – -11,000 Closed
FSA
120
Franklin Street Advisors
North Carolina
– – -10,000 Closed
William Blair & Company
121
William Blair & Company
Illinois
– – -9,225 Closed
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
– – -8,859 Closed
PA
123
Pinnacle Associates
New York
– – -8,737 Closed
WA
124
WFG Advisors
Texas
– – -8,389 Closed
KAM
125
Keeley Asset Management
Illinois
– – -7,500 Closed
2 3 4
5
6