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Carlyle Group

124 hedge funds and large institutions have $1.03B invested in Carlyle Group in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 16 closing their positions.

Holders
124
Holders Change
+16
Holders Change %
+14.81%
% of All Funds
3.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
32
Increased
36
Reduced
32
Closed
16
Calls
$3.76M
Puts
$7.06M
Net Calls
-$3.3M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$148K -$127K -4,672 -46%
EWM
102
Evercore Wealth Management
New York
$108K
Creative Planning
103
Creative Planning
Kansas
$108K +$32.4K +1,200 +43%
PI
104
PineBridge Investments
New York
$87K
BFEC
105
Benjamin F. Edwards & Company
Missouri
$87K +$39.7K +1,469 +84%
SSB
106
Sandy Spring Bank
Maryland
$68K -$54.4K -2,000 -44%
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$43K +$4.64K +170 +12%
PCM
108
Prelude Capital Management
New York
$41K +$41K +1,500 New
Parallax Volatility Advisers
109
Parallax Volatility Advisers
California
$40K +$17.1K +640 +75%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.8K +$1.81K +66,665 +5%
FNBT
111
FineMark National Bank & Trust
Florida
$27K +$27K +1,000 New
NSIM
112
North Star Investment Management
Illinois
$27K +$27K +1,000 New
WTC
113
WhitTier Trust Company
Nevada
$20K
KA
114
Klingman & Associates
New York
$18K
UFA
115
US Financial Advisors
Massachusetts
$14K
TRCT
116
Tower Research Capital (TRC)
New York
$12K +$12K +451 New
BRWM
117
B. Riley Wealth Management
Tennessee
$11K +$3.08K +118 +39%
BWA
118
Burt Wealth Advisors
Maryland
$7K
HF
119
Hoxton Financial
West Virginia
$6K
Canada Life
120
Canada Life
Manitoba, Canada
$6K
CBT
121
Central Bank & Trust
Kentucky
$3K
JIC
122
Joel Isaacson & Co
New York
$3K
WA
123
Waverly Advisors
Alabama
$2K +$2K +74 New
HR
124
Howe & Rusling
New York
$1K -$1K -40 -50%
PIM
125
Perkins Investment Management
Illinois
-$34.3M -1,246,717 Closed