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Carlyle Group

135 hedge funds and large institutions have $1.21B invested in Carlyle Group in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 11 closing their positions.

Holders
135
Holders Change
+11
Holders Change %
+8.87%
% of All Funds
3.64%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
22
Increased
47
Reduced
38
Closed
11
Calls
$13.8M
Puts
$7.57M
Net Calls
+$6.23M
Net Calls Change
+$9.53M
Name Market Value Shares Shares
Change
Shares
Change %
PMG
101
ProVise Management Group
Florida
$245K 8,700 +500 +6%
VKH
102
Virtu KCG Holdings
New York
$242K 8,583 +8,583 New
PA
103
Pinnacle Associates
New York
$240K 8,525 -175 -2%
CA
104
Cetera Advisors
Colorado
$234K 8,300
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$228K 8,110 +8,110 New
CAN
106
Cetera Advisor Networks
California
$223K 8,150
BAAM
107
Baker Avenue Asset Management
California
$222K 7,900 -16,900 -68%
V
108
Veritable
Delaware
$218K 7,750 -6,900 -47%
FWM
109
Focused Wealth Management
New York
$174K 6,170 +8 +0.1%
SFFS
110
Stonehage Fleming Financial Services
Jersey
$172K 6,100
ST
111
Spot Trading
Illinois
$146K 5,175 -11,123 -68%
EWM
112
Evercore Wealth Management
New York
$141K 5,000 +1,000 +25%
BFEC
113
Benjamin F. Edwards & Company
Missouri
$91K 3,219
PI
114
PineBridge Investments
New York
$90K 3,198
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$81K 2,889 +1,313 +83%
SSB
116
Sandy Spring Bank
Maryland
$70K 2,500
QT
117
Quantbot Technologies
New York
$65K 2,314 +2,314 New
Simplex Trading
118
Simplex Trading
Illinois
$61K 2,179 -9,267 -81%
UFA
119
US Financial Advisors
Massachusetts
$59K 2,100 +1,600 +320%
FCCM
120
First City Capital Management
Georgia
$58.1K 4,094 +4,094 New
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.4K 1,433,997 -34,483 -2%
NSIM
122
North Star Investment Management
Illinois
$28K 1,000
Parallax Volatility Advisers
123
Parallax Volatility Advisers
California
$24K 861 -632 -42%
WTC
124
WhitTier Trust Company
Nevada
$21K 740
KA
125
Klingman & Associates
New York
$19K 675