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Carlyle Group

123 hedge funds and large institutions have $583M invested in Carlyle Group in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 17 closing their positions.

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
43
Reduced
34
Closed
17
Calls
$5M
Puts
$19.3M
Net Calls
-$14.3M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AG
101
Advisor Group
Arizona
$55K
MFS
102
MSI Financial Services
Massachusetts
$51K +$1.43K +93 +3%
IA
103
IFP Advisors
Florida
$47K -$817 -54 -2%
Bessemer Group
104
Bessemer Group
New Jersey
$46K +$46K +3,000 New
HCM
105
Highlander Capital Management
New Jersey
$38K
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36K -$1.01K -67 -3%
CF
107
CenterStar Fund
Illinois
$34K
US Bancorp
108
US Bancorp
Minnesota
$26K
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$24K
PCM
110
Penserra Capital Management
California
$19K +$2.11K +145 +12%
YWP
111
YorkBridge Wealth Partners
New York
$19K +$19K +1,170 New
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$17K +$17K +1,138 New
MCM
113
MV Capital Management
Maryland
$11K
AIM
114
Advantage Investment Management
Iowa
$11K
WTC
115
WhitTier Trust Company
Nevada
$11K
WAM
116
Wealthspire Advisors (Maryland)
Maryland
$6K -$7K
TSW
117
Thompson Siegel & Walmsley
Virginia
$6K
HI
118
Hudock Inc
Pennsylvania
$6K +$1.06K +75 +21%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$4.79K
BWA
120
Burt Wealth Advisors
Maryland
$4K
BCM
121
Blume Capital Management
California
$3K -$16.5K -1,100 -85%
LYV
122
Live Your Vision
Pennsylvania
$2K
BIG
123
Bellwether Investment Group
Tennessee
$2K +$2K +117 New
BFEC
124
Benjamin F. Edwards & Company
Missouri
$1K
DADC
125
D.A. Davidson & Co
Montana
$1K