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Carlyle Group

133 hedge funds and large institutions have $560M invested in Carlyle Group in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 11 closing their positions.

Holders
133
Holders Change
+10
Holders Change %
+8.13%
% of All Funds
3.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
45
Reduced
37
Closed
11
Calls
$4.07M
Puts
$7.17M
Net Calls
-$3.1M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Simplex Trading
101
Simplex Trading
Illinois
$87K -$475K -30,048 -85%
PCM
102
Penserra Capital Management
California
$77K +$56.2K +3,526 +269%
WA
103
WFG Advisors
Texas
$66K -$6.22K -389 -9%
KPCM
104
Kings Point Capital Management
New York
$64K +$64K +4,000 New
SSB
105
Sandy Spring Bank
Maryland
$60K
IA
106
IFP Advisors
Florida
$50K +$224 +14 +0.5%
Bessemer Group
107
Bessemer Group
New Jersey
$48K
GWS
108
Glassman Wealth Services
Virginia
$42K +$42K +2,612 New
HCM
109
Highlander Capital Management
New Jersey
$40K
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38K
IWM
111
IHT Wealth Management
Illinois
$33K +$33K +2,044 New
ASN
112
Advisory Services Network
Georgia
$33K +$33K +2,092 New
US Bancorp
113
US Bancorp
Minnesota
$27K
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$26K
YWP
115
YorkBridge Wealth Partners
New York
$20K
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$18K
CG
117
Cutler Group
California
$15K -$61.7K -4,100 -80%
QAM
118
QCI Asset Management
New York
$13K +$13K +800 New
WTC
119
WhitTier Trust Company
Nevada
$12K
MCM
120
MV Capital Management
Maryland
$11K
CBT
121
Central Bank & Trust
Kentucky
$11K +$11K +700 New
PFO
122
Pathstone Family Office
New Jersey
$8K +$8K +500 New
WP
123
WealthPLAN Partners
Nebraska
$7.12K +$7.12K +448 New
HI
124
Hudock Inc
Pennsylvania
$6K
TSW
125
Thompson Siegel & Walmsley
Virginia
$6K