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Carlyle Group

169 hedge funds and large institutions have $934M invested in Carlyle Group in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
169
Holders Change
+17
Holders Change %
+11.18%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
62
Reduced
45
Closed
13
Calls
$5.26M
Puts
$5.87M
Net Calls
-$610K
Net Calls Change
-$3.25M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
101
SeaCrest Wealth Management
New York
$355K +$355K +15,503 New
CAM
102
Carret Asset Management
New York
$350K +$52.6K +2,300 +18%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$345K +$111K +4,844 +47%
LSAG
104
Lake Street Advisors Group
New Hampshire
$336K +$336K +14,655 New
SOAMC
105
Spirit of America Management Corp
New York
$330K
SCCM
106
Schafer Cullen Capital Management
New York
$325K
PWP
107
Private Wealth Partners
California
$319K
CAN
108
Cetera Advisor Networks
California
$318K -$250K -10,917 -44%
GCP
109
GSA Capital Partners
United Kingdom
$304K +$304K +13,295 New
FWM
110
Focused Wealth Management
New York
$296K -$93.4K -4,074 -24%
GBA
111
Garrison Bradford & Associates
New York
$278K
IA
112
Investor AB
Sweden
$275K -$289K -12,600 -51%
DAC
113
Dividend Assets Capital
South Carolina
$274K
FTIOP
114
Fiduciary Trust International of Pennsylvania
Pennsylvania
$272K +$6.41K +280 +2%
PFS
115
Prospera Financial Services
Texas
$271K -$4.92K -214 -2%
AG
116
Advisor Group
Arizona
$259K +$65.2K +2,848 +34%
Cambridge Investment Research Advisors
117
Cambridge Investment Research Advisors
Iowa
$245K -$65.1K -2,843 -21%
PCA
118
Personal Capital Advisors
California
$234K +$4.59K +200 +2%
CAM
119
Cacti Asset Management
Georgia
$229K
WPP
120
Whalerock Point Partners
Rhode Island
$229K +$229K +10,000 New
BWM
121
BigSur Wealth Management
Florida
$227K -$39.2K -1,710 -15%
KA
122
Kovack Advisors
Florida
$222K +$7.27K +317 +3%
1WA
123
180 Wealth Advisors
Washington
$219K +$219K +9,551 New
PC
124
Palo Capital
California
$214K +$214K +9,350 New
HCM
125
Hollencrest Capital Management
California
$204K +$5.14K +225 +3%