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Carlyle Group
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Overview Fund Activity

168 hedge funds and large institutions have $1.01B invested in Carlyle Group in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 18 closing their positions.

Holders
168
Holders Change
+7
Holders Change %
+4.35%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
26
Increased
57
Reduced
45
Closed
18
Calls
$16.3M
Puts
$5.86M
Net Calls
+$10.4M
Net Calls Change
+$7.86M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$18.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$18.9M
4
AIM
4
Artemis Investment Management
United Kingdom
$82.3M
5
Jane Street
5
Jane Street
New York
$7.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.31M
2
CFM
2
Coronation Fund Managers
South Africa
$11.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
IG
4
ING Group
Netherlands
$0
5
JIR
5
James Investment Research
Ohio
$1.17M
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$308K 13,669 -2,281 -14%
AG
102
Advisor Group
Arizona
$298K 13,172 – –
SWM
103
SeaCrest Wealth Management
New York
$281K 12,441 -2,340 -16%
FWM
104
Focused Wealth Management
New York
$275K 12,214 -75 -0.6%
DAC
105
Dividend Assets Capital
South Carolina
$271K 12,000 – –
FTIOP
106
Fiduciary Trust International of Pennsylvania
Pennsylvania
$268K 11,885 – –
AGM
107
Alpine Global Management
New York
$258K 11,426 +11,426 New
SG Americas Securities
108
SG Americas Securities
New York
$250K 11,099 -25,627 -70%
JA
109
JOYN Advisors
Georgia
$245K 10,851 – –
GH
110
GAM Holding
Switzerland
$245K 10,883 +10,883 New
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$231K 10,260 -232 -2%
Mirae Asset Global Investments
112
Mirae Asset Global Investments
South Korea
$230K 10,218 +10,218 New
CAM
113
Cacti Asset Management
Georgia
$229K 10,000 – –
PCA
114
Personal Capital Advisors
California
$226K 10,000 – –
BWM
115
BigSur Wealth Management
Florida
$224K 9,913 – –
SAS
116
Stelac Advisory Services
New York
$221K 9,820 +2,239 +30%
KCM
117
Kendall Capital Management
Maryland
$221K 9,800 +9,800 New
SB
118
Suntrust Banks
Georgia
$213K 9,457 +9,457 New
ATIA
119
American Trust Investment Advisors
New Hampshire
$208K 9,225 +9,225 New
CWM
120
Cornerstone Wealth Management
Missouri
$200K 4,800 +4,800 New
AF
121
Advisornet Financial
Minnesota
$183K 8,100 +1,000 +14%
LTFS
122
Ladenburg Thalmann Financial Services
Florida
$182K 8,079 +1,962 +32%
PH
123
Pinnacle Holdings
Oklahoma
$176K 7,805 – –
TRCT
124
Tower Research Capital (TRC)
New York
$168K 7,440 -6,563 -47%
NSIM
125
North Star Investment Management
Illinois
$153K 6,800 – –
3 4
5
6 7