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Carlyle Group
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Overview Fund Activity

156 hedge funds and large institutions have $761M invested in Carlyle Group in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 27 closing their positions.

Holders
156
Holders Change
-12
Holders Change %
-7.14%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
56
Reduced
56
Closed
27
Calls
$15.3M
Puts
$3.58M
Net Calls
+$11.7M
Net Calls Change
+$1.29M

Top Buyers

1
N
1
Natixis
France
$44.6M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$73.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$152M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$19M
5
UBS Group
5
UBS Group
Switzerland
$20.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$9.35M
2
AIM
2
Artemis Investment Management
United Kingdom
$47.1M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$4.73M
4
Jane Street
4
Jane Street
New York
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SF
101
Synovus Financial
Georgia
$231K 14,729 +8,851 +151%
FTIOP
102
Fiduciary Trust International of Pennsylvania
Pennsylvania
$207K 13,145 +1,260 +11%
NSIM
103
North Star Investment Management
Illinois
$194K 12,300 +5,500 +81%
JIR
104
James Investment Research
Ohio
$188K 11,938 -39,961 -77%
SB
105
Suntrust Banks
Georgia
$183K 11,227 +1,770 +19%
JA
106
JOYN Advisors
Georgia
$181K 11,481 +630 +6%
AG
107
Advisor Group
Arizona
$170K 10,786 -2,386 -18%
Group One Trading
108
Group One Trading
Illinois
$167K 10,610 +10,425 +5,635%
SAS
109
Stelac Advisory Services
New York
$163K 10,348 +528 +5%
Mirae Asset Global Investments
110
Mirae Asset Global Investments
South Korea
$161K 10,218 – –
AIM
111
Axiom Investment Management
New York
$159K 10,100 +10,100 New
CAM
112
Cacti Asset Management
Georgia
$158K 10,000 – –
PCA
113
Personal Capital Advisors
California
$158K 10,000 – –
WT
114
Whittier Trust
California
$135K 8,574 -43,019 -83%
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$128K 8,085 +6 +0.1%
PH
116
Pinnacle Holdings
Oklahoma
$123K 7,805 – –
AF
117
Advisornet Financial
Minnesota
$104K 6,600 -1,500 -19%
AIC
118
Ameritas Investment Company
Nebraska
$75K 4,776 +4,776 New
First Manhattan
119
First Manhattan
New York
$73K 4,680 – –
HCM
120
Highlander Capital Management
New Jersey
$71K 4,450 +650 +17%
CFGS
121
Concourse Financial Group Securities
Alabama
$68K 4,328 +3,205 +285%
WEC
122
Winslow Evans & Crocker
Massachusetts
$60K 3,700 -150 -4%
SSB
123
Sandy Spring Bank
Maryland
$59K 3,760 -1,250 -25%
Parallax Volatility Advisers
124
Parallax Volatility Advisers
California
$50K 3,159 +3,159 New
AAP
125
Arax Advisory Partners
Colorado
$48K 3,061 – –
3 4
5
6 7