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Carlyle Group
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Overview Fund Activity

152 hedge funds and large institutions have $838M invested in Carlyle Group in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 19 closing their positions.

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
57
Reduced
46
Closed
19
Calls
$13.5M
Puts
$6.51M
Net Calls
+$6.95M
Net Calls Change
-$4.75M

Top Buyers

1
BI
1
Bramshill Investments
Florida
$14.7M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$94.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$30.2M
4
UBS Group
4
UBS Group
Switzerland
$29.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$16M

Top Sellers

1
N
1
Natixis
France
$14.7M
2
PGH
2
Partners Group Holding
Switzerland
$10.1M
3
HCS
3
Harvest Capital Strategies
California
$0
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$0
5
AIM
5
Artemis Investment Management
United Kingdom
$47.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
101
Axiom Investment Management
New York
$184K 10,100 – –
PCA
102
Personal Capital Advisors
California
$183K 10,000 – –
SWM
103
Stockman Wealth Management
Montana
$183K 10,000 +10,000 New
SAS
104
Stelac Advisory Services
New York
$163K 10,348 – –
PH
105
Pinnacle Holdings
Oklahoma
$143K 7,805 – –
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$126K 6,893 -1,192 -15%
AF
107
Advisornet Financial
Minnesota
$121K 6,600 – –
SF
108
Synovus Financial
Georgia
$117K 6,367 -8,362 -57%
GSWM
109
Golden State Wealth Management
California
$108K 5,927 +5,927 New
CAM
110
Cacti Asset Management
Georgia
$91K 5,000 -5,000 -50%
WT
111
Whittier Trust
California
$91K 5,000 -3,574 -42%
HCM
112
Highlander Capital Management
New Jersey
$86K 4,700 +250 +6%
First Manhattan
113
First Manhattan
New York
$74K 4,050 -630 -13%
CFGS
114
Concourse Financial Group Securities
Alabama
$71K 3,890 -438 -10%
SSB
115
Sandy Spring Bank
Maryland
$67K 3,660 -100 -3%
WEC
116
Winslow Evans & Crocker
Massachusetts
$60K 3,200 -500 -14%
WAM
117
Wealthspire Advisors (Maryland)
Maryland
– – – –
AIM
118
Anchor Investment Management
South Carolina
$50K 2,734 +8 +0.3%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$46K 1,000 +400 +67%
FHA
120
Flagship Harbor Advisors
Massachusetts
$45K 2,484 +6 +0.2%
TRCT
121
Tower Research Capital (TRC)
New York
$45K 2,449 +883 +56%
Parallax Volatility Advisers
122
Parallax Volatility Advisers
California
$43K 2,336 -823 -26%
FWM
123
Focused Wealth Management
New York
$42K 2,297 +15 +0.7%
CFN
124
Cordasco Financial Network
Florida
$41K 2,223 +2,223 New
US Bancorp
125
US Bancorp
Minnesota
$31K 1,700 – –
3 4
5
6 7