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Carlyle Group
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Overview Fund Activity

148 hedge funds and large institutions have $1.1B invested in Carlyle Group in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 23 closing their positions.

Holders
148
Holders Change
-4
Holders Change %
-2.63%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
47
Reduced
43
Closed
23
Calls
$21.4M
Puts
$3.29M
Net Calls
+$18.1M
Net Calls Change
+$11.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$95.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$51.7M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$9.95M
4
Bank of America
4
Bank of America
North Carolina
$78.1M
5
FAM
5
Fred Alger Management
New York
$6.57M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$17.9M
2
AIM
2
Artemis Investment Management
United Kingdom
$42.1M
3
PGH
3
Partners Group Holding
Switzerland
$4.62M
4
AU
4
Algebris (UK)
United Kingdom
$31.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
101
North Star Investment Management
Illinois
$298K – – –
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$263K -$10.9K -483 -4%
BWM
103
BigSur Wealth Management
Florida
$231K +$231K +9,913 New
BB
104
Bell Bank
North Dakota
$226K +$226K +10,000 New
SB
105
Suntrust Banks
Georgia
$207K +$2.5K +154 +1%
EPA
106
Element Pointe Advisors
Florida
$207K +$207K +9,173 New
PH
107
Pinnacle Holdings
Oklahoma
$176K – – –
LTFS
108
Ladenburg Thalmann Financial Services
Florida
$163K +$7.77K +345 +5%
AF
109
Advisornet Financial
Minnesota
$149K – – –
CFGS
110
Concourse Financial Group Securities
Alabama
$136K +$47.9K +2,117 +54%
WT
111
Whittier Trust
California
$113K – – –
CAM
112
Cacti Asset Management
Georgia
$111K – – –
HCM
113
Highlander Capital Management
New Jersey
$103K -$3.4K -150 -3%
First Manhattan
114
First Manhattan
New York
$91K – – –
SF
115
Synovus Financial
Georgia
$81K -$63.1K -2,789 -44%
AAP
116
Arax Advisory Partners
Colorado
$69K +$69K +3,061 New
WEC
117
Winslow Evans & Crocker
Massachusetts
$68K -$4.53K -200 -6%
AIM
118
Anchor Investment Management
South Carolina
$61.9K +$68 +3 +0.1%
AG
119
Advisor Group
Arizona
$59K -$241K -10,577 -80%
BWA
120
BDO Wealth Advisors
Florida
$58K +$58K +2,544 New
FWM
121
Focused Wealth Management
New York
$52K +$113 +5 +0.2%
CFN
122
Cordasco Financial Network
Florida
$51K +$477 +21 +0.9%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$46K – – –
AP
124
Arlington Partners
Alabama
$41K +$41K +1,830 New
US Bancorp
125
US Bancorp
Minnesota
$38K – – –
3 4
5
6 7