CG icon

Carlyle Group
CG

Overview Fund Activity

175 hedge funds and large institutions have $1.44B invested in Carlyle Group in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
175
Holders Change
+27
Holders Change %
+18.24%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
35
Increased
60
Reduced
44
Closed
8
Calls
$21.6M
Puts
$8.92M
Net Calls
+$12.7M
Net Calls Change
-$5.41M

Top Buyers

1
Invesco
1
Invesco
Georgia
$78.5M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$41.8M
3
Jane Street
3
Jane Street
New York
$28.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$263M
5
CS
5
Credit Suisse
Switzerland
$17.8M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$1.75M
2
AU
2
Algebris (UK)
United Kingdom
$15.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.2M
4
AFG
4
American Financial Group
Ohio
$8.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$9.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
101
North Star Investment Management
Illinois
$462K +$125K +4,872 +37%
CM
102
Caption Management
Oklahoma
$447K +$447K +17,500 New
SAS
103
Stelac Advisory Services
New York
$445K +$16.5K +645 +4%
CAM
104
Carret Asset Management
New York
$432K +$25.6K +1,000 +6%
BWP
105
Baldwin Wealth Partners
Massachusetts
$419K -$12.8K -500 -3%
Brown Advisory
106
Brown Advisory
Maryland
$417K – – –
SWM
107
SeaCrest Wealth Management
New York
$391K +$14.4K +563 +4%
SI
108
Stephens Inc
Arkansas
$384K +$384K +15,031 New
FTIOP
109
Fiduciary Trust International of Pennsylvania
Pennsylvania
$375K – – –
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$361K +$63K +2,463 +21%
SCM
111
Sterneck Capital Management
Missouri
$358K -$12.8K -500 -3%
CAN
112
Cetera Advisor Networks
California
$351K -$57.8K -2,272 -14%
CCM
113
Community Capital Management
Florida
$340K +$340K +13,312 New
Walleye Trading
114
Walleye Trading
New York
$336K +$336K +13,135 New
BRWA
115
B. Riley Wealth Advisors
Florida
$319K +$319K +12,444 New
BCM
116
Bluefin Capital Management
New York
$291K +$291K +11,400 New
Wolverine Trading
117
Wolverine Trading
Illinois
$287K +$287K +11,162 New
BTS
118
BB&T Securities
Virginia
$280K +$280K +10,970 New
SS
119
Sunbelt Securities
Texas
$269K +$269K +10,510 New
PCA
120
Personal Capital Advisors
California
$255K +$255K +10,000 New
BWM
121
BigSur Wealth Management
Florida
$253K – – –
V
122
Veritable
Delaware
$250K +$250K +9,790 New
AWM
123
AE Wealth Management
Kansas
$243K +$243K +9,500 New
KA
124
Kovack Advisors
Florida
$241K +$241K +9,428 New
FCM
125
FJ Capital Management
Virginia
$240K -$160K -6,000 -40%
3 4
5
6 7