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Carlyle Group
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Overview Fund Activity

174 hedge funds and large institutions have $1.77B invested in Carlyle Group in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
44
Increased
49
Reduced
53
Closed
42
Calls
$28.8M
Puts
$4.24M
Net Calls
+$24.5M
Net Calls Change
+$11.8M

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$71.1M
2
UBS Group
2
UBS Group
Switzerland
$87.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$29.9M
4
CS
4
Credit Suisse
Switzerland
$44.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$89.4M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$119M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$88.8M
3
N
3
Natixis
France
$0
4
CFM
4
Coronation Fund Managers
South Africa
$2.52M
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$572K -$532K -16,607 -48%
PAG
102
Private Advisor Group
New Jersey
$564K -$192K -5,973 -25%
Barclays
103
Barclays
United Kingdom
$555K -$2.67M -83,342 -83%
M&T Bank
104
M&T Bank
New York
$545K -$41.7K -1,300 -7%
SI
105
Stephens Inc
Arkansas
$544K +$61.8K +1,925 +13%
CAM
106
Carret Asset Management
New York
$542K – – –
BWP
107
Baldwin Wealth Partners
Massachusetts
$526K – – –
Brown Advisory
108
Brown Advisory
Maryland
$524K – – –
FTIOP
109
Fiduciary Trust International of Pennsylvania
Pennsylvania
$492K +$22.4K +700 +5%
BRWA
110
B. Riley Wealth Advisors
Florida
$461K +$61.1K +1,901 +15%
VFA
111
Voya Financial Advisors
Connecticut
$439K +$439K +13,836 New
AG
112
Advisor Group
Arizona
$409K -$1.01M -31,327 -71%
HSBC Holdings
113
HSBC Holdings
United Kingdom
$403K +$403K +9,411 New
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$388K -$65K -2,025 -14%
ECA
115
Endeavour Capital Advisors
Connecticut
$367K +$367K +11,429 New
CG
116
Cutler Group
California
$361K +$69.8K +2,176 +24%
SS
117
Sunbelt Securities
Texas
$360K +$22.7K +706 +7%
PTP
118
Platform Technology Partners
New York
$356K +$356K +11,093 New
SCM
119
Sterneck Capital Management
Missouri
$353K -$96.3K -3,000 -21%
AWM
120
AE Wealth Management
Kansas
$335K +$29.8K +929 +10%
PCA
121
Personal Capital Advisors
California
$321K – – –
V
122
Veritable
Delaware
$314K – – –
EPA
123
Element Pointe Advisors
Florida
$289K – – –
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
$276K +$276K +8,614 New
RIM
125
Regent Investment Management
Kentucky
$263K -$2.98K -93 -1%
3 4
5
6 7