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Carlyle Group
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Overview Fund Activity

195 hedge funds and large institutions have $1.78B invested in Carlyle Group in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 48 closing their positions.

Holders
195
Holders Change
+21
Holders Change %
+12.07%
% of All Funds
4.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
71
Increased
50
Reduced
49
Closed
48
Calls
$53.1M
Puts
$9.13M
Net Calls
+$44M
Net Calls Change
+$19.5M

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$543M
2
Capital World Investors
2
Capital World Investors
California
$114M
3
JSP
3
Jackson Square Partners
California
$73.5M
4
Millennium Management
4
Millennium Management
New York
$42.1M
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$117M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$145M
2
Invesco
2
Invesco
Georgia
$13.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.82M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$14.1M
5
UBS Group
5
UBS Group
Switzerland
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$693K 31,991 -46,026 -59%
SWP
102
Stratos Wealth Partners
Ohio
$671K 30,979 +30,979 New
SCM
103
Segantii Capital Management
Hong Kong
$671K 31,000 +31,000 New
SPIA
104
Steward Partners Investment Advisory
New York
$632K 29,206 +2,965 +11%
HighTower Advisors
105
HighTower Advisors
Illinois
$610K 28,136 +28,136 New
SAS
106
Stelac Advisory Services
New York
$567K 26,208 +8,252 +46%
Truist Financial
107
Truist Financial
North Carolina
$563K 25,979 +475 +2%
SWM
108
Stockman Wealth Management
Montana
$563K 26,000 +26,000 New
ACM
109
Ashford Capital Management
Delaware
$541K 25,000 – –
BPC
110
Banque Pictet & Cie
Switzerland
$541K 25,000 +25,000 New
GBA
111
Garrison Bradford & Associates
New York
$473K 21,850 -3,000 -12%
Walleye Trading
112
Walleye Trading
New York
$456K 21,073 +21,073 New
D.E. Shaw & Co
113
D.E. Shaw & Co
New York
$440K 20,321 +20,321 New
MCPPUI
114
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$437K 20,166 +20,166 New
NSIM
115
North Star Investment Management
Illinois
$423K 19,544 +1,459 +8%
Citigroup
116
Citigroup
New York
$398K 18,371 -162,776 -90%
DAC
117
Dividend Assets Capital
South Carolina
$394K 18,200 – –
EGA
118
E&G Advisors
Texas
$394K 18,200 +18,200 New
EH
119
Equitable Holdings
New York
$384K 17,735 +17,735 New
SCA
120
Snowden Capital Advisors
New York
$379K 17,522 -5,556 -24%
DC
121
Davenport & Co
Virginia
$373K 17,216 +17,216 New
FTIOP
122
Fiduciary Trust International of Pennsylvania
Pennsylvania
$372K 17,150 +1,805 +12%
EA
123
Emerald Advisors
Washington
$364K 14,827 +14,827 New
CAM
124
Carret Asset Management
New York
$362K 16,700 -200 -1%
BWP
125
Baldwin Wealth Partners
Massachusetts
$355K 16,400 – –
3 4
5
6 7