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Carlyle Group
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Overview Fund Activity

246 hedge funds and large institutions have $3.18B invested in Carlyle Group in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 35 closing their positions.

Holders
246
Holders Change
+51
Holders Change %
+26.15%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
89
Increased
61
Reduced
63
Closed
35
Calls
$164M
Puts
$29.5M
Net Calls
+$135M
Net Calls Change
+$91M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$405M
2
Capital World Investors
2
Capital World Investors
California
$352M
3
BlackRock
3
BlackRock
New York
$195M
4
State Street
4
State Street
Massachusetts
$65M
5
Bessemer Group
5
Bessemer Group
New Jersey
$56.5M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$105M
2
Millennium Management
2
Millennium Management
New York
$0
3
AIM
3
Artemis Investment Management
United Kingdom
$38.8M
4
N
4
Natixis
France
$0
5
VVP
5
Vulcan Value Partners
Alabama
$678M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
101
D.A. Davidson & Co
Montana
$1.28M – – –
BBVA
102
Banco Bilbao Vizcaya Argentaria
Spain
$1.26M +$1.26M +45,053 New
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.22M +$1.22M +43,635 New
IA
104
IFP Advisors
Florida
$1.2M +$36.2K +1,326 +3%
Treasurer of the State of North Carolina
105
Treasurer of the State of North Carolina
North Carolina
$1.19M +$1.19M +42,750 New
CG
106
Colony Group
Massachusetts
$1.18M -$77.4K -2,775 -6%
WFG
107
Wills Financial Group
Virginia
$1.12M -$202K -7,234 -15%
Jane Street
108
Jane Street
New York
$1.11M +$94.1K +3,373 +9%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$1.1M -$4.31M -154,336 -80%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$1.1M -$144K -5,143 -12%
CMANY
111
Capital Management Associates (New York)
New York
$1.03M +$35.6K +1,275 +4%
JI
112
Jeereddi Investments
California
$1.02M – – –
Korea Investment Corp
113
Korea Investment Corp
South Korea
$999K +$999K +35,800 New
Ameriprise
114
Ameriprise
Minnesota
$998K -$109K -3,894 -10%
FAM
115
Fred Alger Management
New York
$988K -$1.62M -58,037 -62%
SAS
116
Stelac Advisory Services
New York
$986K +$254K +9,115 +35%
CSS
117
Cubist Systematic Strategies
Connecticut
$979K -$519K -18,615 -35%
GIBU
118
Gulf International Bank (UK)
United Kingdom
$969K +$969K +34,750 New
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$950K +$950K +34,042 New
Victory Capital Management
120
Victory Capital Management
Texas
$948K -$943K -33,778 -50%
ASRS
121
Arizona State Retirement System
Arizona
$905K +$905K +32,446 New
Creative Planning
122
Creative Planning
Kansas
$895K +$1.98K +71 +0.2%
AAMU
123
Amundi Asset Management US
Massachusetts
$847K -$7.46M -267,248 -90%
SPIA
124
Steward Partners Investment Advisory
New York
$814K -$474 -17 -0.1%
KBC Group
125
KBC Group
Belgium
$800K +$800K +28,678 New
3 4
5
6 7