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Carlyle Group
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Overview Fund Activity

261 hedge funds and large institutions have $2.89B invested in Carlyle Group in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 87 increasing their positions, 86 reducing their positions, and 32 closing their positions.

Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
47
Increased
87
Reduced
86
Closed
32
Calls
$109M
Puts
$24.7M
Net Calls
+$83.9M
Net Calls Change
-$51.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$246M
2
Alkeon Capital Management
2
Alkeon Capital Management
New York
$134M
3
Norges Bank
3
Norges Bank
Norway
$23.7M
4
Deutsche Bank
4
Deutsche Bank
Germany
$28.7M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$23.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$30.1M
2
AIM
2
Artemis Investment Management
United Kingdom
$14.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$340M
4
BlackRock
4
BlackRock
New York
$161M
5
BAMCO Inc
5
BAMCO Inc
New York
$67.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$1.21M +$30.3K +1,230 +3%
AAMU
102
Amundi Asset Management US
Massachusetts
$1.2M +$455K +18,460 +61%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$1.16M +$319K +12,948 +38%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$1.13M -$15.1K -614 -1%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.12M +$42.3K +1,715 +4%
EGM
106
Engineers Gate Manager
New York
$1.12M +$1.12M +45,275 New
IA
107
IFP Advisors
Florida
$1.11M +$33.3K +1,350 +3%
BBVA
108
Banco Bilbao Vizcaya Argentaria
Spain
$1.11M – – –
SAS
109
Stelac Advisory Services
New York
$1.07M +$203K +8,229 +23%
Treasurer of the State of North Carolina
110
Treasurer of the State of North Carolina
North Carolina
$1.05M -$987 -40 -0.1%
ASRS
111
Arizona State Retirement System
Arizona
$1.05M +$246K +9,954 +31%
DADC
112
D.A. Davidson & Co
Montana
$1.04M -$91.3K -3,700 -8%
CSS
113
Cubist Systematic Strategies
Connecticut
$1.04M +$170K +6,893 +20%
GIBU
114
Gulf International Bank (UK)
United Kingdom
$1.03M +$177K +7,194 +21%
Walleye Trading
115
Walleye Trading
New York
$1.03M +$1.03M +41,886 New
Holocene Advisors
116
Holocene Advisors
New York
$1.02M +$1.02M +41,323 New
Twin Tree Management
117
Twin Tree Management
Texas
$1.02M +$1.02M +41,253 New
Rafferty Asset Management
118
Rafferty Asset Management
New York
$992K +$399K +16,157 +67%
WFG
119
Wills Financial Group
Virginia
$929K -$58K -2,350 -6%
JI
120
Jeereddi Investments
California
$901K – – –
FAM
121
Fred Alger Management
New York
$874K – – –
CMANY
122
Capital Management Associates (New York)
New York
$861K -$49.3K -1,998 -5%
TC
123
TwinBeech Capital
New York
$819K +$819K +33,211 New
UH
124
Unigestion Holding
Switzerland
$814K +$814K +33,000 New
QT
125
Quantbot Technologies
New York
$801K +$446K +18,077 +125%
3 4
5
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