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Carlyle Group
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Overview Fund Activity

109 hedge funds and large institutions have $4.51B invested in Carlyle Group in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
14
Increased
39
Reduced
36
Closed
19
Calls
$10.8M
Puts
$10.2M
Net Calls
+$537K
Net Calls Change
-$4.84M

Top Buyers

1
BAMCO Inc
BAMCO Inc
New York
$198M
2
BMO
Beck Mack & Oliver
New York
$42.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$204M
4
RRC
Red Rocks Capital
Colorado
$66.1M
5
U
UBS
Switzerland
$13.1M

Top Sellers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$21M
2
PI
Putnam Investments
Massachusetts
$81.3M
3
Citigroup
Citigroup
New York
$11M
4
Renaissance Technologies
Renaissance Technologies
New York
$6.35M
5
JAM
Jupiter Asset Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
126
Vantage Investment Advisors
Pennsylvania
– -$3K -100 Closed
RIA
127
Regal Investment Advisors
Michigan
– -$1K -35 Closed
2 3 4 5
6