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Carlyle Group

152 hedge funds and large institutions have $925M invested in Carlyle Group in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+16
Holders Change %
+11.76%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
49
Reduced
42
Closed
18
Calls
$10.7M
Puts
$8.08M
Net Calls
+$2.64M
Net Calls Change
+$2.59M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
126
Penserra Capital Management
California
$110K -$16.5K -685 -13%
HCM
127
Highlander Capital Management
New Jersey
$97K +$30.8K +1,300 +46%
SSB
128
Sandy Spring Bank
Maryland
$89K
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62K
AIM
130
Anchor Investment Management
South Carolina
$60.2K +$60.2K +2,550 New
IA
131
IFP Advisors
Florida
$52K +$926 +39 +2%
ASN
132
Advisory Services Network
Georgia
$50K +$589 +25 +1%
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$50K +$50K +2,120 New
IWM
134
IHT Wealth Management
Illinois
$49K
BL
135
Balentine LLC
Georgia
$47K +$47K +2,000 New
WTC
136
WhitTier Trust Company
Nevada
$40K +$1.82K +77 +5%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$38K
QAM
138
QCI Asset Management
New York
$35K +$35K +1,500 New
FANJ
139
Financial Architects (New Jersey)
New Jersey
$35K +$34.8K +1,500 +16,667%
TSW
140
Thompson Siegel & Walmsley
Virginia
$33K +$23.6K +1,000 +250%
YWP
141
YorkBridge Wealth Partners
New York
$28K
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$27K
SIC
143
Salem Investment Counselors
North Carolina
$24K +$24K +1,000 New
EWM
144
Endurance Wealth Management
Rhode Island
$24K +$24K +1,000 New
MCM
145
MV Capital Management
Maryland
$17K
WA
146
WealthTrust-Arizona
Arizona
$17K +$17K +700 New
PWM
147
Perigon Wealth Management
California
$12K -$1.9M -82,233 -99%
PG
148
Patten Group
Tennessee
$11K +$11K +450 New
AIM
149
Advantage Investment Management
Iowa
$7K
BWA
150
Burt Wealth Advisors
Maryland
$6K