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Carlyle Group

169 hedge funds and large institutions have $934M invested in Carlyle Group in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+17
Holders Change %
+11.18%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
62
Reduced
45
Closed
13
Calls
$5.26M
Puts
$5.87M
Net Calls
-$610K
Net Calls Change
-$3.25M
Name Holding Trade Value Shares
Change
Shares
Change %
SI
126
Stephens Inc
Arkansas
$202K
V
127
Veritable
Delaware
$201K
NSIM
128
North Star Investment Management
Illinois
$156K
SAS
129
Stelac Advisory Services
New York
$153K +$11.9K +519 +8%
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$148K +$14.3K +627 +11%
GT
131
Glenmede Trust
Pennsylvania
$137K
PG
132
PEAK6 Group
Illinois
$114K +$114K +4,958 New
First Manhattan
133
First Manhattan
New York
$107K -$126K -5,500 -54%
PH
134
Pinnacle Holdings
Oklahoma
$103K +$103K +4,490 New
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$100K +$51.3K +2,235 +105%
HCM
136
Highlander Capital Management
New Jersey
$94K
SSB
137
Sandy Spring Bank
Maryland
$86K
Parallax Volatility Advisers
138
Parallax Volatility Advisers
California
$66K -$206K -9,022 -76%
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$66K +$66K +2,900 New
Manulife (Manufacturers Life Insurance)
140
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65K +$5.34K +234 +9%
AIM
141
Anchor Investment Management
South Carolina
$62K +$3.62K +158 +6%
IWM
142
IHT Wealth Management
Illinois
$56K +$6.3K +259 +13%
WTC
143
WhitTier Trust Company
Nevada
$51K +$12.1K +525 +31%
ASN
144
Advisory Services Network
Georgia
$46K -$2.25K -99 -5%
RFC
145
Regions Financial Corp
Alabama
$46K +$46K +2,000 New
US Bancorp
146
US Bancorp
Minnesota
$39K -$68.8K -3,000 -64%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$37K
WA
148
WealthTrust-Arizona
Arizona
$37K +$20.8K +900 +129%
QAM
149
QCI Asset Management
New York
$34K
FANJ
150
Financial Architects (New Jersey)
New Jersey
$34K