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Carlyle Group

172 hedge funds and large institutions have $907M invested in Carlyle Group in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
58
Reduced
46
Closed
14
Calls
$15.1M
Puts
$11M
Net Calls
+$4.18M
Net Calls Change
+$4.79M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
126
Kovack Advisors
Florida
$210K +$3.56K +167 +2%
PC
127
Palo Capital
California
$208K +$8.53K +400 +4%
Simplex Trading
128
Simplex Trading
Illinois
$192K -$230K -10,836 -55%
AF
129
Advisornet Financial
Minnesota
$173K +$173K +8,100 New
NSIM
130
North Star Investment Management
Illinois
$145K
SAS
131
Stelac Advisory Services
New York
$142K
PH
132
Pinnacle Holdings
Oklahoma
$137K +$41.4K +1,940 +43%
GT
133
Glenmede Trust
Pennsylvania
$137K
LTFS
134
Ladenburg Thalmann Financial Services
Florida
$130K -$8.12K -382 -6%
SF
135
Synovus Financial
Georgia
$129K +$129K +6,076 New
SSB
136
Sandy Spring Bank
Maryland
$107K +$26.7K +1,250 +33%
First Manhattan
137
First Manhattan
New York
$99K
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$93K +$64 +3 +0.1%
HCM
139
Highlander Capital Management
New Jersey
$87K
SWP
140
Stratos Wealth Partners
Ohio
$80K +$60.6K +2,834 +313%
WTC
141
WhitTier Trust Company
Nevada
$77K +$29.5K +1,383 +62%
AIM
142
Anchor Investment Management
South Carolina
$57.9K +$85 +4 +0.1%
WAM
143
Wealthspire Advisors (Maryland)
Maryland
$56K
ASN
144
Advisory Services Network
Georgia
$47K +$3.58K +167 +8%
RFC
145
Regions Financial Corp
Alabama
$42K
IWM
146
IHT Wealth Management
Illinois
$41K -$6.54K -317 -14%
US Bancorp
147
US Bancorp
Minnesota
$36K
WA
148
WealthTrust-Arizona
Arizona
$34K
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$34K
QAM
150
QCI Asset Management
New York
$32K