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Carlyle Group
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Overview Fund Activity

161 hedge funds and large institutions have $880M invested in Carlyle Group in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 25 closing their positions.

Holders
161
Holders Change
-11
Holders Change %
-6.4%
% of All Funds
3.69%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
14
Increased
57
Reduced
53
Closed
25
Calls
$10M
Puts
$7.47M
Net Calls
+$2.55M
Net Calls Change
-$1.64M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$17.5M
2
AU
2
Algebris (UK)
United Kingdom
$24.2M
3
AIM
3
Artemis Investment Management
United Kingdom
$69.7M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$5.42M
5
N
5
Natixis
France
$3M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$6.65M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$5.33M
3
Bank of America
3
Bank of America
North Carolina
$70.3M
4
MWNA
4
Marshall Wace North America
New York
$1.4M
5
Deutsche Bank
5
Deutsche Bank
Germany
$32.3M
Name Market Value Shares Shares
Change 		Shares
Change %
First Manhattan
126
First Manhattan
New York
$99K 4,680 – –
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$93K 4,361 +3 +0.1%
HCM
128
Highlander Capital Management
New Jersey
$87K 4,100 – –
WEC
129
Winslow Evans & Crocker
Massachusetts
$76K 3,500 +2,900 +483%
AIM
130
Anchor Investment Management
South Carolina
$57.9K 2,716 +4 +0.1%
WAM
131
Wealthspire Advisors (Maryland)
Maryland
– – – –
ASN
132
Advisory Services Network
Georgia
$52K 2,208 +16 +0.7%
FHA
133
Flagship Harbor Advisors
Massachusetts
$52K 2,469 +2,469 New
QAM
134
QCI Asset Management
New York
$43K 2,000 +500 +33%
US Bancorp
135
US Bancorp
Minnesota
$36K 1,700 – –
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$34K 1,600 – –
WA
137
WealthTrust-Arizona
Arizona
$34K 1,600 – –
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$30K 1,400 – –
FANJ
139
Financial Architects (New Jersey)
New Jersey
$24K 1,144 – –
RFC
140
Regions Financial Corp
Alabama
$21K 1,000 -1,000 -50%
WT
141
Washington Trust
Rhode Island
$21K 1,000 +1,000 New
RE
142
RBC Europe
United Kingdom
$18.7K 879 +879 New
PCM
143
Poehling Capital Management
Wisconsin
$16K 750 – –
MCM
144
MV Capital Management
Maryland
$15K 715 – –
BFEC
145
Benjamin F. Edwards & Company
Missouri
$15K 695 – –
JG
146
Jefferies Group
New York
$13K 600 -36,418 -98%
PA
147
Parallel Advisors
California
$12K 605 +574 +1,852%
OIA
148
Optimum Investment Advisors
Illinois
$11K 500 – –
S
149
SignatureFD
Georgia
$11K 500 +500 New
PG
150
Patten Group
Tennessee
$10K 450 – –
4 5
6
7 8