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Carlyle Group
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Overview Fund Activity

168 hedge funds and large institutions have $1.01B invested in Carlyle Group in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 18 closing their positions.

Holders
168
Holders Change
+7
Holders Change %
+4.35%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
26
Increased
57
Reduced
45
Closed
18
Calls
$16.3M
Puts
$5.86M
Net Calls
+$10.4M
Net Calls Change
+$7.86M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$18.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$183M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$18.9M
4
AIM
4
Artemis Investment Management
United Kingdom
$82.3M
5
Jane Street
5
Jane Street
New York
$7.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.31M
2
CFM
2
Coronation Fund Managers
South Africa
$11.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
IG
4
ING Group
Netherlands
$0
5
JIR
5
James Investment Research
Ohio
$1.17M
Name Market Value Shares Shares
Change 		Shares
Change %
SF
126
Synovus Financial
Georgia
$133K 5,878 +32 +0.5%
WTC
127
WhitTier Trust Company
Nevada
$122K 5,405 +649 +14%
SSB
128
Sandy Spring Bank
Maryland
$113K 5,010 – –
WIA
129
Westbourne Investment Advisors
Maryland
$113K 5,000 +5,000 New
First Manhattan
130
First Manhattan
New York
$105K 4,680 – –
BAM
131
Belpointe Asset Management
Nevada
$101K 4,481 +4,481 New
WEC
132
Winslow Evans & Crocker
Massachusetts
$88K 3,850 +350 +10%
HCM
133
Highlander Capital Management
New Jersey
$86K 3,800 -300 -7%
NEI
134
Northwest & Ethical Investments
Ontario, Canada
$69.9K 3,100 +3,100 New
AAP
135
Arax Advisory Partners
Colorado
$69K 3,061 +3,061 New
AIM
136
Anchor Investment Management
South Carolina
$61.3K 2,719 +3 +0.1%
WAM
137
Wealthspire Advisors (Maryland)
Maryland
– – – –
FHA
138
Flagship Harbor Advisors
Massachusetts
$57K 2,472 +3 +0.1%
ASN
139
Advisory Services Network
Georgia
$52K 2,288 +80 +4%
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$45K 2,000 -2,361 -54%
QAM
141
QCI Asset Management
New York
$45K 2,000 – –
VRM
142
Vectors Research Management
New York
$41K 1,875 +1,875 New
US Bancorp
143
US Bancorp
Minnesota
$38K 1,700 – –
WA
144
WealthTrust-Arizona
Arizona
$36K 1,600 – –
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$36K 1,600 – –
CG
146
Cutler Group
California
$35K 1,577 +1,300 +469%
APP
147
Avantax Planning Partners
Iowa
$31K 1,356 +1,356 New
FANJ
148
Financial Architects (New Jersey)
New Jersey
$26K 1,144 – –
CFGS
149
Concourse Financial Group Securities
Alabama
$25K 1,123 +1,123 New
RFC
150
Regions Financial Corp
Alabama
$23K 1,000 – –
4 5
6
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