CG icon

Carlyle Group

148 hedge funds and large institutions have $1.1B invested in Carlyle Group in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-4
Holders Change %
-2.63%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
47
Reduced
43
Closed
23
Calls
$21.4M
Puts
$3.29M
Net Calls
+$18.1M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
126
Sandy Spring Bank
Maryland
$27K -$58.2K -2,500 -68%
DOA
127
D'Orazio & Associates
Virginia
$23K -$24K
UBS AM
128
UBS AM
Illinois
$18.9K +$18.9K +835 New
TRCT
129
Tower Research Capital (TRC)
New York
$15K -$39K -1,769 -72%
SL
130
Salomon & Ludwin
Virginia
$15K +$15K +648 New
ASN
131
Advisory Services Network
Georgia
$13K +$3.48K +150 +37%
QAM
132
QCI Asset Management
New York
$11K
TSW
133
Thompson Siegel & Walmsley
Virginia
$9K
BFEC
134
Benjamin F. Edwards & Company
Missouri
$8K -$8.35K -355 -51%
FHA
135
Flagship Harbor Advisors
Massachusetts
$7K -$46.7K -2,160 -87%
AIM
136
Advantage Investment Management
Iowa
$7K
TFGT
137
TS Financial Group (TSFG)
Illinois
$7K +$7K +300 New
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$6K
EDRH
139
Edmond de Rothschild Holding
Switzerland
$6K
GSWM
140
Golden State Wealth Management
California
$5K -$124K -5,697 -96%
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$5K
GRP
142
Global Retirement Partners
California
$4K +$4K +165 New
APA
143
American Portfolios Advisors
New York
$2.94K
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$2K
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
$2K
VFA
146
Valeo Financial Advisors
Indiana
$1K
GT
147
Glenmede Trust
Pennsylvania
$47
HAI
148
Hennessy Advisors Inc
California
-$2.4M -131,300 Closed
Walleye Trading
149
Walleye Trading
New York
-$2.15M -117,474 Closed
PI
150
PEAK6 Investments
Illinois
-$1.92M -104,991 Closed