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Carlyle Group
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Overview Fund Activity

174 hedge funds and large institutions have $1.77B invested in Carlyle Group in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
44
Increased
49
Reduced
53
Closed
42
Calls
$28.8M
Puts
$4.24M
Net Calls
+$24.5M
Net Calls Change
+$11.8M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
$71.1M
2
UBS Group
UBS Group
Switzerland
$87.3M
3
Goldman Sachs
Goldman Sachs
New York
$29.9M
4
CS
Credit Suisse
Switzerland
$44.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$89.4M

Top Sellers

1
Alkeon Capital Management
Alkeon Capital Management
New York
$119M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$88.8M
3
N
Natixis
France
$0
4
CFM
Coronation Fund Managers
South Africa
$2.52M
5
SSA
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
Navellier & Associates
Nevada
$257K +$257K +8,000 New
PH
127
Pinnacle Holdings
Oklahoma
$250K – – –
KA
128
Kovack Advisors
Florida
$248K -$51.5K -1,621 -17%
FCM
129
FJ Capital Management
Virginia
$234K -$66.9K -2,000 -22%
SW
130
SVB Wealth
Massachusetts
$231K +$231K +7,189 New
LCS
131
Levin Capital Strategies
New York
$225K +$225K +7,000 New
FG
132
Fiduciary Group
Georgia
$225K +$225K +7,000 New
GCP
133
GSA Capital Partners
United Kingdom
$224K +$224K +6,969 New
FAAS
134
First Allied Advisory Services
California
$219K +$219K +6,802 New
BOTW
135
Bank of the West
California
$213K +$213K +6,636 New
MMA
136
Miracle Mile Advisors
California
$213K +$213K +6,650 New
MC
137
Moors & Cabot
Massachusetts
$210K +$210K +6,528 New
WCA
138
Westover Capital Advisors
Delaware
$209K +$209K +6,500 New
WEC
139
Winslow Evans & Crocker
Massachusetts
$168K +$51.3K +1,574 +44%
UFF
140
USA Financial Formulas
Michigan
$168K +$168K +5,240 New
WT
141
Whittier Trust
California
$160K – – –
HIA
142
Harbor Investment Advisory
Maryland
$160K +$160K +5,000 New
CAM
143
Cacti Asset Management
Georgia
$156K – – –
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$150K +$147K +4,585 +4,585%
SM
145
SG3 Management
Puerto Rico
$87K -$719K -22,300 -89%
SSB
146
Sandy Spring Bank
Maryland
$85K -$32K -1,000 -27%
BL
147
Balentine LLC
Georgia
$77K +$77K +2,400 New
AIM
148
Anchor Investment Management
South Carolina
$75.3K +$128 +4 +0.2%
HCM
149
Highlander Capital Management
New Jersey
$74K – – –
FWM
150
Focused Wealth Management
New York
$74K +$2.77K +87 +4%
4 5
6
7 8