CG icon

Carlyle Group
CG

Overview Fund Activity

195 hedge funds and large institutions have $1.78B invested in Carlyle Group in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+21
Holders Change %
+12.07%
% of All Funds
4.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
71
Increased
50
Reduced
49
Closed
48
Calls
$53.1M
Puts
$9.13M
Net Calls
+$44M
Net Calls Change
+$19.5M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
$543M
2
Capital World Investors
Capital World Investors
California
$114M
3
JSP
Jackson Square Partners
California
$73.5M
4
Millennium Management
Millennium Management
New York
$42.1M
5
Alkeon Capital Management
Alkeon Capital Management
New York
$117M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$145M
2
Invesco
Invesco
Georgia
$13.7M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.82M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.1M
5
UBS Group
UBS Group
Switzerland
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
126
International Assets Investment Management
Florida
$340K +$340K +15,684 New
SI
127
Stephens Inc
Arkansas
$339K -$28.1K -1,300 -8%
CAM
128
CenterStar Asset Management
Illinois
$331K – – –
CHP
129
Castle Hook Partners
New York
$321K +$321K +14,806 New
SWM
130
SeaCrest Wealth Management
New York
$318K +$318K +14,670 New
SCCM
131
Schafer Cullen Capital Management
New York
$303K -$126K -5,800 -29%
WSTAM
132
Wilbanks Smith & Thomas Asset Management
Virginia
$287K -$398K -18,375 -58%
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$272K +$10.6K +492 +4%
MGAM
134
McGowan Group Asset Management
Texas
$270K +$270K +12,491 New
AWM
135
AE Wealth Management
Kansas
$265K +$39.5K +1,829 +18%
SCM
136
Sterneck Capital Management
Missouri
$264K +$26.1K +1,207 +11%
BRWA
137
B. Riley Wealth Advisors
Florida
$253K -$57.6K -2,662 -19%
PTP
138
Platform Technology Partners
New York
$240K – – –
SOAMC
139
Spirit of America Management Corp
New York
$228K -$225K -10,400 -50%
Mirae Asset Global Investments
140
Mirae Asset Global Investments
South Korea
$227K +$40.5K +1,871 +22%
LNWWM
141
Laird Norton Wetherby Wealth Management
California
$217K +$217K +10,046 New
PCA
142
Personal Capital Advisors
California
$216K – – –
LNC
143
Lincoln National Corp
Pennsylvania
$211K +$211K +9,730 New
RhumbLine Advisers
144
RhumbLine Advisers
Massachusetts
$202K +$202K +9,341 New
ASN
145
Advisory Services Network
Georgia
$178K +$158K +7,309 +786%
SMFS
146
Squar Milner Financial Services
California
$174K +$174K +8,040 New
PH
147
Pinnacle Holdings
Oklahoma
$169K – – –
TRCT
148
Tower Research Capital (TRC)
New York
$156K +$156K +7,194 New
Russell Investments Group
149
Russell Investments Group
United Kingdom
$151K -$579K -25,797 -79%
CFGS
150
Concourse Financial Group Securities
Alabama
$149K +$149K +6,880 New
4 5
6
7 8