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Carlyle Group
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Overview Fund Activity

261 hedge funds and large institutions have $2.89B invested in Carlyle Group in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 87 increasing their positions, 86 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
47
Increased
87
Reduced
86
Closed
32
Calls
$109M
Puts
$24.7M
Net Calls
+$83.9M
Net Calls Change
-$51.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$246M
2
Alkeon Capital Management
Alkeon Capital Management
New York
$134M
3
Norges Bank
Norges Bank
Norway
$23.7M
4
Deutsche Bank
Deutsche Bank
Germany
$28.7M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$23.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$30.1M
2
AIM
Artemis Investment Management
United Kingdom
$14.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$340M
4
BlackRock
BlackRock
New York
$161M
5
BAMCO Inc
BAMCO Inc
New York
$67.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$784K -$7.41K -300 -0.9%
SPIA
127
Steward Partners Investment Advisory
New York
$779K +$58.8K +2,381 +8%
SG Americas Securities
128
SG Americas Securities
New York
$761K +$761K +30,867 New
Handelsbanken Fonder
129
Handelsbanken Fonder
Sweden
$752K +$271K +11,000 +56%
JWM
130
Jeppson Wealth Management
California
$710K +$710K +28,787 New
KBC Group
131
KBC Group
Belgium
$708K – – –
Truist Financial
132
Truist Financial
North Carolina
$705K +$45.8K +1,856 +7%
Victory Capital Management
133
Victory Capital Management
Texas
$697K -$141K -5,701 -17%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$681K -$851K -34,500 -56%
T. Rowe Price Associates
135
T. Rowe Price Associates
Maryland
$681K +$73.2K +2,969 +12%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$664K +$59.9K +2,430 +10%
SWM
137
Stockman Wealth Management
Montana
$641K – – –
Osaic Holdings
138
Osaic Holdings
Arizona
$622K -$1.05M -42,608 -63%
Mitsubishi UFJ Asset Management
139
Mitsubishi UFJ Asset Management
Japan
$619K +$34.7K +1,405 +6%
BPC
140
Banque Pictet & Cie
Switzerland
$617K – – –
BCIM
141
British Columbia Investment Management
British Columbia, Canada
$596K +$45.6K +1,850 +8%
PI
142
PEAK6 Investments
Illinois
$596K +$596K +24,168 New
HighTower Advisors
143
HighTower Advisors
Illinois
$580K +$50.8K +2,062 +10%
Toronto Dominion Bank
144
Toronto Dominion Bank
Ontario, Canada
$575K +$52.1K +2,113 +10%
Nomura Asset Management
145
Nomura Asset Management
Japan
$570K – – –
URS
146
Utah Retirement Systems
Utah
$550K +$550K +22,300 New
BRWA
147
B. Riley Wealth Advisors
Florida
$549K +$150K +5,880 +38%
GBA
148
Garrison Bradford & Associates
New York
$527K -$12.3K -500 -2%
GC
149
Guggenheim Capital
Illinois
$525K +$525K +21,280 New
BI
150
Bramshill Investments
Florida
$524K +$524K +21,244 New
4 5
6
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