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Carlyle Group
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Overview Fund Activity

290 hedge funds and large institutions have $3.93B invested in Carlyle Group in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 98 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+29
Holders Change %
+11.11%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
64
Increased
98
Reduced
87
Closed
34
Calls
$96M
Puts
$16.6M
Net Calls
+$79.4M
Net Calls Change
-$4.49M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$72.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
$479M
3
Millennium Management
Millennium Management
New York
$40.2M
4
Morgan Stanley
Morgan Stanley
New York
$352M
5
SC
Samlyn Capital
New York
$36.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$286M
2
AIM
Artemis Investment Management
United Kingdom
$0
3
Neuberger Berman Group
Neuberger Berman Group
New York
$50.3M
4
SSA
Schonfeld Strategic Advisors
New York
$14.4M
5
Bank of America
Bank of America
North Carolina
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$1.34M -$105K -3,330 -7%
ASRS
127
Arizona State Retirement System
Arizona
$1.26M -$75.6K -2,405 -6%
JI
128
Jeereddi Investments
California
$1.15M – – –
FAM
129
Fred Alger Management
New York
$1.11M – – –
GIBU
130
Gulf International Bank (UK)
United Kingdom
$1.09M -$226K -7,194 -17%
Creative Planning
131
Creative Planning
Kansas
$1.08M +$84.8K +2,698 +8%
ACI
132
AMP Capital Investors
Australia
$1.04M -$737K -23,451 -42%
Victory Capital Management
133
Victory Capital Management
Texas
$968K +$78.7K +2,503 +9%
BI
134
Bramshill Investments
Florida
$966K +$298K +9,482 +45%
Handelsbanken Fonder
135
Handelsbanken Fonder
Sweden
$959K – – –
SPIA
136
Steward Partners Investment Advisory
New York
$944K -$48.4K -1,539 -5%
Truist Financial
137
Truist Financial
North Carolina
$932K +$33K +1,050 +4%
YIH
138
Y-Intercept (HK)
Hong Kong
$919K +$919K +29,254 New
T. Rowe Price Associates
139
T. Rowe Price Associates
Maryland
$906K +$37.6K +1,195 +4%
JWM
140
Jeppson Wealth Management
California
$904K -$943 -30 -0.1%
Osaic Holdings
141
Osaic Holdings
Arizona
$898K +$107K +3,411 +14%
MWNA
142
Marshall Wace North America
New York
$861K +$428K +13,621 +99%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$857K -$11.8K -375 -1%
Russell Investments Group
144
Russell Investments Group
United Kingdom
$856K +$584K +18,630 +214%
Mirae Asset Global Investments
145
Mirae Asset Global Investments
South Korea
$837K +$202K +6,440 +32%
Toronto Dominion Bank
146
Toronto Dominion Bank
Ontario, Canada
$826K +$92.6K +2,943 +13%
ANRIA
147
American National Registered Investment Advisor
Texas
$803K +$803K +25,530 New
Mitsubishi UFJ Asset Management
148
Mitsubishi UFJ Asset Management
Japan
$789K – – –
BPC
149
Banque Pictet & Cie
Switzerland
$786K – – –
WSTAM
150
Wilbanks Smith & Thomas Asset Management
Virginia
$755K +$94.3K +3,000 +14%
4 5
6
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