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Carlyle Group
136 hedge funds and large institutions have $771M invested in Carlyle Group in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 26 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
104% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 26
38% more capital invested
Capital invested by funds: $560M → $771M (+$211M)
17% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 18
4.54% more ownership
Funds ownership: 38.64% → 43.18% (+4.5%)
2% more funds holding
Funds holding: 133 → 136 (+3)
1% more call options, than puts
Call options by funds: $5.48M | Put options by funds: $5.43M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
53
Reduced
26
Closed
18
Calls
$5.48M
Puts
$5.43M
Net Calls
+$48K
Net Calls Change
+$3.14M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.4M |
| 2 |
Morgan Stanley
New York
|
+$13.4M |
| 3 |
Goldman Sachs
New York
|
+$7.9M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$7.89M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.88M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QAM
151
QCI Asset Management
Pittsford,
New York
| – | -$13K | -800 | Closed |
|
|
CBT
152
Central Bank & Trust
Lexington,
Kentucky
| – | -$11K | -700 | Closed |
|
|
WP
153
WealthPLAN Partners
Omaha,
Nebraska
| – | -$7.12K | -448 | Closed |
|
|
HI
154
Hudock Inc
Williamsport,
Pennsylvania
| – | -$6K | -425 | Closed |
|
155
Parallax Volatility Advisers
San Francisco,
California
| – | -$4.18K | -237 | Closed |
|