CG icon

Carlyle Group
CG

Overview Fund Activity

172 hedge funds and large institutions have $907M invested in Carlyle Group in 2018 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
3.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
58
Reduced
46
Closed
14
Calls
$15.1M
Puts
$11M
Net Calls
+$4.18M
Net Calls Change
+$4.79M

Top Buyers

1
Alkeon Capital Management
Alkeon Capital Management
New York
$42.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$32.1M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$14.4M
4
PGH
Partners Group Holding
Switzerland
$28M
5
AIM
Artemis Investment Management
United Kingdom
$62.1M

Top Sellers

1
DG
Delek Group
Israel
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$24.7M
3
Deutsche Bank
Deutsche Bank
Germany
$39.5M
4
MWNA
Marshall Wace North America
New York
$9M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$30K -$32.1K -1,500 -52%
IA
152
IFP Advisors
Florida
$28K – – –
FANJ
153
Financial Architects (New Jersey)
New Jersey
$24K -$7.66K -365 -24%
CG
154
Cutler Group
California
$23K -$445 -21 -2%
PCM
155
Poehling Capital Management
Wisconsin
$16K – – –
BFEC
156
Benjamin F. Edwards & Company
Missouri
$15K – – –
MCM
157
MV Capital Management
Maryland
$15K – – –
WEC
158
Winslow Evans & Crocker
Massachusetts
$12.8K – – –
OIA
159
Optimum Investment Advisors
Illinois
$11K +$11K +500 New
FCMT
160
Founders Capital Management (Texas)
Texas
$11K +$11K +500 New
PG
161
Patten Group
Tennessee
$10K – – –
Barclays
162
Barclays
United Kingdom
$9K -$884K -39,271 -99%
TSW
163
Thompson Siegel & Walmsley
Virginia
$9K – – –
SCM
164
Stumpf Capital Management
Arizona
$7K – – –
AIM
165
Advantage Investment Management
Iowa
$6K – – –
BWA
166
Burt Wealth Advisors
Maryland
$5K – – –
VNA
167
Valley National Advisers
Pennsylvania
$4K -$4K – –
APA
168
American Portfolios Advisors
New York
$2.78K – – –
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$2K – – –
EA
170
Edge Advisors
Georgia
$2K +$2K +117 New
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
VFA
172
Valeo Financial Advisors
Indiana
$1K +$37 +1 +4%
PA
173
Parallel Advisors
California
$1K +$1K +31 New
GI
174
Gradient Investments
Minnesota
$1K +$1K +50 New
DG
175
Delek Group
Israel
– -$9.38M -410,000 Closed
4 5 6
7
8