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Carlyle Group
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Overview Fund Activity

161 hedge funds and large institutions have $880M invested in Carlyle Group in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 25 closing their positions.

Holders
161
Holders Change
-11
Holders Change %
-6.4%
% of All Funds
3.69%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
14
Increased
57
Reduced
53
Closed
25
Calls
$10M
Puts
$7.47M
Net Calls
+$2.55M
Net Calls Change
-$1.64M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$17.5M
2
AU
2
Algebris (UK)
United Kingdom
$24.2M
3
AIM
3
Artemis Investment Management
United Kingdom
$69.7M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$5.42M
5
N
5
Natixis
France
$3M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$6.65M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$5.33M
3
Bank of America
3
Bank of America
North Carolina
$70.3M
4
MWNA
4
Marshall Wace North America
New York
$1.4M
5
Deutsche Bank
5
Deutsche Bank
Germany
$32.3M
Name Market Value Shares Shares
Change 		Shares
Change %
TSW
151
Thompson Siegel & Walmsley
Virginia
$9K 400 – –
Barclays
152
Barclays
United Kingdom
$9K 400 – –
SCM
153
Stumpf Capital Management
Arizona
$7K 333 – –
AIM
154
Advantage Investment Management
Iowa
$6K 300 – –
CG
155
Cutler Group
California
$5K 277 -808 -74%
BWA
156
Burt Wealth Advisors
Maryland
$5K 245 – –
APA
157
American Portfolios Advisors
New York
$2.77K 130 – –
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$2K 100 – –
LA
159
Legacy Advisors
Pennsylvania
$2K 110 +110 New
VFA
160
Valeo Financial Advisors
Indiana
$1K 30 +3 +11%
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$1K 56 +6 +12%
LOAMS
162
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -140,000 Closed
Allianz Asset Management
163
Allianz Asset Management
Germany
– – -73,015 Closed
GCP
164
GSA Capital Partners
United Kingdom
– – -68,552 Closed
LMIM
165
Lockheed Martin Investment Management
Maryland
– – -54,200 Closed
NA
166
Navellier & Associates
Nevada
– – -38,528 Closed
SWM
167
Segment Wealth Management
Texas
– – -31,530 Closed
FM
168
Forward Management
California
– – -22,217 Closed
CI
169
Cavalier Investments
Georgia
– – -21,300 Closed
KI
170
Koch Industries
Kansas
– – -18,016 Closed
PWP
171
Private Wealth Partners
California
– – -13,775 Closed
GH
172
GAM Holding
Switzerland
– – -12,872 Closed
CAN
173
Cetera Advisor Networks
California
– – -12,124 Closed
GPC
174
Glacier Peak Capital
Washington
– – -12,000 Closed
IA
175
Investor AB
Sweden
– – -12,000 Closed
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