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Carlyle Group

168 hedge funds and large institutions have $1.01B invested in Carlyle Group in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 18 closing their positions.

Holders
168
Holders Change
+7
Holders Change %
+4.35%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
26
Increased
57
Reduced
45
Closed
18
Calls
$16.3M
Puts
$5.86M
Net Calls
+$10.4M
Net Calls Change
+$7.86M
Name Market Value Shares Shares
Change
Shares
Change %
TFS
151
TrustCore Financial Services
Tennessee
$23K 1,000 +1,000 New
Barclays
152
Barclays
United Kingdom
$22K 995 +595 +149%
DOA
153
D'Orazio & Associates
Virginia
SWP
154
Stratos Wealth Partners
Ohio
$20K 908 +908 New
BFEC
155
Benjamin F. Edwards & Company
Missouri
$16K 695
PA
156
Parallel Advisors
California
$14K 611 +6 +1%
OIA
157
Optimum Investment Advisors
Illinois
$11K 500
PG
158
Patten Group
Tennessee
$10K 450
TSW
159
Thompson Siegel & Walmsley
Virginia
$9K 400
SCM
160
Stumpf Capital Management
Arizona
$8K 333
AIM
161
Advantage Investment Management
Iowa
$7K 300
BWA
162
Burt Wealth Advisors
Maryland
$6K 245
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$6K 266 +266 New
Group One Trading
164
Group One Trading
Illinois
$4K 185 +185 New
APA
165
American Portfolios Advisors
New York
$2.93K 130
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$2K 100
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$2K 100 +100 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$1K 50 -6 -11%
VFA
169
Valeo Financial Advisors
Indiana
$1K 31 +1 +3%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
-140,209 Closed
IG
171
ING Group
Netherlands
-138,900 Closed
LSAG
172
Lake Street Advisors Group
New Hampshire
-41,454 Closed
LG
173
Leuthold Group
Minnesota
-21,877 Closed
VF
174
Virtu Financial
New York
-18,434 Closed
Wolverine Trading
175
Wolverine Trading
Illinois
-18,081 Closed