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Carlyle Group
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Overview Fund Activity

156 hedge funds and large institutions have $761M invested in Carlyle Group in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
-12
Holders Change %
-7.14%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
56
Reduced
56
Closed
27
Calls
$15.3M
Puts
$3.58M
Net Calls
+$11.7M
Net Calls Change
+$1.29M

Top Buyers

1
N
Natixis
France
$44.6M
2
Alkeon Capital Management
Alkeon Capital Management
New York
$73.4M
3
Morgan Stanley
Morgan Stanley
New York
$152M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$19M
5
UBS Group
UBS Group
Switzerland
$20.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.35M
2
AIM
Artemis Investment Management
United Kingdom
$47.1M
3
Marshall Wace
Marshall Wace
United Kingdom
$4.73M
4
Jane Street
Jane Street
New York
$0
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
151
Burt Wealth Advisors
Maryland
$4K – – –
LPC
152
Loeb Partners Corp
New York
$3K +$3K +200 New
ASN
153
Advisory Services Network
Georgia
$2K -$28.5K -2,138 -93%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$2K – – –
PFGIA
155
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
Jane Street
157
Jane Street
New York
– -$7.8M -345,684 Closed
Renaissance Technologies
158
Renaissance Technologies
New York
– -$6.99M -310,000 Closed
WMSA
159
Weiss Multi-Strategy Advisers
New York
– -$3.95M -175,000 Closed
VSI
160
Verde Servicos Internacionais
Brazil
– -$1.64M -77,875 Closed
EGPO
161
EnTrust Global Partners Offshore
New York
– -$1.49M -66,100 Closed
MWNA
162
Marshall Wace North America
New York
– -$581K -25,752 Closed
BAS
163
Brown Advisory Securities
Maryland
– -$554K -24,510 Closed
SCCM
164
Schafer Cullen Capital Management
New York
– -$320K -14,190 Closed
AGM
165
Alpine Global Management
New York
– -$258K -11,426 Closed
SG Americas Securities
166
SG Americas Securities
New York
– -$250K -11,099 Closed
GH
167
GAM Holding
Switzerland
– -$245K -10,883 Closed
Cambridge Investment Research Advisors
168
Cambridge Investment Research Advisors
Iowa
– -$231K -10,260 Closed
BWM
169
BigSur Wealth Management
Florida
– -$224K -9,913 Closed
KCM
170
Kendall Capital Management
Maryland
– -$221K -9,800 Closed
ATIA
171
American Trust Investment Advisors
New Hampshire
– -$208K -9,225 Closed
WIA
172
Westbourne Investment Advisors
Maryland
– -$113K -5,000 Closed
CWM
173
Cornerstone Wealth Management
Missouri
– -$200K -4,800 Closed
BAM
174
Belpointe Asset Management
Nevada
– -$101K -4,481 Closed
NEI
175
Northwest & Ethical Investments
Ontario, Canada
– -$69.9K -3,100 Closed
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