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Carlyle Group

175 hedge funds and large institutions have $1.44B invested in Carlyle Group in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+27
Holders Change %
+18.24%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
35
Increased
60
Reduced
44
Closed
8
Calls
$21.6M
Puts
$8.92M
Net Calls
+$12.7M
Net Calls Change
-$5.41M
Name Holding Trade Value Shares
Change
Shares
Change %
DOA
151
D'Orazio & Associates
Virginia
$25K +$25K +975 New
RIA
152
Realta Investment Advisors
Delaware
$23K +$23K +900 New
UBS AM
153
UBS AM
Illinois
$21.3K
GSWM
154
Golden State Wealth Management
California
$19K +$13.1K +505 +220%
SL
155
Salomon & Ludwin
Virginia
$17K
FHA
156
Flagship Harbor Advisors
Massachusetts
$14K +$6.17K +255 +79%
QAM
157
QCI Asset Management
New York
$13K
ASN
158
Advisory Services Network
Georgia
$13K
SF
159
Synovus Financial
Georgia
$12K -$76.7K -3,094 -86%
TSW
160
Thompson Siegel & Walmsley
Virginia
$10K
BFEC
161
Benjamin F. Edwards & Company
Missouri
$9K
TFGT
162
TS Financial Group (TSFG)
Illinois
$8K
AIM
163
Advantage Investment Management
Iowa
$8K +$157 +6 +2%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$7K
EDRH
165
Edmond de Rothschild Holding
Switzerland
$7K
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$6K
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$3.21K +115 +115%
GRP
168
Global Retirement Partners
California
$4K +$71 +3 +2%
APA
169
American Portfolios Advisors
New York
$3.32K
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$3K
BWM
171
BerganKDV Wealth Management
Minnesota
$3K +$3K +100 New
FDCDDQ
172
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.56K +$2.56K +100 New
VFA
173
Valeo Financial Advisors
Indiana
$1K +$30 +1 +3%
SIAP
174
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K +$1K +25 New
GT
175
Glenmede Trust
Pennsylvania
$53