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Carlyle Group
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Overview Fund Activity

174 hedge funds and large institutions have $1.77B invested in Carlyle Group in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
44
Increased
49
Reduced
53
Closed
42
Calls
$28.8M
Puts
$4.24M
Net Calls
+$24.5M
Net Calls Change
+$11.8M

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$71.1M
2
UBS Group
2
UBS Group
Switzerland
$87.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$29.9M
4
CS
4
Credit Suisse
Switzerland
$44.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$89.4M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$119M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$88.8M
3
N
3
Natixis
France
$0
4
CFM
4
Coronation Fund Managers
South Africa
$2.52M
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
151
Glenmede Trust
Pennsylvania
$67K – – –
RIA
152
Realta Investment Advisors
Delaware
$61K +$34.3K +1,155 +128%
CWP
153
CFM Wealth Partners
Texas
$61K +$61K +1,855 New
US Bancorp
154
US Bancorp
Minnesota
$55K – – –
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$46K – – –
AF
156
Advisornet Financial
Minnesota
$38K -$175K -5,420 -82%
ASN
157
Advisory Services Network
Georgia
$30K +$11.9K +370 +66%
SL
158
Salomon & Ludwin
Virginia
$21K – – –
LP
159
LMR Partners
United Kingdom
$19.2K – – –
FHA
160
Flagship Harbor Advisors
Massachusetts
$19K +$195 +6 +1%
QAM
161
QCI Asset Management
New York
$16K – – –
TSW
162
Thompson Siegel & Walmsley
Virginia
$13K – – –
BFEC
163
Benjamin F. Edwards & Company
Missouri
$11K – – –
TFGT
164
TS Financial Group (TSFG)
Illinois
$10K – – –
EWM
165
Edge Wealth Management
New York
$10K +$10K +300 New
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$9K – – –
EDRH
167
Edmond de Rothschild Holding
Switzerland
$8K – – –
APA
168
American Portfolios Advisors
New York
$7.38K +$3.21K +100 +77%
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$65 +2 +0.9%
GRP
170
Global Retirement Partners
California
$5K +$59 +2 +1%
LPWM
171
Lake Point Wealth Management
Texas
$2K +$2K +50 New
First Manhattan
172
First Manhattan
New York
$1K -$80K -4,000 -99%
VFA
173
Valeo Financial Advisors
Indiana
$1K – – –
N
174
Natixis
France
– -$20.6M -806,600 Closed
SSA
175
Schonfeld Strategic Advisors
New York
– -$16.2M -633,703 Closed
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7
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