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Carlyle Group
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Overview Fund Activity

195 hedge funds and large institutions have $1.78B invested in Carlyle Group in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+21
Holders Change %
+12.07%
% of All Funds
4.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
71
Increased
50
Reduced
49
Closed
48
Calls
$53.1M
Puts
$9.13M
Net Calls
+$44M
Net Calls Change
+$19.5M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
$543M
2
Capital World Investors
Capital World Investors
California
$114M
3
JSP
Jackson Square Partners
California
$73.5M
4
Millennium Management
Millennium Management
New York
$42.1M
5
Alkeon Capital Management
Alkeon Capital Management
New York
$117M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$145M
2
Invesco
Invesco
Georgia
$13.7M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.82M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.1M
5
UBS Group
UBS Group
Switzerland
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
151
Simplex Trading
Illinois
$147K -$593K -27,414 -80%
CAM
152
Cacti Asset Management
Georgia
$113K – – –
HIA
153
Harbor Investment Advisory
Maryland
$108K – – –
WT
154
Whittier Trust
California
$108K – – –
Parallax Volatility Advisers
155
Parallax Volatility Advisers
California
$105K +$105K +4,833 New
AF
156
Advisornet Financial
Minnesota
$96K +$70.4K +3,245 +275%
SSB
157
Sandy Spring Bank
Maryland
$80K +$21.9K +1,000 +38%
WEC
158
Winslow Evans & Crocker
Massachusetts
$70K -$44.4K -2,000 -39%
GT
159
Glenmede Trust
Pennsylvania
$67K – – –
GWM
160
Geneos Wealth Management
Colorado
$64K +$64K +2,814 New
HCM
161
Highlander Capital Management
New Jersey
$61K +$10.9K +500 +22%
BWA
162
BDO Wealth Advisors
Florida
$55K +$55K +2,544 New
AIM
163
Anchor Investment Management
South Carolina
$50.9K +$43 +2 +0.1%
FWM
164
Focused Wealth Management
New York
$50K +$107 +5 +0.2%
CFN
165
Cordasco Financial Network
Florida
$50K +$50K +2,329 New
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$46K – – –
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.8K -$56.6K -2,615 -56%
CWP
168
CFM Wealth Partners
Texas
$40K – – –
US Bancorp
169
US Bancorp
Minnesota
$37K – – –
AIC
170
Ameritas Investment Company
Nebraska
$32K +$32K +1,470 New
DOA
171
D'Orazio & Associates
Virginia
$22K +$22K +993 New
WT
172
Washington Trust
Rhode Island
$22K +$22K +1,000 New
FHA
173
Flagship Harbor Advisors
Massachusetts
$13K +$110 +5 +0.9%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$13K +$13K +603 New
QAM
175
QCI Asset Management
New York
$11K – – –
5 6
7
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