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Carlyle Group
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Overview Fund Activity

261 hedge funds and large institutions have $2.89B invested in Carlyle Group in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 87 increasing their positions, 86 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+15
Holders Change %
+6.1%
% of All Funds
5.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
47
Increased
87
Reduced
86
Closed
32
Calls
$109M
Puts
$24.7M
Net Calls
+$83.9M
Net Calls Change
-$51.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$246M
2
Alkeon Capital Management
Alkeon Capital Management
New York
$134M
3
Norges Bank
Norges Bank
Norway
$23.7M
4
Deutsche Bank
Deutsche Bank
Germany
$28.7M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$23.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$30.1M
2
AIM
Artemis Investment Management
United Kingdom
$14.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$340M
4
BlackRock
BlackRock
New York
$161M
5
BAMCO Inc
BAMCO Inc
New York
$67.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
151
Wilbanks Smith & Thomas Asset Management
Virginia
$519K +$93.8K +3,797 +22%
VOYA Investment Management
152
VOYA Investment Management
Georgia
$511K -$16.1K -654 -3%
Mirae Asset Global Investments
153
Mirae Asset Global Investments
South Korea
$498K +$239K +9,707 +93%
Public Employees Retirement Association of Colorado
154
Public Employees Retirement Association of Colorado
Colorado
$496K – – –
Simplex Trading
155
Simplex Trading
Illinois
$495K +$296K +12,021 +149%
EH
156
Equitable Holdings
New York
$464K +$14.8K +600 +3%
AF
157
Advisornet Financial
Minnesota
$461K +$31.4K +1,273 +7%
DAC
158
Dividend Assets Capital
South Carolina
$449K – – –
NSIM
159
North Star Investment Management
Illinois
$437K +$14.8K +600 +4%
Ameriprise
160
Ameriprise
Minnesota
$419K -$465K -18,806 -53%
AWA
161
Arete Wealth Advisors
Illinois
$419K +$419K +16,549 New
TCM
162
Tanaka Capital Management
New York
$417K -$5.92K -240 -1%
NAM
163
Nissay Asset Management
Japan
$413K +$6.86K +278 +2%
CAM
164
Carret Asset Management
New York
$412K – – –
SCA
165
Snowden Capital Advisors
New York
$405K -$19.7K -800 -5%
BWP
166
Baldwin Wealth Partners
Massachusetts
$397K – – –
KPWS
167
Kestra Private Wealth Services
Texas
$390K +$390K +15,798 New
HF
168
HRT Financial
New York
$388K +$388K +15,751 New
AB
169
Amalgamated Bank
New York
$379K -$222 -9 -0.1%
EA
170
Emerald Advisors
Washington
$377K +$6.79K +275 +2%
RC
171
RegentAtlantic Capital
New Jersey
$374K -$283K -11,499 -43%
JF
172
Jump Financial
Illinois
$347K +$347K +14,044 New
AIM
173
Aigen Investment Management
New York
$343K +$343K +13,902 New
WBC
174
Westpac Banking Corp
Australia
$341K +$341K +13,824 New
LCS
175
Levin Capital Strategies
New York
$340K -$2.27M -92,034 -87%
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