Carlyle Group
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.
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
1
Natixis
Paris,
France
|
$44.6M |
| 2 |
2
Alkeon Capital Management
New York
|
$73.4M |
| 3 |
3
Morgan Stanley
New York
|
$152M |
| 4 |
4
Bank of Montreal
Toronto,
Ontario, Canada
|
$19M |
| 5 |
5
UBS Group
Zurich,
Switzerland
|
$20.8M |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CG
176
Cutler Group
San Francisco,
California
| – | – | -1,577 | Closed |
|
|
APP
177
Avantax Planning Partners
Dubuque,
Iowa
| – | – | -1,356 | Closed |
|
|
FANJ
178
Financial Architects (New Jersey)
Marlton,
New Jersey
| $0 | 9 | -1,135 | -99% |
|
|
TFS
179
TrustCore Financial Services
Brentwood,
Tennessee
| – | – | -1,000 | Closed |
|
|
SWP
180
Stratos Wealth Partners
Beachwood,
Ohio
| – | – | -908 | Closed |
|
|
OIA
181
Optimum Investment Advisors
Chicago,
Illinois
| – | – | -500 | Closed |
|
|
SCM
182
Stumpf Capital Management
Scottsdale,
Arizona
| – | – | -333 | Closed |
|
|
APA
183
American Portfolios Advisors
Holbrook,
New York
| – | – | -130 | Closed |
|
|
JWM
184
Janiczek Wealth Management
Denver,
Colorado
| – | – | -15 | Closed |
|
185
Wolverine Trading
Chicago,
Illinois
| – | – | – | – |
|
|
SAM
186
Serengeti Asset Management
New York
| – | – | – | – |
|
|
VFA
187
Valeo Financial Advisors
Carmel,
Indiana
| $0 | 31 | – | – |
|