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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 %
AU
176
Algebris (UK)
United Kingdom
– -$15.7M -612,317 Closed
AAMU
177
Amundi Asset Management US
Massachusetts
– -$14.8M -578,561 Closed
JPMPWA
178
J.P. Morgan Private Wealth Advisors
California
– -$11.1M -432,970 Closed
MGAM
179
McGowan Group Asset Management
Texas
– -$9.6M -375,549 Closed
AFG
180
American Financial Group
Ohio
– -$8.8M -344,150 Closed
FAM
181
Fred Alger Management
New York
– -$5.44M -212,722 Closed
PGH
182
Partners Group Holding
Switzerland
– -$4.89M -191,401 Closed
SC
183
Slow Capital
California
– -$2.28M -89,219 Closed
GIM
184
Guild Investment Management
California
– -$1.95M -76,300 Closed
AIM
185
Allen Investment Management
New York
– -$904K -35,361 Closed
MS
186
Maven Securities
Jersey
– -$860K -33,750 Closed
SH
187
SeaTown Holdings
Singapore
– -$750K -29,351 Closed
SWM
188
Stockman Wealth Management
Montana
– -$665K -26,000 Closed
JG
189
Jefferies Group
New York
– -$639K -25,000 Closed
HighTower Advisors
190
HighTower Advisors
Illinois
– -$620K -24,234 Closed
EGA
191
E&G Advisors
Texas
– -$524K -20,490 Closed
CM
192
Caption Management
Oklahoma
– -$447K -17,500 Closed
SWM
193
SeaCrest Wealth Management
New York
– -$391K -15,297 Closed
CAN
194
Cetera Advisor Networks
California
– -$351K -13,793 Closed
CCM
195
Community Capital Management
Florida
– -$340K -13,312 Closed
Walleye Trading
196
Walleye Trading
New York
– -$336K -13,135 Closed
BCM
197
Bluefin Capital Management
New York
– -$291K -11,400 Closed
Wolverine Trading
198
Wolverine Trading
Illinois
– -$287K -11,162 Closed
BWM
199
BigSur Wealth Management
Florida
– -$253K -9,913 Closed
JA
200
JOYN Advisors
Georgia
– -$213K -8,315 Closed
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