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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 %
GSWM
176
Golden State Wealth Management
California
$11K +$11K +500 New
TSW
177
Thompson Siegel & Walmsley
Virginia
$9K – – –
VCP
178
Verus Capital Partners
Arizona
$9K +$9K +400 New
BFEC
179
Benjamin F. Edwards & Company
Missouri
$7K – – –
EWM
180
Edge Wealth Management
New York
$7K – – –
SF
181
Synovus Financial
Georgia
$7K +$7K +330 New
TFGT
182
TS Financial Group (TSFG)
Illinois
$6K – – –
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$6K – – –
EDRH
184
Edmond de Rothschild Holding
Switzerland
$6K – – –
MRCM
185
M&R Capital Management
New Jersey
$6K +$6K +300 New
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$241 +11 +5%
APA
187
American Portfolios Advisors
New York
$4.98K – – –
GRP
188
Global Retirement Partners
California
$4K +$23 +1 +0.6%
MCM
189
McMillion Capital Management
North Carolina
$4K +$4K +200 New
BWM
190
BerganKDV Wealth Management
Minnesota
$3K +$3K +154 New
LPWM
191
Lake Point Wealth Management
Texas
$2K +$667 +25 +50%
First Manhattan
192
First Manhattan
New York
$1K – – –
VFA
193
Valeo Financial Advisors
Indiana
$1K +$29 +1 +3%
LFG
194
Larson Financial Group
Missouri
$1K +$1K +50 New
PA
195
Parallel Advisors
California
$1K +$1K +80 New
LP
196
LMR Partners
United Kingdom
– -$19.2K -600,000 Closed
TEE
197
Tibra Equities Europe
United Kingdom
– -$13.4M -417,904 Closed
IG
198
ING Group
Netherlands
– -$11.4M -353,900 Closed
MWNA
199
Marshall Wace North America
New York
– -$9.08M -282,882 Closed
NSGL
200
No Street GP LP
California
– -$6.42M -200,000 Closed
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