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Carlyle Group
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Overview Fund Activity

246 hedge funds and large institutions have $3.18B invested in Carlyle Group in 2020 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 61 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+51
Holders Change %
+26.15%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
89
Increased
61
Reduced
63
Closed
35
Calls
$164M
Puts
$29.5M
Net Calls
+$135M
Net Calls Change
+$91M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$405M
2
Capital World Investors
Capital World Investors
California
$352M
3
BlackRock
BlackRock
New York
$195M
4
State Street
State Street
Massachusetts
$65M
5
Bessemer Group
Bessemer Group
New Jersey
$56.5M

Top Sellers

1
Alkeon Capital Management
Alkeon Capital Management
New York
$105M
2
Millennium Management
Millennium Management
New York
$0
3
AIM
Artemis Investment Management
United Kingdom
$38.8M
4
N
Natixis
France
$0
5
VVP
Vulcan Value Partners
Alabama
$678M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
176
IFM Investors
Australia
$277K +$277K +9,945 New
SMDAM
177
Sumitomo Mitsui DS Asset Management
Japan
$271K +$271K +9,745 New
Aberdeen Group
178
Aberdeen Group
United Kingdom
$261K +$261K +9,368 New
TSS
179
Two Sigma Securities
New York
$259K +$259K +9,286 New
S
180
Seeyond
France
$258K +$258K +9,230 New
PTP
181
Platform Technology Partners
New York
$246K -$63.4K -2,273 -20%
Acadian Asset Management
182
Acadian Asset Management
Massachusetts
$244K +$244K +8,765 New
LNC
183
Lincoln National Corp
Pennsylvania
$238K -$33.3K -1,193 -12%
Cambridge Investment Research Advisors
184
Cambridge Investment Research Advisors
Iowa
$230K -$121K -4,348 -35%
SOAMC
185
Spirit of America Management Corp
New York
$225K -$69.9K -2,500 -24%
SMFS
186
Squar Milner Financial Services
California
$224K – – –
Simplex Trading
187
Simplex Trading
Illinois
$224K +$35.3K +1,272 +19%
William Blair & Company
188
William Blair & Company
Illinois
$224K +$224K +8,018 New
DekaBank Deutsche Girozentrale
189
DekaBank Deutsche Girozentrale
Germany
$223K +$223K +8,197 New
KA
190
Kovack Advisors
Florida
$218K +$218K +7,798 New
FG
191
Fiduciary Group
Georgia
$215K +$215K +7,700 New
VWA
192
Visionary Wealth Advisors
Illinois
$214K +$214K +7,665 New
PPA
193
Parametric Portfolio Associates
Washington
$213K +$213K +7,620 New
WSC
194
Wellington Shields & Co
New York
$203K +$203K +7,285 New
SW
195
SVB Wealth
Massachusetts
$201K +$201K +7,189 New
PWP
196
Principle Wealth Partners
Connecticut
$201K +$201K +7,200 New
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
$200K -$10.1M -363,329 -98%
KWM
198
Keebeck Wealth Management
Illinois
$196K +$196K +7,057 New
CAM
199
CenterStar Asset Management
Illinois
$193K -$331K – –
CFGS
200
Concourse Financial Group Securities
Alabama
$193K +$782 +28 +0.4%
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