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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 %
MWNA
176
Marshall Wace North America
New York
$340K +$340K +13,778 New
M&T Bank
177
M&T Bank
New York
$320K +$2.55K +103 +0.8%
Wolverine Trading
178
Wolverine Trading
Illinois
$320K +$320K +12,990 New
FRAF
179
Första AP-fonden
Sweden
$306K +$2.47K +100 +0.8%
MGAM
180
McGowan Group Asset Management
Texas
$304K -$13.3K -539 -4%
ALAM
181
Asahi Life Asset Management
Japan
$304K +$143K +5,800 +89%
AWM
182
AE Wealth Management
Kansas
$302K – – –
SCM
183
Sterneck Capital Management
Missouri
$301K +$301K +12,207 New
Jane Street
184
Jane Street
New York
$299K -$684K -27,737 -70%
KAS
185
Kestra Advisory Services
Texas
$299K +$299K +12,113 New
SI
186
Stephens Inc
Arkansas
$292K -$4.94K -200 -2%
Walleye Capital
187
Walleye Capital
New York
$291K +$291K +11,813 New
E
188
Ergoteles
New York
$279K +$279K +11,300 New
TD Asset Management
189
TD Asset Management
Ontario, Canada
$279K +$279K +11,327 New
EGA
190
E&G Advisors
Texas
$276K -$173K -7,000 -38%
AAS
191
Avantax Advisory Services
Texas
$270K +$270K +10,913 New
II
192
IFM Investors
Australia
$260K +$15K +608 +6%
RJT
193
Raymond James Trust
Florida
$250K – – –
LNWWM
194
Laird Norton Wetherby Wealth Management
California
$248K – – –
PCA
195
Personal Capital Advisors
California
$247K – – –
SMDAM
196
Sumitomo Mitsui DS Asset Management
Japan
$240K – – –
VF
197
Virtu Financial
New York
$236K +$236K +9,580 New
TSS
198
Two Sigma Securities
New York
$235K +$6.02K +244 +3%
S
199
Seeyond
France
$232K +$4.58K +186 +2%
Principal Financial Group
200
Principal Financial Group
Iowa
$226K -$31.1K -1,261 -12%
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