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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 %
Marshall Wace
201
Marshall Wace
United Kingdom
– -$5.2M -162,209 Closed
CWG
202
Cornerstone Wealth Group
North Carolina
– -$3.63M -113,023 Closed
Group One Trading
203
Group One Trading
Illinois
– -$3.58M -111,689 Closed
TYCC
204
Texas Yale Capital Corp
Florida
– -$2.31M -72,100 Closed
Renaissance Technologies
205
Renaissance Technologies
New York
– -$1.83M -56,991 Closed
PWP
206
Private Wealth Partners
California
– -$1.64M -51,175 Closed
MCM
207
McKinley Capital Management
Alaska
– -$1.34M -41,819 Closed
TSS
208
Two Sigma Securities
New York
– -$1.17M -36,459 Closed
PA
209
Pinnacle Associates
New York
– -$978K -30,475 Closed
Bank of New York Mellon
210
Bank of New York Mellon
New York
– -$898K -28,000 Closed
LWM
211
Laidlaw Wealth Management
New York
– -$723K -22,543 Closed
BI
212
Bramshill Investments
Florida
– -$677K -21,111 Closed
SRAM
213
Spouting Rock Asset Management
Pennsylvania
– -$674K -21,018 Closed
BNP Paribas Financial Markets
214
BNP Paribas Financial Markets
France
– -$644K -20,080 Closed
Acadian Asset Management
215
Acadian Asset Management
Massachusetts
– -$586K -18,269 Closed
Bessemer Group
216
Bessemer Group
New Jersey
– -$580K -18,089 Closed
PCM
217
Penserra Capital Management
California
– -$576K -17,904 Closed
PAG
218
Private Advisor Group
New Jersey
– -$564K -17,587 Closed
Barclays
219
Barclays
United Kingdom
– -$555K -17,295 Closed
VFA
220
Voya Financial Advisors
Connecticut
– -$439K -13,836 Closed
ECA
221
Endeavour Capital Advisors
Connecticut
– -$367K -11,429 Closed
CG
222
Cutler Group
California
– -$361K -11,261 Closed
SS
223
Sunbelt Securities
Texas
– -$360K -11,216 Closed
V
224
Veritable
Delaware
– -$314K -9,790 Closed
EPA
225
Element Pointe Advisors
Florida
– -$289K -9,005 Closed
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