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Carlyle Group
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Overview Fund Activity

290 hedge funds and large institutions have $3.93B invested in Carlyle Group in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 98 increasing their positions, 87 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+29
Holders Change %
+11.11%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
64
Increased
98
Reduced
87
Closed
34
Calls
$96M
Puts
$16.6M
Net Calls
+$79.4M
Net Calls Change
-$4.49M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$72.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
$479M
3
Millennium Management
Millennium Management
New York
$40.2M
4
Morgan Stanley
Morgan Stanley
New York
$352M
5
SC
Samlyn Capital
New York
$36.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$286M
2
AIM
Artemis Investment Management
United Kingdom
$0
3
Neuberger Berman Group
Neuberger Berman Group
New York
$50.3M
4
SSA
Schonfeld Strategic Advisors
New York
$14.4M
5
Bank of America
Bank of America
North Carolina
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JG
201
Jefferies Group
New York
$314K +$314K +10,000 New
SS
202
Sunbelt Securities
Texas
$314K +$314K +10,000 New
CCM
203
Callodine Capital Management
Massachusetts
$314K +$314K +10,000 New
RJT
204
Raymond James Trust
Florida
$308K -$10.5K -335 -3%
SMDAM
205
Sumitomo Mitsui DS Asset Management
Japan
$306K – – –
S
206
Seeyond
France
$294K -$1.66K -53 -0.6%
William Blair & Company
207
William Blair & Company
Illinois
$292K +$6.29K +200 +2%
FG
208
Fiduciary Group
Georgia
$286K +$286K +7,700 New
Caisse de Depot et Placement du Quebec (CDPQ)
209
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$284K +$284K +9,023 New
DekaBank Deutsche Girozentrale
210
DekaBank Deutsche Girozentrale
Germany
$273K -$215 -7 -0.1%
JF
211
Jump Financial
Illinois
$269K -$172K -5,481 -39%
D.E. Shaw & Co
212
D.E. Shaw & Co
New York
$263K +$263K +8,373 New
OLA
213
Oliver Luxxe Assets
New Jersey
$258K +$258K +7,913 New
CG
214
Cutler Group
California
$257K +$257K +8,197 New
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$256K -$15.8K -501 -6%
VWA
216
Visionary Wealth Advisors
Illinois
$251K +$251K +7,990 New
ProShare Advisors
217
ProShare Advisors
Maryland
$247K +$247K +7,856 New
Daiwa Securities Group
218
Daiwa Securities Group
Japan
$246K – – –
Principal Financial Group
219
Principal Financial Group
Iowa
$244K -$44.4K -1,409 -15%
Acadian Asset Management
220
Acadian Asset Management
Massachusetts
$243K – – –
DT
221
Diversified Trust
Tennessee
$238K +$238K +7,577 New
KA
222
Kovack Advisors
Florida
$236K +$236K +7,519 New
MWM
223
Mission Wealth Management
California
$226K +$226K +7,176 New
SW
224
SVB Wealth
Massachusetts
$226K +$226K +7,189 New
PWP
225
Principle Wealth Partners
Connecticut
$226K +$226K +7,200 New
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