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Carlyle Group
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Overview Fund Activity

96 hedge funds and large institutions have $1.09B invested in Carlyle Group in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 21 closing their positions.

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
27
Increased
31
Reduced
21
Closed
21
Calls
$3.11M
Puts
$15.5M
Net Calls
-$12.4M
Net Calls Change
-$11.3M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$108M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$145M
3
CS
3
Credit Suisse
Switzerland
$34.3M
4
FAM
4
Fred Alger Management
New York
$11.3M
5
FPP
5
Findlay Park Partners
United Kingdom
$41M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$20.1M
2
JCP
2
Jabre Capital Partners
Switzerland
$0
3
Citigroup
3
Citigroup
New York
$11.7M
4
HI
4
Honeywell International
North Carolina
$16.6M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BAMCO Inc
1
BAMCO Inc
New York
$172M 4,825,115 +16,116 +0.3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$145M 4,081,247 +582,700 +17%
PI
3
Putnam Investments
Massachusetts
$108M 3,041,372 +2,206,701 +264%
TCM
4
TimesSquare Capital Management
New York
$78.2M 2,195,000 -188,400 -8%
HC
5
Hawkins Capital
Texas
$67.6M 1,896,994 – –
RRC
6
Red Rocks Capital
Colorado
$53.7M 1,506,368 -61,632 -4%
Robeco Institutional Asset Management
7
Robeco Institutional Asset Management
Netherlands
$45.4M 1,274,097 -53,661 -4%
LPLP
8
Lansdowne Partners Limited Partnership
United Kingdom
$42.9M 1,205,059 +195,800 +19%
FPP
9
Findlay Park Partners
United Kingdom
$41M 1,150,000 +250,000 +28%
CS
10
Credit Suisse
Switzerland
$34.3M 962,125 +420,999 +78%
AAMU
11
Amundi Asset Management US
Massachusetts
$31.8M 891,523 +147,598 +20%
Deutsche Bank
12
Deutsche Bank
Germany
$20.1M 564,443 -553,659 -50%
HI
13
Honeywell International
North Carolina
$16.6M 467,091 -212,100 -31%
Morgan Stanley
14
Morgan Stanley
New York
$11.9M 335,210 +111,284 +50%
Invesco
15
Invesco
Georgia
$11.8M 331,493 -39,381 -11%
Citigroup
16
Citigroup
New York
$11.7M 329,256 -244,762 -43%
FAM
17
Fred Alger Management
New York
$11.3M 316,681 +316,681 New
Alyeska Investment Group
18
Alyeska Investment Group
Illinois
$11.2M 314,976 +88,176 +39%
Allianz Asset Management
19
Allianz Asset Management
Germany
$10.8M 304,031 +1,612 +0.5%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$8.99M 252,300 – –
PGH
21
Partners Group Holding
Switzerland
$8.81M 247,347 – –
EGM
22
Espalier Global Management
New York
$8.02M 225,000 +225,000 New
Neuberger Berman Group
23
Neuberger Berman Group
New York
$7.62M 214,000 +189,000 +756%
ZDA
24
Zweig-DiMenna Associates
New York
$7.48M 210,000 +210,000 New
EIA
25
Edgemoor Investment Advisors
Maryland
$7.31M 205,225 +11,575 +6%
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