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Carlyle Group
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Overview Fund Activity

113 hedge funds and large institutions have $1.38B invested in Carlyle Group in 2014 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 13 closing their positions.

Holders
113
Holders Change
+17
Holders Change %
+17.71%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
30
Increased
46
Reduced
17
Closed
13
Calls
$5.88M
Puts
$7.97M
Net Calls
-$2.09M
Net Calls Change
+$10.3M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$225M
3
CS
3
Credit Suisse
Switzerland
$90.3M
4
PI
4
Putnam Investments
Massachusetts
$137M
5
Deutsche Bank
5
Deutsche Bank
Germany
$46.6M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$0
2
FPP
2
Findlay Park Partners
United Kingdom
$9.66M
3
LPLP
3
Lansdowne Partners Limited Partnership
United Kingdom
$31.5M
4
EGM
4
Espalier Global Management
New York
$0
5
ZDA
5
Zweig-DiMenna Associates
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$225M 6,402,807 +2,321,560 +57%
BAMCO Inc
2
BAMCO Inc
New York
$170M 4,826,634 +1,519 +0%
PI
3
Putnam Investments
Massachusetts
$137M 3,895,567 +854,195 +28%
FAM
4
Fred Alger Management
New York
$102M 2,892,500 +2,575,819 +813%
CS
5
Credit Suisse
Switzerland
$90.3M 2,570,948 +1,608,823 +167%
HC
6
Hawkins Capital
Texas
$66.7M 1,896,994 – –
RRC
7
Red Rocks Capital
Colorado
$57.9M 1,647,419 +141,051 +9%
Deutsche Bank
8
Deutsche Bank
Germany
$46.6M 1,326,977 +762,534 +135%
Robeco Institutional Asset Management
9
Robeco Institutional Asset Management
Netherlands
$45.4M 1,293,362 +19,265 +2%
Morgan Stanley
10
Morgan Stanley
New York
$32.4M 921,034 +585,824 +175%
Citigroup
11
Citigroup
New York
$32.2M 916,455 +587,199 +178%
AAMU
12
Amundi Asset Management US
Massachusetts
$32M 909,796 +18,273 +2%
LPLP
13
Lansdowne Partners Limited Partnership
United Kingdom
$31.5M 896,976 -308,083 -26%
HI
14
Honeywell International
North Carolina
$21.9M 624,091 +157,000 +34%
Bank of America
15
Bank of America
North Carolina
$21.3M 605,956 +417,884 +222%
PIM
16
Perkins Investment Management
Illinois
$19.9M 566,370 +566,370 New
Invesco
17
Invesco
Georgia
$15.8M 449,678 +118,185 +36%
ECA
18
Endeavour Capital Advisors
Connecticut
$12.4M 352,881 +174,644 +98%
Allianz Asset Management
19
Allianz Asset Management
Germany
$10.5M 300,185 -3,846 -1%
Renaissance Technologies
20
Renaissance Technologies
New York
$9.93M 282,649 +282,649 New
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$9.92M 282,147 -32,829 -10%
FPP
22
Findlay Park Partners
United Kingdom
$9.66M 275,000 -875,000 -76%
EC
23
EJF Capital
Virginia
$9.49M 270,000 +270,000 New
PGH
24
Partners Group Holding
Switzerland
$8.38M 238,347 -9,000 -4%
JAM
25
Jupiter Asset Management
United Kingdom
$7.97M 226,700 +176,700 +353%
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