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Carlyle Group

169 hedge funds and large institutions have $934M invested in Carlyle Group in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
169
Holders Change
+17
Holders Change %
+11.18%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
62
Reduced
45
Closed
13
Calls
$5.26M
Puts
$5.87M
Net Calls
-$610K
Net Calls Change
-$3.25M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$182M 7,961,647 +2,229,925 +39%
Bank of America
2
Bank of America
North Carolina
$83.3M 3,638,020 -17,628 -0.5%
BAMCO Inc
3
BAMCO Inc
New York
$74.6M 3,259,535 -2,405,470 -42%
AIM
4
Artemis Investment Management
United Kingdom
$60.8M 2,659,182 -168,911 -6%
Deutsche Bank
5
Deutsche Bank
Germany
$48.2M 2,106,437 +617,512 +41%
Renaissance Technologies
6
Renaissance Technologies
New York
$36.1M 1,576,775 +402,475 +34%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$24.8M 1,081,700 -445,905 -29%
PGH
8
Partners Group Holding
Switzerland
$22.9M 1,000,071 +433,947 +77%
Wells Fargo
9
Wells Fargo
California
$20.5M 896,263 +22,851 +3%
AFG
10
American Financial Group
Ohio
$19.9M 869,150
UBS Group
11
UBS Group
Switzerland
$18.3M 800,974 -239,877 -23%
MG
12
Markel Group
Virginia
$18.3M 797,000
CFM
13
Coronation Fund Managers
South Africa
$17.9M 782,257 -130,906 -14%
Alkeon Capital Management
14
Alkeon Capital Management
New York
$17.3M 756,228 +756,228 New
PFMOSF
15
Philadelphia Financial Management of San Francisco
California
$16.6M 725,986 +134,721 +23%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$16.5M 721,697 -11,454 -2%
AU
17
Algebris (UK)
United Kingdom
$15.5M 679,000 +679,000 New
MWNA
18
Marshall Wace North America
New York
$15.2M 661,915 +661,915 New
Skandinaviska Enskilda Banken (SEB)
19
Skandinaviska Enskilda Banken (SEB)
Sweden
$12.8M 558,479 -243,881 -30%
HCS
20
Harvest Capital Strategies
California
$10.7M 465,200 +465,200 New
DG
21
Delek Group
Israel
$9.38M 410,000 +410,000 New
MGAM
22
McGowan Group Asset Management
Texas
$8.89M 388,157 +16,365 +4%
Citigroup
23
Citigroup
New York
$8.24M 359,634 +141,026 +65%
Robeco Institutional Asset Management
24
Robeco Institutional Asset Management
Netherlands
$8.02M 350,000 +70,000 +25%
MVP
25
Miller Value Partners
Florida
$7.67M 335,000