CG icon

Carlyle Group

156 hedge funds and large institutions have $761M invested in Carlyle Group in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 27 closing their positions.

Holders
156
Holders Change
-12
Holders Change %
-7.14%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
56
Reduced
56
Closed
27
Calls
$15.3M
Puts
$3.58M
Net Calls
+$11.7M
Net Calls Change
+$1.29M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$152M 9,623,500 +1,491,924 +18%
Alkeon Capital Management
2
Alkeon Capital Management
New York
$73.4M 4,660,116 +2,458,527 +112%
BAMCO Inc
3
BAMCO Inc
New York
$51.1M 3,246,881 -646 -0%
AIM
4
Artemis Investment Management
United Kingdom
$47.1M 2,988,559 -658,861 -18%
Bank of America
5
Bank of America
North Carolina
$47.1M 2,988,334 -321,006 -10%
N
6
Natixis
France
$44.6M 2,829,315 +2,558,815 +946%
Deutsche Bank
7
Deutsche Bank
Germany
$28.1M 1,782,711 -47,464 -3%
AU
8
Algebris (UK)
United Kingdom
$23.9M 1,515,280 +348,662 +30%
PGH
9
Partners Group Holding
Switzerland
$21.5M 1,365,703 +41,357 +3%
UBS Group
10
UBS Group
Switzerland
$20.8M 1,322,061 +364,801 +38%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$19M 1,207,100 +455,100 +61%
MG
12
Markel Group
Virginia
$17.2M 1,093,000 +3,000 +0.3%
AFG
13
American Financial Group
Ohio
$13.7M 869,150
HCS
14
Harvest Capital Strategies
California
$11.4M 725,000 +50,000 +7%
CFM
15
Coronation Fund Managers
South Africa
$11M 695,859 +167,422 +32%
PFMOSF
16
Philadelphia Financial Management of San Francisco
California
$10.5M 666,557 +88,620 +15%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$9.84M 624,800 -5,703 -0.9%
Robeco Institutional Asset Management
18
Robeco Institutional Asset Management
Netherlands
$9.45M 600,000 +150,000 +33%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$9.35M 593,628 -1,208,790 -67%
MVP
20
Miller Value Partners
Florida
$9.2M 583,800 +187,000 +47%
Skandinaviska Enskilda Banken (SEB)
21
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.77M 556,779 -263,300 -32%
Legal & General Group
22
Legal & General Group
United Kingdom
$7.71M 488,990 +89,844 +23%
RJA
23
Raymond James & Associates
Florida
$6.24M 396,138 +107,342 +37%
MGAM
24
McGowan Group Asset Management
Texas
$5.78M 367,033 -6,850 -2%
SIG
25
Sargent Investment Group
Maryland
$5.56M 352,712 +352,712 New