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Carlyle Group
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Overview Fund Activity

175 hedge funds and large institutions have $1.44B invested in Carlyle Group in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
175
Holders Change
+27
Holders Change %
+18.24%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
35
Increased
60
Reduced
44
Closed
8
Calls
$21.6M
Puts
$8.92M
Net Calls
+$12.7M
Net Calls Change
-$5.41M

Top Buyers

1
Invesco
1
Invesco
Georgia
$78.5M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$41.8M
3
Jane Street
3
Jane Street
New York
$28.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$263M
5
CS
5
Credit Suisse
Switzerland
$17.8M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$1.75M
2
AU
2
Algebris (UK)
United Kingdom
$15.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.2M
4
AFG
4
American Financial Group
Ohio
$8.8M
5
Deutsche Bank
5
Deutsche Bank
Germany
$9.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$263M 10,298,682 +863,921 +9%
Alkeon Capital Management
2
Alkeon Capital Management
New York
$131M 5,139,025 – –
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92.2M 3,608,577 -681,631 -16%
Bank of America
4
Bank of America
North Carolina
$86.9M 3,399,811 -52,671 -2%
BAMCO Inc
5
BAMCO Inc
New York
$83M 3,246,981 – –
Invesco
6
Invesco
Georgia
$78.5M 3,073,110 +2,812,751 +1,080%
AIM
7
Artemis Investment Management
United Kingdom
$57.1M 2,247,512 +381,231 +20%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$55.5M 2,171,816 -116,310 -5%
UBS Group
9
UBS Group
Switzerland
$49.6M 1,938,578 +482,643 +33%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$41.8M 1,634,598 +1,634,598 New
MG
11
Markel Group
Virginia
$30.1M 1,177,000 – –
Jane Street
12
Jane Street
New York
$28.7M 1,121,358 +1,102,283 +5,779%
N
13
Natixis
France
$20.6M 806,600 – –
CS
14
Credit Suisse
Switzerland
$17.8M 695,947 +638,324 +1,108%
Legal & General Group
15
Legal & General Group
United Kingdom
$16.9M 662,122 +111,163 +20%
CFM
16
Coronation Fund Managers
South Africa
$16.8M 658,834 -48,682 -7%
SSA
17
Schonfeld Strategic Advisors
New York
$16.2M 633,703 +449,525 +244%
AU
18
Algebris (UK)
United Kingdom
$15.7M 612,317 -768,851 -56%
LP
19
LMR Partners
United Kingdom
$15.3M 600,000 +600,000 New
MVP
20
Miller Value Partners
Florida
$14.9M 583,800 – –
AAMU
21
Amundi Asset Management US
Massachusetts
$14.8M 578,561 +235,648 +69%
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$13.3M 520,000 +80,000 +18%
LCP
23
LGT Capital Partners
Switzerland
$13M 510,000 +85,000 +20%
RJA
24
Raymond James & Associates
Florida
$12.4M 484,697 +98,506 +26%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$11.1M 432,970 +110,924 +34%
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