CG icon

Carlyle Group
CG

Overview Fund Activity

174 hedge funds and large institutions have $1.77B invested in Carlyle Group in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 49 increasing their positions, 53 reducing their positions, and 42 closing their positions.

Holders
174
Holders Change
-1
Holders Change %
-0.57%
% of All Funds
3.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
44
Increased
49
Reduced
53
Closed
42
Calls
$28.8M
Puts
$4.24M
Net Calls
+$24.5M
Net Calls Change
+$11.8M

Top Buyers

1
VVP
1
Vulcan Value Partners
Alabama
$71.1M
2
UBS Group
2
UBS Group
Switzerland
$87.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$29.9M
4
CS
4
Credit Suisse
Switzerland
$44.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$89.4M

Top Sellers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$119M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$88.8M
3
N
3
Natixis
France
$0
4
CFM
4
Coronation Fund Managers
South Africa
$2.52M
5
SSA
5
Schonfeld Strategic Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$314M 9,802,431 -496,251 -5%
Alkeon Capital Management
2
Alkeon Capital Management
New York
$119M 3,709,025 -1,430,000 -28%
Invesco
3
Invesco
Georgia
$117M 3,661,594 +588,484 +19%
Bank of America
4
Bank of America
North Carolina
$108M 3,369,017 -30,794 -0.9%
BAMCO Inc
5
BAMCO Inc
New York
$101M 3,138,631 -108,350 -3%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$89.4M 2,788,122 +616,306 +28%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$88.8M 2,767,642 -840,935 -23%
UBS Group
8
UBS Group
Switzerland
$87.3M 2,720,700 +782,122 +40%
AIM
9
Artemis Investment Management
United Kingdom
$75.6M 2,370,551 +123,039 +5%
VVP
10
Vulcan Value Partners
Alabama
$71.1M 2,216,343 +2,216,343 New
Neuberger Berman Group
11
Neuberger Berman Group
New York
$51.5M 1,605,111 -29,487 -2%
CS
12
Credit Suisse
Switzerland
$44.2M 1,377,854 +681,907 +98%
MG
13
Markel Group
Virginia
$38.8M 1,210,000 +33,000 +3%
Jane Street
14
Jane Street
New York
$36M 1,122,147 +789 +0.1%
Goldman Sachs
15
Goldman Sachs
New York
$29.9M 932,918 +775,861 +494%
Legal & General Group
16
Legal & General Group
United Kingdom
$26.6M 829,396 +167,274 +25%
HF
17
HRT Financial
New York
$25.9M 806,303 +564,234 +233%
MVP
18
Miller Value Partners
Florida
$18.5M 577,900 -5,900 -1%
LCP
19
LGT Capital Partners
Switzerland
$15.9M 495,000 -15,000 -3%
RJA
20
Raymond James & Associates
Florida
$15.5M 483,864 -833 -0.2%
SIG
21
Sargent Investment Group
Maryland
$15.1M 470,077 +62,150 +15%
Wells Fargo
22
Wells Fargo
California
$14.9M 465,728 +38,434 +9%
Skandinaviska Enskilda Banken (SEB)
23
Skandinaviska Enskilda Banken (SEB)
Sweden
$14.5M 452,479 +40,000 +10%
TEE
24
Tibra Equities Europe
United Kingdom
$13.4M 417,904 +193,185 +86%
PFMOSF
25
Philadelphia Financial Management of San Francisco
California
$12.3M 383,368 -56,017 -13%
1
2 3 4 5