Carlyle Group LP (NASDAQ:CG)

33.45
Data as of Apr 17
 +0.46 / +1.39%
Today’s Change
23.85
Today|||52-Week Range
39.38
-6.09%
Year-to-Date
Institutional investors hold a majority ownership of CG through the 51.60% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Investment Managers industry. Last, during the quarter ended December 2013, these large investors purchased a net $3.3 million shares.
Mutual fund holders28.83%
Other institutional22.77%
Individual stakeholders1.38%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2014JUPITER ASSET MANAGEMENT LTD.  Bought 176.7 Thousand shares of Carlyle Group LP
3/31/2014CREATIVE PLANNING, INC.  Bought 8.9 Thousand shares of Carlyle Group LP
2/28/2014FOLIOMETRIX LLC  Bought 7.5 Thousand shares of Carlyle Group LP

Top 10 Owners of Carlyle Group LP

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BAMCO, Inc.7.75%4,825,115169,554,541+16,116+0.34%
Fidelity Management & Research Co...6.55%4,081,247143,415,020+582,700+16.66%
Putnam Investment Management LLC4.88%3,041,372106,873,812+2,206,701+264.38%
TimesSquare Capital Management LL...3.52%2,195,00077,132,300-188,400-7.90%
Hawkins Capital LP3.05%1,896,99466,660,36900.00%
Red Rocks Capital LLC2.42%1,506,36852,933,772-61,632-3.93%
Robeco Institutional Asset Manage...2.05%1,274,09744,771,769-53,661-4.04%
Lansdowne Partners Ltd.1.94%1,205,05942,345,773+195,800+19.40%
Findlay Park Partners LLP1.85%1,150,00040,411,000+250,000+27.78%
Credit Suisse Securities (USA) LL...1.55%962,12533,809,073+420,999+77.80%

Top 10 Mutual Funds Holding Carlyle Group LP

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Baron Growth Fund3.38%2,102,19073,870,957+28,318+1.37%
Baron Partners Fund2.25%1,403,14449,306,480+178,416+14.57%
JNL/Red Rocks Listed Private Equi...1.67%1,042,50036,633,450-67,492-6.08%
Fidelity Value Fund1.37%854,64030,032,050+133,652+18.54%
Putnam Fund for Growth & Income1.23%767,80026,980,492+417,369+119.10%
Fidelity Equity Dividend Income F...1.21%751,20026,397,16800.00%
Robeco NV1.06%659,12423,161,61700.00%
Putnam Voyager Fund1.04%645,20022,672,328+431,586+202.04%
ALPS/Red Rocks Listed Private Equ...0.81%507,05017,817,737+22,682+4.68%
Fidelity OTC Portfolio0.80%499,80017,562,97200.00%

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