CCIF

Carlyle Credit Income Fund
CCIF

Overview Fund Activity

43 hedge funds and large institutions have $55.9M invested in Carlyle Credit Income Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
6
Increased
10
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$1.35M
2
SIA
2
Sit Investment Associates
Minnesota
$4.32M
3
TC
3
TownSquare Capital
Utah
$287K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$136K
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$4.01M

Top Sellers

1
MC
1
Matisse Capital
Oregon
$545K
2
ARC
2
Advisor Resource Council
Texas
$0
3
Truist Financial
3
Truist Financial
North Carolina
$0
4
TCWM
4
Total Clarity Wealth Management
Illinois
$0
5
Wells Fargo
5
Wells Fargo
California
$305K
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
26
WealthPlan Investment Management
Nebraska
$122K +$122K +13,398 New
CA
27
Cetera Advisors
Colorado
$115K – – –
DADC
28
D.A. Davidson & Co
Montana
$105K – – –
EE
29
EWG Elevate
California
$102K – – –
CF
30
Cantor Fitzgerald
New York
$100K +$100K +11,195 New
Osaic Holdings
31
Osaic Holdings
Arizona
$96K -$21.5K -2,410 -18%
LPL Financial
32
LPL Financial
California
$94K +$94K +10,519 New
WAM
33
Wolverine Asset Management
Illinois
$63K +$63K +7,140 New
UBS Group
34
UBS Group
Switzerland
$54K +$42.4K +4,752 +367%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$40K – – –
Bank of America
36
Bank of America
North Carolina
$13K – – –
GRP
37
Global Retirement Partners
California
$11K – – –
KTC
38
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$8K – – –
Morgan Stanley
40
Morgan Stanley
New York
$7K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$7K – – –
AW
42
Avion Wealth
Texas
$4K – – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
ARC
44
Advisor Resource Council
Texas
– -$101K -10,751 Closed
Truist Financial
45
Truist Financial
North Carolina
– -$94K -10,062 Closed
TCWM
46
Total Clarity Wealth Management
Illinois
– -$65K -7,000 Closed
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
– -$1K -183 Closed
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