CCIF

Carlyle Credit Income Fund
CCIF

Overview Fund Activity

44 hedge funds and large institutions have $57.4M invested in Carlyle Credit Income Fund in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
13
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2M
2
SIA
Sit Investment Associates
Minnesota
$5M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$4.45M
4
MC
Matisse Capital
Oregon
$810K
5
WP
Woodline Partners
California
$144K

Top Sellers

1
CA
Cetera Advisors
Colorado
$0
2
Wells Fargo
Wells Fargo
California
$187K
3
BI
Bulldog Investors
New Jersey
$5.23M
4
PHS
Pekin Hardy Strauss
Illinois
$418K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
$415K
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
26
WealthPlan Investment Management
Nebraska
$135K – – –
WP
27
WealthPLAN Partners
Nebraska
$135K +$135K +13,398 New
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$132K – – –
WS
29
Wedbush Securities
California
$123K +$435 +50 +0.4%
VCP
30
Verus Capital Partners
Arizona
$110K -$10K -1,148 -8%
DADC
31
D.A. Davidson & Co
Montana
$103K – – –
EE
32
EWG Elevate
California
$100K – – –
CF
33
Cantor Fitzgerald
New York
$98K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$94K +$131 +15 +0.1%
WAM
35
Wolverine Asset Management
Illinois
$70.5K +$8.34K +958 +13%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$35K -$4.38K -500 -11%
UBS Group
37
UBS Group
Switzerland
$24.7K -$27.9K -3,207 -53%
Morgan Stanley
38
Morgan Stanley
New York
$23.6K +$16.6K +1,909 +239%
GRP
39
Global Retirement Partners
California
$11.7K – – –
KTC
40
Kistler-Tiffany Companies
Pennsylvania
$8.71K – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$7.49K – – –
LIA
42
Luken Investment Analytics
Tennessee
$7.13K +$7.13K +819 New
AW
43
Avion Wealth
Texas
$4K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
CA
45
Cetera Advisors
Colorado
– -$115K -12,877 Closed
Bank of America
46
Bank of America
North Carolina
– -$13K -1,500 Closed
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
– -$7K -790 Closed
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