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CCIF

Carlyle Credit Income Fund

40 hedge funds and large institutions have $50.8M invested in Carlyle Credit Income Fund in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $41M → $50.8M (+$9.87M)

18% more funds holding

Funds holding: 3440 (+6)

10.13% more ownership

Funds ownership: 37.01%47.15% (+10%)

53% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 15

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
9
Increased
7
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
1
Cetera Advisor Networks
California
$6.93M -$483K -47,512 -7%
BI
2
Bulldog Investors
New Jersey
$6.73M +$51.8K +5,100 +0.8%
AC
3
Almitas Capital
California
$6.26M +$3.48M +341,985 +132%
RIA
4
Realta Investment Advisors
Delaware
$4.01M -$92.8K -9,132 -2%
RVPG
5
Relative Value Partners Group
$3.63M +$3.54M +348,786 New
BFM
6
Boothbay Fund Management
New York
$3.58M +$12.5K +1,230 +0.4%
MC
7
Matisse Capital
Oregon
$3.34M +$3.12M +306,973 +2,274%
NWS
8
Newport Wealth Strategies
California
$1.94M -$152K -14,935 -7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.79M -$1.08M -106,453 -38%
SIA
10
Sit Investment Associates
Minnesota
$1.75M
Invesco
11
Invesco
Georgia
$1.72M +$125K +12,255 +8%
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$1.43M +$1.4M +138,080 New
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$1.21M +$647K +63,704 +122%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.14M -$13K -1,284 -1%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$932K -$566K -55,739 -38%
SCM
16
Saba Capital Management
New York
$841K +$821K +80,752 New
MIG
17
Mariner Investment Group
New York
$699K +$683K +67,174 New
WAM
18
Wolverine Asset Management
Illinois
$681K -$239K -23,513 -26%
CF
19
Centaurus Financial
California
$397K -$4.52K -445 -1%
LPL Financial
20
LPL Financial
California
$360K -$175K -17,183 -33%
WP
21
WealthPLAN Partners
Nebraska
$292K -$6.71K -660 -2%
CA
22
Cetera Advisors
Colorado
$241K -$27.2K -2,674 -10%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$212K +$60.3K +5,935 +41%
CRWM
24
Castle Rock Wealth Management
California
$175K -$11.9K -1,172 -7%
EE
25
EWG Elevate
California
$145K +$141K +13,905 New

CCIF Hedge Fund Activity: Q4 2019 in Review

40 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Carlyle Credit Income Fund (CCIF) for Q4 2019, worth a combined $50.8M — up 24% from $41M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CCIF positions and 3 closed out — a net gain of 6 holders — while 7 added to existing stakes and 15 trimmed.

The largest buyer was Relative Value Partners Group, opening a new position worth an estimated $3.54M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.08M.

  • 40 institutional investors held Carlyle Credit Income Fund (CCIF) as of Q4 2019, up from 34 in Q3 2019.
  • Funds reported $50.8M of Carlyle Credit Income Fund stock for Q4 2019, up 24% quarter-over-quarter.
  • 9 funds opened new Carlyle Credit Income Fund positions in Q4 2019 and 3 closed out, a net change of +6 holders.
  • The largest Carlyle Credit Income Fund buyer in Q4 2019 was Relative Value Partners Group, an estimated $3.54M added.
  • The largest Carlyle Credit Income Fund seller in Q4 2019 was Cambridge Investment Research Advisors, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2019.