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CCIF

Carlyle Credit Income Fund

43 hedge funds and large institutions have $46.7M invested in Carlyle Credit Income Fund in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

8% more funds holding

Funds holding: 4043 (+3)

6.35% more ownership

Funds ownership: 47.15%53.49% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less capital invested

Capital invested by funds: $50.8M → $46.7M (-$4.17M)

50% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 14

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
13
Increased
7
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1
Relative Value Partners Group
$13.1M +$12.4M +1,210,792 +347%
BI
2
Bulldog Investors
New Jersey
$5.36M -$74.8K -7,300 -1%
MC
3
Matisse Capital
Oregon
$5.33M +$3.23M +315,027 +98%
CAN
4
Cetera Advisor Networks
California
$3.99M -$1.94M -189,118 -28%
RIA
5
Realta Investment Advisors
Delaware
$3.35M +$49.1K +4,793 +1%
BFM
6
Boothbay Fund Management
New York
$2.88M
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$2.81M +$2.25M +219,224 +189%
NWS
8
Newport Wealth Strategies
California
$1.64M -$72.1K -7,033 -4%
SCM
9
Saba Capital Management
New York
$1.26M +$713K +69,555 +86%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$1.01M -$179K -17,463 -13%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$863K -$704K -68,661 -40%
HighTower Advisors
12
HighTower Advisors
Illinois
$834K -$107K -10,455 -9%
SIA
13
Sit Investment Associates
Minnesota
$701K -$868K -84,737 -50%
Osaic Holdings
14
Osaic Holdings
Arizona
$653K +$798K +77,901 New
LPL Financial
15
LPL Financial
California
$379K +$109K +10,673 +31%
CF
16
Centaurus Financial
California
$272K -$58.1K -5,669 -15%
CCP
17
Cardan Capital Partners
Colorado
$247K +$302K +29,442 New
CA
18
Cetera Advisors
Colorado
$179K -$17.9K -1,745 -8%
WP
19
WealthPLAN Partners
Nebraska
$172K -$89.8K -8,762 -33%
Walleye Capital
20
Walleye Capital
New York
$162K +$199K +19,400 New
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$161K -$12.3K -1,203 -6%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$147K +$180K +17,557 New
Goldman Sachs
23
Goldman Sachs
New York
$145K +$177K +17,303 New
HF
24
HRT Financial
New York
$142K +$174K +17,000 New
CRWM
25
Castle Rock Wealth Management
California
$140K -$14.6K -1,425 -9%

CCIF Hedge Fund Activity: Q1 2020 in Review

43 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Carlyle Credit Income Fund (CCIF) for Q1 2020, worth a combined $46.7M — down 8.2% from $50.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CCIF positions and 8 closed out — a net gain of 5 holders — while 7 added to existing stakes and 14 trimmed.

The largest buyer was Relative Value Partners Group, adding an estimated $12.4M. The largest seller was Almitas Capital, exiting entirely with an estimated $6.26M sold.

  • 43 institutional investors held Carlyle Credit Income Fund (CCIF) as of Q1 2020, up from 40 in Q4 2019.
  • Funds reported $46.7M of Carlyle Credit Income Fund stock for Q1 2020, down 8.2% quarter-over-quarter.
  • 13 funds opened new Carlyle Credit Income Fund positions in Q1 2020 and 8 closed out, a net change of +5 holders.
  • The largest Carlyle Credit Income Fund buyer in Q1 2020 was Relative Value Partners Group, an estimated $12.4M added.
  • The largest Carlyle Credit Income Fund seller in Q1 2020 was Almitas Capital, an estimated $6.26M sold.

Based on aggregated 13F filings for Q1 2020.