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CCIF

Carlyle Credit Income Fund

34 hedge funds and large institutions have $56.8M invested in Carlyle Credit Income Fund in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $56.4M → $56.8M (+$364K)

0.4% less ownership

Funds ownership: 56.17%55.77% (-0.4%)

11% less funds holding

Funds holding: 3834 (-4)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
1
Increased
7
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1
Relative Value Partners Group
$17.6M +$2.15M +220,371 +14%
SCM
2
Saba Capital Management
New York
$6.94M +$1.01M +103,764 +17%
BI
3
Bulldog Investors
New Jersey
$6.34M -$13K -1,335 -0.2%
AC
4
Almitas Capital
California
$5.95M +$3.77M +385,222 +180%
CAN
5
Cetera Advisor Networks
California
$3.71M -$515K -52,665 -12%
MC
6
Matisse Capital
Oregon
$3.49M -$2.82M -288,700 -45%
BFM
7
Boothbay Fund Management
New York
$3.31M
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$2.65M +$299K +30,615 +13%
NWS
9
Newport Wealth Strategies
California
$1.57M -$58.4K -5,978 -4%
HighTower Advisors
10
HighTower Advisors
Illinois
$845K -$142K -14,515 -15%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$765K -$73.3K -7,499 -9%
SIA
12
Sit Investment Associates
Minnesota
$620K
RIA
13
Realta Investment Advisors
Delaware
$372K -$3.47M -355,289 -90%
LPL Financial
14
LPL Financial
California
$364K -$56.3K -5,763 -14%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$352K +$181K +18,561 +110%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$331K +$220K +22,490 +208%
CF
17
Centaurus Financial
California
$316K -$6.5K -665 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$240K -$90K -9,210 -28%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$167K +$10 +1 +0%
WP
20
WealthPLAN Partners
Nebraska
$166K
CA
21
Cetera Advisors
Colorado
$151K -$52.2K -5,342 -26%
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$138K -$29.7K -3,036 -18%
CRWM
23
Castle Rock Wealth Management
California
$130K -$16K -1,639 -11%
CCP
24
Cardan Capital Partners
Colorado
$127K -$70.9K -7,258 -36%
EE
25
EWG Elevate
California
$114K -$23.7K -2,420 -17%

CCIF Hedge Fund Activity: Q3 2020 in Review

34 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Carlyle Credit Income Fund (CCIF) for Q3 2020, worth a combined $56.8M — up 0.64% from $56.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CCIF and 1 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 7 added.

The largest buyer was Almitas Capital, adding an estimated $3.77M. The largest seller was Realta Investment Advisors, cutting an estimated $3.47M.

  • 34 institutional investors held Carlyle Credit Income Fund (CCIF) as of Q3 2020, down from 38 in Q2 2020.
  • Funds reported $56.8M of Carlyle Credit Income Fund stock for Q3 2020, up 0.64% quarter-over-quarter.
  • 1 fund opened new Carlyle Credit Income Fund positions in Q3 2020 and 5 closed out, a net change of -4 holders.
  • The largest Carlyle Credit Income Fund buyer in Q3 2020 was Almitas Capital, an estimated $3.77M added.
  • The largest Carlyle Credit Income Fund seller in Q3 2020 was Realta Investment Advisors, an estimated $3.47M sold.

Based on aggregated 13F filings for Q3 2020.