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CCIF

Carlyle Credit Income Fund

40 hedge funds and large institutions have $54.2M invested in Carlyle Credit Income Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

5% more funds holding

Funds holding: 3840 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

0.78% less ownership

Funds ownership: 50.55%49.77% (-0.78%)

4% less capital invested

Capital invested by funds: $56.7M → $54.2M (-$2.47M)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
13
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1
Relative Value Partners Group
$19.1M -$22.7K -2,130 -0.1%
SCM
2
Saba Capital Management
New York
$8.15M +$475K +44,647 +6%
BI
3
Bulldog Investors
New Jersey
$6.62M +$101K +9,450 +2%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$3.3M +$100K +9,414 +3%
SIA
5
Sit Investment Associates
Minnesota
$2.42M +$1.63M +152,861 +196%
MC
6
Matisse Capital
Oregon
$2.19M -$1.72M -161,485 -44%
CAN
7
Cetera Advisor Networks
California
$1.88M -$843K -79,202 -31%
BFM
8
Boothbay Fund Management
New York
$1.76M -$1.39M -130,106 -44%
IA
9
Icon Advisers
Colorado
$1.45M +$257K +24,162 +21%
NWS
10
Newport Wealth Strategies
California
$1.03M -$140K -13,187 -12%
Koshinski Asset Management
11
Koshinski Asset Management
Illinois
$830K +$137K +12,851 +19%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$764K +$55.5K +5,208 +8%
AFS
13
Access Financial Services
Minnesota
$733K +$51.9K +4,874 +8%
HighTower Advisors
14
HighTower Advisors
Illinois
$525K +$43.7K +4,107 +9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$505K -$12.8K -1,199 -2%
Wells Fargo
16
Wells Fargo
California
$464K -$330 -31 -0.1%
PHS
17
Pekin Hardy Strauss
Illinois
$412K +$418K +39,255 New
CF
18
Centaurus Financial
California
$306K
KAS
19
Kestra Advisory Services
Texas
$216K +$3.04K +286 +1%
WP
20
WealthPLAN Partners
Nebraska
$169K
Osaic Holdings
21
Osaic Holdings
Arizona
$166K +$60.7K +5,696 +56%
CA
22
Cetera Advisors
Colorado
$157K -$18.7K -1,758 -11%
Truist Financial
23
Truist Financial
North Carolina
$153K -$18.3K -1,719 -11%
EE
24
EWG Elevate
California
$120K
Bank of New York Mellon
25
Bank of New York Mellon
New York
$113K -$64.4K -6,047 -36%

CCIF Hedge Fund Activity: Q3 2021 in Review

40 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Carlyle Credit Income Fund (CCIF) for Q3 2021, worth a combined $54.2M — down 4.4% from $56.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CCIF positions and 2 closed out — a net gain of 3 holders — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.63M. The largest seller was Matisse Capital, cutting an estimated $1.72M.

  • 40 institutional investors held Carlyle Credit Income Fund (CCIF) as of Q3 2021, up from 38 in Q2 2021.
  • Funds reported $54.2M of Carlyle Credit Income Fund stock for Q3 2021, down 4.4% quarter-over-quarter.
  • 5 funds opened new Carlyle Credit Income Fund positions in Q3 2021 and 2 closed out, a net change of +3 holders.
  • The largest Carlyle Credit Income Fund buyer in Q3 2021 was Sit Investment Associates, an estimated $1.63M added.
  • The largest Carlyle Credit Income Fund seller in Q3 2021 was Matisse Capital, an estimated $1.72M sold.

Based on aggregated 13F filings for Q3 2021.