CCIF

Carlyle Credit Income Fund
CCIF

Overview Fund Activity

22 hedge funds and large institutions have $13.5M invested in Carlyle Credit Income Fund in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
22
Holders Change
-3
Holders Change %
-12%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
5
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.32M
2
Morgan Stanley
2
Morgan Stanley
New York
$882K
3
SOA
3
Sea Otter Advisors
Florida
$199K
4
CF
4
Centaurus Financial
California
$181K
5
SAG
5
SageView Advisory Group
California
$95.9K

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$2.97M
2
RVPG
2
Relative Value Partners Group
$1.12M
3
AC
3
Almitas Capital
California
$281K
4
BI
4
Bulldog Investors
New Jersey
$1.28M
5
CL
5
CSS LLC
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$2.97M -$3.25M -409,279 -52%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.98M -$56.4K -7,092 -3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.32M +$916K +115,194 +228%
BI
4
Bulldog Investors
New Jersey
$1.28M -$527K -66,344 -29%
RVPG
5
Relative Value Partners Group
$1.12M -$2.61M -327,745 -70%
Morgan Stanley
6
Morgan Stanley
New York
$882K +$840K +105,671 +2,020%
CAN
7
Cetera Advisor Networks
California
$829K -$120K -15,138 -13%
RP
8
Riverbridge Partners
Minnesota
$561K +$4.99K +628 +0.9%
AFS
9
Access Financial Services
Minnesota
$553K – – –
AC
10
Almitas Capital
California
$281K -$564K -71,006 -67%
TC
11
TownSquare Capital
Utah
$253K -$4.73K -595 -2%
FNWA
12
Financial Network Wealth Advisors
Utah
$252K +$252K +31,757 New
Osaic Holdings
13
Osaic Holdings
Arizona
$249K +$88.5K +11,136 +55%
SOA
14
Sea Otter Advisors
Florida
$199K +$199K +25,000 New
CF
15
Centaurus Financial
California
$181K +$181K +22,709 New
MWM
16
Melfa Wealth Management
Massachusetts
$180K +$3.16K +397 +2%
HighTower Advisors
17
HighTower Advisors
Illinois
$142K – – –
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$131K -$101K -12,657 -44%
SAG
19
SageView Advisory Group
California
$95.9K +$95.9K +12,262 New
DADC
20
D.A. Davidson & Co
Montana
$79.7K – – –
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$6.84K – – –
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Wells Fargo
23
Wells Fargo
California
$4 -$6 -1 Closed
CL
24
CSS LLC
Illinois
– -$291K -35,616 Closed
Creative Planning
25
Creative Planning
Kansas
– -$8.18K -1,000 Closed
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