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CCIF

Carlyle Credit Income Fund
CCIF

24 hedge funds and large institutions have $220M invested in Carlyle Credit Income Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,087% more capital invested

Capital invested by funds: $10.1M → $220M (+$210M)

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

26% more funds holding

Funds holding: 19 → 24 (+5)

1.44% more ownership

Funds ownership: 9.15% → 10.59% (+1.4%)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
3
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ST
Sabal Trust
Florida
+$1.78M
2
NW
Naviter Wealth
Arkansas
+$247K
3
VEA
Virtus ETF Advisers
New York
+$215K
4
Jane Street
Jane Street
New York
+$198K
5
LPL Financial
LPL Financial
California
+$84.7K

Top Sellers

1
SA
SFI Advisors
New Jersey
-$638K
2
FNWA
Financial Network Wealth Advisors
Utah
-$219K
3
Morgan Stanley
Morgan Stanley
New York
-$121K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$45.7K
5
AFS
Access Financial Services
Minnesota
-$36.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$209M +$336 +41 +0.2%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.8M +$63.3K +7,721 +2%
Morgan Stanley
3
Morgan Stanley
New York
$1.94M -$121K -14,708 -6%
ST
4
Sabal Trust
Florida
$1.73M +$1.78M +217,347 New
VEA
5
Virtus ETF Advisers
New York
$995K +$215K +26,224 +26%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$750K -$45.7K -5,571 -6%
AFS
7
Access Financial Services
Minnesota
$396K -$36.2K -4,420 -8%
NW
8
Naviter Wealth
Arkansas
$239K +$247K +30,102 New
HighTower Advisors
9
HighTower Advisors
Illinois
$235K – – –
TC
10
TownSquare Capital
Utah
$212K – – –
Jane Street
11
Jane Street
New York
$192K +$198K +24,137 New
MWM
12
Melfa Wealth Management
Massachusetts
$180K – – –
Osaic Holdings
13
Osaic Holdings
Arizona
$135K -$6.56K -800 -4%
LPL Financial
14
LPL Financial
California
$82.1K +$84.7K +10,337 New
WCFA
15
Walkner Condon Financial Advisors
Wisconsin
$79.9K +$82.5K +10,068 New
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$24K – – –
RI
17
Ridgewood Investments
New Jersey
$18.3K – – –
CA
18
CoreCap Advisors
Michigan
$11.8K -$967 -118 -7%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$6.89K +$7.11K +868 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$6.83K – – –
NWMP
21
Noble Wealth Management PBC
Colorado
$3.97K +$4.1K +500 New
MWA
22
Medallion Wealth Advisors
Connecticut
$1.69K +$2.05K +250 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$1K -$410 -50 -22%
Wells Fargo
24
Wells Fargo
California
$11 -$24.6K -3,000 -100%
SA
25
SFI Advisors
New Jersey
– -$638K -77,496 Closed
1
2

CCIF Hedge Fund Activity: Q4 2024 in Review

24 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Carlyle Credit Income Fund (CCIF) for Q4 2024, worth a combined $220M — up 2,087% from $10.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CCIF positions and 3 closed out — a net gain of 5 holders — while 3 added to existing stakes and 7 trimmed.

The largest buyer was Sabal Trust, opening a new position worth an estimated $1.78M. The largest seller was SFI Advisors, exiting entirely with an estimated $638K sold.

  • 24 institutional investors held Carlyle Credit Income Fund (CCIF) as of Q4 2024, up from 19 in Q3 2024.
  • Funds reported $220M of Carlyle Credit Income Fund stock for Q4 2024, up 2,087% quarter-over-quarter.
  • 8 funds opened new Carlyle Credit Income Fund positions in Q4 2024 and 3 closed out, a net change of +5 holders.
  • The largest Carlyle Credit Income Fund buyer in Q4 2024 was Sabal Trust, an estimated $1.78M added.
  • The largest Carlyle Credit Income Fund seller in Q4 2024 was SFI Advisors, an estimated $638K sold.

Based on aggregated 13F filings for Q4 2024.