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Carlyle Secured Lending
CGBD

Overview Fund Activity

46 hedge funds and large institutions have $184M invested in Carlyle Secured Lending in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
46
Holders Change
+15
Holders Change %
+48.39%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
17
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$27.3M
2
PP
2
PagnatoKarp Partners
Virginia
$11.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$12.9M
4
SB
4
Suntrust Banks
Georgia
$9.53M
5
CCP
5
Clough Capital Partners
Massachusetts
$5.02M

Top Sellers

1
CRC
1
Curi RMB Capital
Illinois
$0
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$7.68M
3
WFI
3
West Family Investments
California
$4.25M
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
BSG
5
Black Swift Group
Colorado
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$492K 24,530 +24,530 New
Bank of America
27
Bank of America
North Carolina
$477K 23,821 +3,800 +19%
KACA
28
Kayne Anderson Capital Advisors
California
$462K 23,100 +11,100 +93%
Goldman Sachs
29
Goldman Sachs
New York
$405K 20,212 +7,922 +64%
BP
30
Ballentine Partners
Massachusetts
$320K 15,971 +15,971 New
TG
31
TCW Group
California
$311K 15,500 – –
RJA
32
Raymond James & Associates
Florida
$292K 14,560 +14,560 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$286K 14,293 +13,569 +1,874%
OAM
34
Oxford Asset Management
United Kingdom
$253K 12,762 +12,762 New
Two Sigma Advisers
35
Two Sigma Advisers
New York
$251K 12,500 +12,500 New
YWP
36
YorkBridge Wealth Partners
New York
$247K 14,215 +14,215 New
TSS
37
Two Sigma Securities
New York
$246K 12,275 +12,275 New
Stifel Financial
38
Stifel Financial
Missouri
$200K 10,000 +10,000 New
Deutsche Bank
39
Deutsche Bank
Germany
$192K 9,600 – –
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32K 1,609 +1,609 New
Barclays
41
Barclays
United Kingdom
$14K 700 +700 New
Legal & General Group
42
Legal & General Group
United Kingdom
$9K 449 +8 +2%
DCM
43
Delpha Capital Management
New York
$9K 435 +435 New
SIS
44
Sound Income Strategies
Florida
$9K 498 +498 New
TRCT
45
Tower Research Capital (TRC)
New York
$2K 104 -96 -48%
FMP
46
Financial Management Professionals
Texas
$1K 87 – –
CRC
47
Curi RMB Capital
Illinois
– – -289,555 Closed
RCM
48
Rivernorth Capital Management
Florida
– – -75,196 Closed
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
– – -3,555 Closed
AG
50
Advisor Group
Arizona
– – -500 Closed
1
2
3