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Carlyle Secured Lending
CGBD

Overview Fund Activity

61 hedge funds and large institutions have $214M invested in Carlyle Secured Lending in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
+11
Holders Change %
+22%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
25
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$26.7M
2
PP
2
PagnatoKarp Partners
Virginia
$18.7M
3
SB
3
Suntrust Banks
Georgia
$17M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.7M
5
ST
5
Sageworth Trust
Pennsylvania
$7.1M

Top Sellers

1
MC
1
Muzinich & Co
New York
$15.1M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$2.28M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$1.42M
4
GT
4
Glenmede Trust
Pennsylvania
$5.44M
5
BlackRock
5
BlackRock
New York
$5.07M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$1.1M 64,666 +7,791 +14%
Millennium Management
27
Millennium Management
New York
$959K 56,352 +56,352 New
RJA
28
Raymond James & Associates
Florida
$924K 54,261 +40,494 +294%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$873K 51,311 +51,311 New
Wells Fargo
30
Wells Fargo
California
$803K 47,179 -43,353 -48%
WAM
31
Wolverine Asset Management
Illinois
$630K 37,040 +37,040 New
KACA
32
Kayne Anderson Capital Advisors
California
$529K 31,100 – –
YWP
33
YorkBridge Wealth Partners
New York
$508K 29,835 +14,220 +91%
DIM
34
DC Investments Management
Virginia
$502K 29,472 +29,472 New
Two Sigma Investments
35
Two Sigma Investments
New York
$494K 29,046 +29,046 New
MWNA
36
Marshall Wace North America
New York
$490K 28,809 -3,558 -11%
Stifel Financial
37
Stifel Financial
Missouri
$410K 24,111 +12,845 +114%
Cerity Partners
38
Cerity Partners
New York
$383K 22,482 +22,482 New
BSG
39
Black Swift Group
Colorado
$357K 21,000 -400 -2%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$296K 17,400 +17,400 New
Canada Life
41
Canada Life
Manitoba, Canada
$290K 17,056 +551 +3%
Bank of America
42
Bank of America
North Carolina
$285K 16,757 +11,202 +202%
TG
43
TCW Group
California
$264K 15,500 – –
ECM
44
Element Capital Management
New York
$256K 15,058 -14,394 -49%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$256K 15,041 +3,048 +25%
EGA
46
Eagle Global Advisors
Texas
$254K 14,950 +1,840 +14%
GXMC
47
Global X Management Company
New York
$253K 14,871 +778 +6%
JA
48
JOYN Advisors
Georgia
$225K 13,194 +13,194 New
SCM
49
Sterling Capital Management
North Carolina
$207K 12,135 +12,135 New
Citadel Advisors
50
Citadel Advisors
Florida
$197K 11,584 +11,584 New
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