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Carlyle Secured Lending

90 hedge funds and large institutions have $180M invested in Carlyle Secured Lending in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,820% more call options, than puts

Call options by funds: $592K | Put options by funds: $10K

0% more funds holding

Funds holding: 9090 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.02% less ownership

Funds ownership: 24.93%24.91% (-0.02%)

1% less capital invested

Capital invested by funds: $181M → $180M (-$1.18M)

21% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 34

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
90
Holders Change
Holders Change %
0%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
27
Reduced
34
Closed
9
Calls
$592K
Puts
$10K
Net Calls
+$582K
Net Calls Change
-$928K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$1.25M
RJA
27
Raymond James & Associates
Florida
$1.2M +$323K +23,773 +35%
LSV Asset Management
28
LSV Asset Management
Illinois
$1.06M
Goldman Sachs
29
Goldman Sachs
New York
$1.04M -$145K -10,682 -12%
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$1.03M +$571K +41,952 +116%
CAM
31
Cresset Asset Management
Illinois
$1.03M -$454K -33,359 -31%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.03M
Bessemer Group
33
Bessemer Group
New Jersey
$967K
JP Morgan Chase
34
JP Morgan Chase
New York
$961K +$204K +14,987 +26%
AAM
35
Advisors Asset Management
Colorado
$898K +$106K +7,767 +13%
GC
36
Guggenheim Capital
Illinois
$828K -$431K -31,700 -34%
VEA
37
Virtus ETF Advisers
New York
$802K +$124K +9,112 +18%
GT
38
Glenmede Trust
Pennsylvania
$795K
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$756K -$782K -57,470 -50%
IAIM
40
International Assets Investment Management
Florida
$748K -$770K -56,600 -50%
BCM
41
Bridgeway Capital Management
Texas
$661K
CG
42
Clarus Group
Texas
$605K
Citadel Advisors
43
Citadel Advisors
Florida
$601K -$342K -25,108 -36%
FNBT
44
FineMark National Bank & Trust
Florida
$533K
CA
45
Cornerstone Advisory
Maryland
$499K -$43.1K -3,171 -8%
Millennium Management
46
Millennium Management
New York
$491K +$25.9K +1,903 +5%
Osaic Holdings
47
Osaic Holdings
Arizona
$490K +$51K +3,751 +11%
YWP
48
YorkBridge Wealth Partners
New York
$461K -$277K -20,350 -37%
MSA
49
Marino Stram & Associates
Massachusetts
$461K +$475K +34,900 New
PFO
50
Pathstone Family Office
New Jersey
$459K +$5.82K +428 +1%