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Carlyle Secured Lending

118 hedge funds and large institutions have $218M invested in Carlyle Secured Lending in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
118
Holders Change
+15
Holders Change %
+14.56%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
45
Reduced
27
Closed
8
Calls
$4.07M
Puts
$1.29M
Net Calls
+$2.78M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.97M +$880K +58,841 +81%
GIM
27
Greenwich Investment Management
Connecticut
$1.69M -$59.8K -4,000 -3%
Tudor Investment Corp
28
Tudor Investment Corp
Connecticut
$1.59M +$548K +36,627 +53%
Citadel Advisors
29
Citadel Advisors
Florida
$1.37M +$1.21M +80,739 +735%
PCC
30
Park Circle Company
Maryland
$1.07M
Pathstone Holdings
31
Pathstone Holdings
New Jersey
$1.02M +$1.02M +67,965 New
Macquarie Group
32
Macquarie Group
Australia
$966K
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$956K
RJFSA
34
Raymond James Financial Services Advisors
Florida
$817K -$58.5K -3,909 -7%
ECM
35
ExodusPoint Capital Management
New York
$816K +$816K +54,574 New
Osaic Holdings
36
Osaic Holdings
Arizona
$784K -$87.2K -5,827 -10%
AA
37
ALPS Advisors
Colorado
$758K -$16.5K -1,100 -2%
LPL Financial
38
LPL Financial
California
$751K +$22.2K +1,485 +3%
US Bancorp
39
US Bancorp
Minnesota
$748K
BCM
40
BluePointe Capital Management
California
$729K +$729K +47,367 New
USCWA
41
U.S. Capital Wealth Advisors
Texas
$678K
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$661K +$36.6K +2,445 +6%
GRP
43
Global Retirement Partners
California
$656K +$656K +42,764 New
NFC
44
Northeast Financial Consultants
Connecticut
$640K
FNBT
45
FineMark National Bank & Trust
Florida
$623K +$18.6K +1,243 +3%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$619K +$297K +19,824 +92%
Canada Life
47
Canada Life
Manitoba, Canada
$610K -$56.5K -3,807 -8%
QC
48
Quadrature Capital
United Kingdom
$576K +$576K +38,506 New
KA
49
Kovack Advisors
Florida
$567K +$74.2K +4,957 +15%
AWA
50
Arkadios Wealth Advisors
Georgia
$540K