CGBD icon

Carlyle Secured Lending
CGBD

Overview Fund Activity

123 hedge funds and large institutions have $210M invested in Carlyle Secured Lending in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
34
Reduced
37
Closed
13
Calls
$1.14M
Puts
$205K
Net Calls
+$932K
Net Calls Change
-$161K

Top Buyers

1
DA
1
Denali Advisors
California
$2.56M
2
HG
2
Herbst Group
Connecticut
$2.07M
3
Morgan Stanley
3
Morgan Stanley
New York
$36M
4
Bank of America
4
Bank of America
North Carolina
$19.5M
5
VanEck Associates
5
VanEck Associates
New York
$21.7M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$23.6M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$1.13M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$8.05M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.34M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PCC
26
Park Circle Company
Maryland
$1.21M 71,225 – –
Neuberger Berman Group
27
Neuberger Berman Group
New York
$1.13M 66,423 -141,648 -68%
Truist Financial
28
Truist Financial
North Carolina
$1.1M 64,959 – –
Macquarie Group
29
Macquarie Group
Australia
$1.1M 64,600 – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$1.08M 63,888 – –
BFWM
31
Bright Futures Wealth Management
New York
$1.06M 62,066 +5,987 +11%
LPL Financial
32
LPL Financial
California
$1.06M 62,525 +9,189 +17%
Lazard Asset Management
33
Lazard Asset Management
New York
$1.05M 61,666 +24,440 +66%
BCM
34
BluePointe Capital Management
California
$1.02M 58,273 +2,691 +5%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$966K 56,942 -1,957 -3%
Millennium Management
36
Millennium Management
New York
$949K 55,936 +55,936 New
TI
37
Trexquant Investment
Connecticut
$946K 55,730 +15,852 +40%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$874K 51,505 +10,668 +26%
US Bancorp
39
US Bancorp
Minnesota
$849K 50,000 – –
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$825K 48,592 +11,597 +31%
GRP
41
Global Retirement Partners
California
$822K 48,414 -81 -0.2%
AA
42
ALPS Advisors
Colorado
$805K 47,410 -2,120 -4%
USCWA
43
U.S. Capital Wealth Advisors
Texas
$793K 46,731 – –
BAMF
44
BI Asset Management Fondsmaeglerselskab
Denmark
$773K 45,564 -13,472 -23%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$761K 44,843 +4,329 +11%
NFC
46
Northeast Financial Consultants
Connecticut
$726K 42,770 – –
Invesco
47
Invesco
Georgia
$723K 42,576 -59 -0.1%
FNBT
48
FineMark National Bank & Trust
Florida
$706K 41,624 – –
Canada Life
49
Canada Life
Manitoba, Canada
$673K 39,609 -7,885 -17%
VEA
50
Virtus ETF Advisers
New York
$661K 38,933 -3,962 -9%
1
2
3 4 5