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Carlyle Secured Lending
CGBD

Overview Fund Activity

114 hedge funds and large institutions have $238M invested in Carlyle Secured Lending in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 24 closing their positions.

Holders
114
Holders Change
-9
Holders Change %
-7.32%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
40
Reduced
30
Closed
24
Calls
$1.15M
Puts
$252K
Net Calls
+$895K
Net Calls Change
-$37K

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.8M
2
UBS Group
2
UBS Group
Switzerland
$6.87M
3
HIMS
3
Hager Investment Management Services
New Hampshire
$4.09M
4
Raymond James Financial
4
Raymond James Financial
Florida
$3.22M
5
Morgan Stanley
5
Morgan Stanley
New York
$40.8M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$328K
2
LSV Asset Management
2
LSV Asset Management
Illinois
$22.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.35M 75,065 +1,373 +2%
Pathstone Holdings
27
Pathstone Holdings
New Jersey
$1.31M 73,100 +1,291 +2%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.3M 72,713 -2,224 -3%
PCC
29
Park Circle Company
Maryland
$1.28M 71,225 – –
TI
30
Trexquant Investment
Connecticut
$1.25M 69,850 +14,120 +25%
Truist Financial
31
Truist Financial
North Carolina
$1.16M 64,959 – –
Macquarie Group
32
Macquarie Group
Australia
$1.16M 64,600 – –
BFWM
33
Bright Futures Wealth Management
New York
$1.12M 61,308 -758 -1%
LPL Financial
34
LPL Financial
California
$1.11M 61,909 -616 -1%
BCM
35
BluePointe Capital Management
California
$1.08M 58,664 +391 +0.7%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$924K 51,513 +8 +0%
GRP
37
Global Retirement Partners
California
$898K 50,093 +1,679 +3%
US Bancorp
38
US Bancorp
Minnesota
$897K 50,000 – –
GA
39
GFS Advisors
Texas
$891K 49,700 +49,700 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$860K 47,988 +16,930 +55%
VEA
41
Virtus ETF Advisers
New York
$856K 47,761 +8,828 +23%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$813K 45,352 -3,240 -7%
NFC
43
Northeast Financial Consultants
Connecticut
$767K 42,770 – –
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$762K 42,490 -2,353 -5%
FNBT
45
FineMark National Bank & Trust
Florida
$746K 41,624 – –
Stifel Financial
46
Stifel Financial
Missouri
$733K 40,909 +10,635 +35%
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$717K 39,976 +39,976 New
TCM
48
Triumph Capital Management
Colorado
$710K 39,593 +3,705 +10%
RWA
49
Redhawk Wealth Advisors
Minnesota
$706K 39,403 +2,139 +6%
Canada Life
50
Canada Life
Manitoba, Canada
$668K 37,269 -2,340 -6%
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