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Carlyle Secured Lending
CGBD

Overview Fund Activity

98 hedge funds and large institutions have $291M invested in Carlyle Secured Lending in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 19 reducing their positions, and 16 closing their positions.

Holders
98
Holders Change
+8
Holders Change %
+8.89%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
44
Reduced
19
Closed
16
Calls
$323K
Puts
$629K
Net Calls
-$306K
Net Calls Change
+$412K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$41.1M
2
PP
2
PagnatoKarp Partners
Virginia
$24.2M
3
SB
3
Suntrust Banks
Georgia
$21.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$30.8M
5
ST
5
Sageworth Trust
Pennsylvania
$21.5M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
SMDAM
2
Sumitomo Mitsui DS Asset Management
Japan
$0
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$0
4
UBS Group
4
UBS Group
Switzerland
$11.1M
5
Aberdeen Group
5
Aberdeen Group
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
51
Sterling Capital Management
North Carolina
$376K 24,667 +12,532 +103%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$368K 24,141 -3,355 -12%
AC
53
Abbrea Capital
California
$348K 22,162 +5,604 +34%
WHG
54
Westwood Holdings Group
Texas
$348K 22,850 +21,150 +1,244%
EWM
55
Evercore Wealth Management
New York
$339K 22,267 +5,417 +32%
CSS
56
Cubist Systematic Strategies
Connecticut
$338K 22,171 -6,397 -22%
Mirae Asset Global Investments
57
Mirae Asset Global Investments
South Korea
$336K 22,055 +1,526 +7%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$328K 21,514 +5,439 +34%
SLG
59
Stanley-Laman Group
Pennsylvania
$308K 20,225 +5,057 +33%
Voloridge Investment Management
60
Voloridge Investment Management
Florida
$283K 18,559 +18,559 New
Canada Life
61
Canada Life
Manitoba, Canada
$279K 18,335 -88 -0.5%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$273K 17,950 +4,608 +35%
Stifel Financial
63
Stifel Financial
Missouri
$253K 16,600 -36,800 -69%
LP
64
LGL Partners
Pennsylvania
$248K 16,253 +16,253 New
TG
65
TCW Group
California
$236K 15,500 – –
ARTA
66
A.R.T. Advisors
New York
$227K 14,904 +14,904 New
P
67
&Partners
Tennessee
$226K 14,800 +3,500 +31%
TI
68
Trexquant Investment
Connecticut
$220K 14,464 -4,250 -23%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$220K 14,443 +14,443 New
BC
70
Barnett & Company
Tennessee
$197K 12,924 +3,800 +42%
JA
71
JOYN Advisors
Georgia
$193K 13,194 – –
PFO
72
Pathstone Family Office
New Jersey
$183K 12,031 +2,920 +32%
Wolverine Trading
73
Wolverine Trading
Illinois
$175K 11,509 +11,509 New
ECG
74
Edge Capital Group
Georgia
$172K 11,314 +11,314 New
CWS
75
Cypress Wealth Services
California
$170K 11,130 +11,130 New
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