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Carlyle Secured Lending
CGBD

Overview Fund Activity

88 hedge funds and large institutions have $86.8M invested in Carlyle Secured Lending in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 16 closing their positions.

Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
24
Reduced
28
Closed
16
Calls
$17K
Puts
$84K
Net Calls
-$67K
Net Calls Change
+$87K

Top Buyers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$1.89M
2
ST
2
Sageworth Trust
Pennsylvania
$4.8M
3
GI
3
Glovista Investments
New Jersey
$868K
4
RCM
4
Radcliffe Capital Management
Pennsylvania
$572K
5
WAM
5
Wolverine Asset Management
Illinois
$889K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.17M
2
UBS Group
2
UBS Group
Switzerland
$10K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$1.67M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$6.85M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$111K 21,311 -3,985 -16%
SLG
52
Stanley-Laman Group
Pennsylvania
$106K 20,225 – –
PP
53
Paloma Partners
Connecticut
$103K 19,756 +5,099 +35%
First Trust Advisors
54
First Trust Advisors
Illinois
$100K 19,150 -50,576 -73%
Victory Capital Management
55
Victory Capital Management
Texas
$98K 18,622 +5,844 +46%
Canada Life
56
Canada Life
Manitoba, Canada
$94K 17,941 -571 -3%
TRCT
57
Tower Research Capital (TRC)
New York
$93K 17,742 +14,586 +462%
P
58
&Partners
Tennessee
$88K 16,800 +2,000 +14%
Jane Street
59
Jane Street
New York
$76K 14,641 +14,641 New
IA
60
IFP Advisors
Florida
$75K 12,087 – –
KeyBank National Association
61
KeyBank National Association
Ohio
$74K 14,138 – –
PAMG
62
Patton Albertson Miller Group
Tennessee
$72K 13,750 +13,750 New
MGIA
63
Moneta Group Investment Advisors
Missouri
$69K 13,218 +13,218 New
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$68K 12,957 +12,957 New
BC
65
Barnett & Company
Tennessee
$65K 12,424 – –
LC
66
Lindbrook Capital
California
$60K 11,133 – –
ECG
67
Edge Capital Group
Georgia
$59K 11,314 – –
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$58K 11,202 -7,150 -39%
AIP
69
Almanack Investment Partners
Pennsylvania
$58K 10,369 +10,369 New
DTL
70
Dynamic Technology Lab
Singapore
$56K 10,790 +10,790 New
Goldman Sachs
71
Goldman Sachs
New York
$54K 10,364 -12,109 -54%
CBA
72
Coastal Bridge Advisors
Connecticut
$53K 10,210 +10,210 New
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$45K 8,596 +7,703 +863%
Wells Fargo
74
Wells Fargo
California
$38K 7,301 -3,999 -35%
SF
75
Synovus Financial
Georgia
$35K 6,789 – –
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