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Carlyle Secured Lending
CGBD

Overview Fund Activity

91 hedge funds and large institutions have $140M invested in Carlyle Secured Lending in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
91
Holders Change
+14
Holders Change %
+18.18%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
23
Reduced
29
Closed
9
Calls
$477K
Puts
$13K
Net Calls
+$464K
Net Calls Change
-$279K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$2.28M
2
VanEck Associates
2
VanEck Associates
New York
$9.19M
3
Millennium Management
3
Millennium Management
New York
$809K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.74M
5
Morgan Stanley
5
Morgan Stanley
New York
$17M

Top Sellers

1
Invesco
1
Invesco
Georgia
$9.97M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$6.44M
3
RCM
3
Radcliffe Capital Management
Pennsylvania
$0
4
UBS Group
4
UBS Group
Switzerland
$624K
5
Stifel Financial
5
Stifel Financial
Missouri
$265K
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$301K 29,379 +29,379 New
VCA
52
Verdence Capital Advisors
Maryland
$278K 27,121 – –
Stifel Financial
53
Stifel Financial
Missouri
$265K 25,872 -62,853 -71%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$263K 25,725 +10,510 +69%
QC
55
Quadrature Capital
United Kingdom
$243K 23,698 +23,698 New
Canada Life
56
Canada Life
Manitoba, Canada
$232K 22,709 +1,230 +6%
AIM
57
Aigen Investment Management
New York
$227K 22,095 -167 -0.8%
RIG
58
Roosevelt Investment Group
New York
$223K 21,738 -214 -1%
SCA
59
Stillwater Capital Advisors
Pennsylvania
$215K 21,000 +21,000 New
TI
60
Trexquant Investment
Connecticut
$214K 20,842 +5,132 +33%
HF
61
HRT Financial
New York
$210K 20,494 +20,494 New
SLG
62
Stanley-Laman Group
Pennsylvania
$208K 20,225 +20,225 New
PP
63
Paloma Partners
Connecticut
$206K 20,078 +20,078 New
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$194K 18,907 – –
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$193K 18,847 +18,847 New
Jane Street
66
Jane Street
New York
$182K 17,722 +17,722 New
AAM
67
Advisors Asset Management
Colorado
$171K 16,703 +16,703 New
Acadian Asset Management
68
Acadian Asset Management
Massachusetts
$165K 16,088 -11,789 -42%
SWP
69
Stratos Wealth Partners
Ohio
$154K 15,000 – –
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$146K 14,264 +1,078 +8%
GCP
71
GSA Capital Partners
United Kingdom
$146K 14,226 +3,126 +28%
Comerica Bank
72
Comerica Bank
Texas
$128K 11,385 +11,385 New
JF
73
Jump Financial
Illinois
$125K 12,200 +12,200 New
IA
74
IFP Advisors
Florida
$124K 12,087 – –
ECG
75
Edge Capital Group
Georgia
$116K 11,314 – –
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