CGBD icon

Carlyle Secured Lending

89 hedge funds and large institutions have $181M invested in Carlyle Secured Lending in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 15 closing their positions.

Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
24
Reduced
35
Closed
15
Calls
$1.51M
Puts
Net Calls
+$1.51M
Net Calls Change
+$1.05M
Name Market Value Shares Shares
Change
Shares
Change %
PFO
51
Pathstone Family Office
New Jersey
$453K 34,297 -43,313 -56%
Osaic Holdings
52
Osaic Holdings
Arizona
$439K 33,303 -184 -0.5%
SGI
53
Summit Global Investments
Utah
$411K 31,100 +31,100 New
MW
54
Marcum Wealth
Ohio
$369K 27,958 +27,958 New
Stifel Financial
55
Stifel Financial
Missouri
$359K 27,222 +1,350 +5%
VCA
56
Verdence Capital Advisors
Maryland
$358K 27,121
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$345K 26,137 +7,290 +39%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$341K 25,904 +179 +0.7%
William Blair & Company
59
William Blair & Company
Illinois
$330K 25,000 -15,000 -38%
EGA
60
Eagle Global Advisors
Texas
$294K 22,280 +22,280 New
RIG
61
Roosevelt Investment Group
New York
$278K 21,071 -667 -3%
SCA
62
Stillwater Capital Advisors
Pennsylvania
$277K 21,000
QC
63
Quadrature Capital
United Kingdom
$273K 20,683 -3,015 -13%
AIM
64
Aigen Investment Management
New York
$266K 20,169 -1,926 -9%
AllianceBernstein
65
AllianceBernstein
Tennessee
$264K 19,991 -9,388 -32%
Canada Life
66
Canada Life
Manitoba, Canada
$220K 16,755 -5,954 -26%
Acadian Asset Management
67
Acadian Asset Management
Massachusetts
$212K 16,088
PP
68
PDT Partners
New York
$205K 15,535 +15,535 New
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$196K 14,893 +629 +4%
Creative Planning
70
Creative Planning
Kansas
$166K 12,560 +12,560 New
SWP
71
Stratos Wealth Partners
Ohio
$160K 12,100 -2,900 -19%
Comerica Bank
72
Comerica Bank
Texas
$156K 11,385
ECG
73
Edge Capital Group
Georgia
$149K 11,314
LC
74
Lindbrook Capital
California
$147K 11,133
BRWA
75
B. Riley Wealth Advisors
Florida
$140K 11,182 +11,182 New