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Carlyle Secured Lending
CGBD

Overview Fund Activity

100 hedge funds and large institutions have $172M invested in Carlyle Secured Lending in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
100
Holders Change
+5
Holders Change %
+5.26%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
33
Reduced
31
Closed
10
Calls
$1.27M
Puts
$432K
Net Calls
+$838K
Net Calls Change
+$514K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$17.2M
2
HWM
2
HB Wealth Management
Georgia
$2.33M
3
Bank of America
3
Bank of America
North Carolina
$3.71M
4
UBS Group
4
UBS Group
Switzerland
$5.34M
5
Morgan Stanley
5
Morgan Stanley
New York
$18.6M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$1.56M
2
CCM
2
Callodine Capital Management
Massachusetts
$6.76M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$665K
4
CHAM
4
Clear Harbor Asset Management
Connecticut
$0
5
Invesco
5
Invesco
Georgia
$13.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
51
PDT Partners
New York
$497K 34,520 +4,413 +15%
YWP
52
YorkBridge Wealth Partners
New York
$481K 33,400 -1,500 -4%
CG
53
Clarus Group
Texas
$424K 29,464 -15,537 -35%
QC
54
Quadrature Capital
United Kingdom
$402K 27,923 -7,444 -21%
VCA
55
Verdence Capital Advisors
Maryland
$390K 27,121 – –
Stifel Financial
56
Stifel Financial
Missouri
$386K 26,815 +6,752 +34%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$381K 26,541 +166 +0.6%
BCM
58
Bridgeway Capital Management
Texas
$360K 25,000 -25,000 -50%
SF
59
Synovus Financial
Georgia
$360K 25,000 +25,000 New
Wells Fargo
60
Wells Fargo
California
$352K 24,491 +16,901 +223%
EGA
61
Eagle Global Advisors
Texas
$345K 23,960 – –
JF
62
Jump Financial
Illinois
$329K 22,812 -10,088 -31%
EW
63
Evoke Wealth
California
$329K 22,267 +22,267 New
LPL Financial
64
LPL Financial
California
$316K 21,929 +2,993 +16%
Canada Life
65
Canada Life
Manitoba, Canada
$305K 19,936 +2,396 +14%
Cerity Partners
66
Cerity Partners
New York
$269K 18,680 +310 +2%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$267K 18,543 -204 -1%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$266K 18,517 +18,517 New
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$227K 15,826 +1,018 +7%
RCG
70
Regatta Capital Group
California
$225K 15,604 – –
TI
71
Trexquant Investment
Connecticut
$224K 15,555 -5,149 -25%
ECM
72
ExodusPoint Capital Management
New York
$210K 14,627 -1,447 -9%
RIG
73
Roosevelt Investment Group
New York
$194K 13,490 – –
AllianceBernstein
74
AllianceBernstein
Tennessee
$193K 13,425 +13,425 New
JPMPWA
75
J.P. Morgan Private Wealth Advisors
California
$189K 13,100 +2,000 +18%
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