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Carlyle Secured Lending
CGBD

Overview Fund Activity

110 hedge funds and large institutions have $204M invested in Carlyle Secured Lending in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 28 reducing their positions, and 17 closing their positions.

Holders
110
Holders Change
-8
Holders Change %
-6.78%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
44
Reduced
28
Closed
17
Calls
$2.3M
Puts
$1.53M
Net Calls
+$770K
Net Calls Change
-$2.01M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$15.7M
2
VanEck Associates
2
VanEck Associates
New York
$16.3M
3
BFWM
3
Bright Futures Wealth Management
New York
$973K
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$4.4M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$1.33M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.6M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$1.62M
3
Millennium Management
3
Millennium Management
New York
$5.07M
4
Truist Financial
4
Truist Financial
North Carolina
$1.06M
5
Citadel Advisors
5
Citadel Advisors
Florida
$533K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$622K 38,196 +10,850 +40%
KA
52
Kovack Advisors
Florida
$609K 37,411 -484 -1%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$595K 36,552 +1,481 +4%
AWA
54
Arkadios Wealth Advisors
Georgia
$588K 36,110 – –
GT
55
Glenmede Trust
Pennsylvania
$583K 35,829 – –
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$563K 34,600 -6,774 -16%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$552K 33,890 +13,712 +68%
ECM
58
ExodusPoint Capital Management
New York
$537K 32,980 -21,594 -40%
Citadel Advisors
59
Citadel Advisors
Florida
$533K 32,758 -58,969 -64%
KWM
60
Keebeck Wealth Management
Illinois
$520K 31,000 -100 -0.3%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$491K 30,172 +20,067 +199%
CG
62
Clarus Group
Texas
$480K 29,464 – –
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$474K 29,113 +2,096 +8%
VCA
64
Verdence Capital Advisors
Maryland
$452K 27,752 – –
JF
65
Jump Financial
Illinois
$443K 27,208 +2,425 +10%
Stifel Financial
66
Stifel Financial
Missouri
$427K 26,199 -6,000 -19%
Wells Fargo
67
Wells Fargo
California
$421K 25,852 +8,430 +48%
CA
68
Cetera Advisors
Colorado
$379K 23,294 +23,294 New
TC
69
Truvestments Capital
Florida
$340K 20,907 +377 +2%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$336K 20,638 +670 +3%
FA
71
Financial Alternatives
California
$325K 19,991 -970 -5%
IAIM
72
International Assets Investment Management
Florida
$292K 18,125 – –
AWM
73
Axxcess Wealth Management
California
$286K 17,573 – –
CIM
74
Cambria Investment Management
California
$262K 16,121 +16,121 New
CSS
75
Cubist Systematic Strategies
Connecticut
$255K 15,666 -6,619 -30%
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