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Carlyle Secured Lending
CGBD

Overview Fund Activity

123 hedge funds and large institutions have $210M invested in Carlyle Secured Lending in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
34
Reduced
37
Closed
13
Calls
$1.14M
Puts
$205K
Net Calls
+$932K
Net Calls Change
-$161K

Top Buyers

1
DA
1
Denali Advisors
California
$2.56M
2
HG
2
Herbst Group
Connecticut
$2.07M
3
Morgan Stanley
3
Morgan Stanley
New York
$36M
4
Bank of America
4
Bank of America
North Carolina
$19.5M
5
VanEck Associates
5
VanEck Associates
New York
$21.7M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$23.6M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$1.13M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$8.05M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.34M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RWA
51
Redhawk Wealth Advisors
Minnesota
$632K 37,264 +3,355 +10%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$627K 36,952 +5,462 +17%
TCM
53
Triumph Capital Management
Colorado
$626K 35,888 +8,256 +30%
AWA
54
Arkadios Wealth Advisors
Georgia
$613K 36,110 -155 -0.4%
GCM
55
Greenland Capital Management
New York
$594K 35,000 +35,000 New
GT
56
Glenmede Trust
Pennsylvania
$591K 34,829 -1,000 -3%
SC
57
Savant Capital
Illinois
$591K 34,798 +34,798 New
Franklin Resources
58
Franklin Resources
California
$585K 33,889 +33,889 New
KA
59
Kovack Advisors
Florida
$546K 32,181 -4,708 -13%
KWM
60
Keebeck Wealth Management
Illinois
$541K 31,000 – –
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$530K 31,260 -4,790 -13%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$527K 31,058 +1,490 +5%
ECM
63
ExodusPoint Capital Management
New York
$526K 30,991 -30,666 -50%
Stifel Financial
64
Stifel Financial
Missouri
$514K 30,274 +1,039 +4%
CG
65
Clarus Group
Texas
$500K 29,464 – –
VCA
66
Verdence Capital Advisors
Maryland
$495K 29,152 – –
YIH
67
Y-Intercept (HK)
Hong Kong
$492K 29,011 +29,011 New
Wells Fargo
68
Wells Fargo
California
$490K 28,885 -571 -2%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$403K 23,764 -12,487 -34%
GC
70
Grimes & Company
Massachusetts
$397K 23,414 +2,912 +14%
DM
71
Deerfield Management
New York
$390K 23,006 +23,006 New
Fisher Asset Management
72
Fisher Asset Management
Washington
$378K 22,261 +22,261 New
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$365K 21,500 -53,100 -71%
Northern Trust
74
Northern Trust
Illinois
$357K 21,039 +21,039 New
FA
75
Financial Alternatives
California
$339K 19,991 – –
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