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Carlyle Secured Lending
CGBD

Overview Fund Activity

114 hedge funds and large institutions have $238M invested in Carlyle Secured Lending in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 24 closing their positions.

Holders
114
Holders Change
-9
Holders Change %
-7.32%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
40
Reduced
30
Closed
24
Calls
$1.15M
Puts
$252K
Net Calls
+$895K
Net Calls Change
-$37K

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.8M
2
UBS Group
2
UBS Group
Switzerland
$6.87M
3
HIMS
3
Hager Investment Management Services
New Hampshire
$4.09M
4
Raymond James Financial
4
Raymond James Financial
Florida
$3.22M
5
Morgan Stanley
5
Morgan Stanley
New York
$40.8M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$328K
2
LSV Asset Management
2
LSV Asset Management
Illinois
$22.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
USCWA
51
U.S. Capital Wealth Advisors
Texas
$649K 36,200 -10,531 -23%
GT
52
Glenmede Trust
Pennsylvania
$624K 34,829 – –
GCM
53
Greenland Capital Management
New York
$583K 32,500 -2,500 -7%
AWA
54
Arkadios Wealth Advisors
Georgia
$581K 32,410 -3,700 -10%
VCA
55
Verdence Capital Advisors
Maryland
$579K 32,302 +3,150 +11%
KWM
56
Keebeck Wealth Management
Illinois
$570K 31,000 – –
Wells Fargo
57
Wells Fargo
California
$570K 31,778 +2,893 +10%
AWM
58
Apollon Wealth Management
South Carolina
$545K 30,386 +10,538 +53%
GC
59
Grimes & Company
Massachusetts
$540K 30,104 +6,690 +29%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$531K 29,629 +8,129 +38%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$513K 28,612 -8,340 -23%
KA
62
Kovack Advisors
Florida
$446K 24,875 -7,306 -23%
UAG
63
United Advisor Group
Ohio
$429K 23,919 +8,814 +58%
Fisher Asset Management
64
Fisher Asset Management
Washington
$399K 22,261 – –
ACA
65
Aptus Capital Advisors
Alabama
$391K 21,291 +21,291 New
CG
66
Clarus Group
Texas
$382K 21,291 -8,173 -28%
CANY
67
Caxton Associates (New York)
New York
$362K 20,213 +20,213 New
FA
68
Financial Alternatives
California
$358K 19,991 – –
Northern Trust
69
Northern Trust
Illinois
$354K 19,718 -1,321 -6%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$339K 18,887 -12,373 -40%
RRA
71
Round Rock Advisors
Connecticut
$333K 18,570 +18,570 New
XT
72
XTX Topco
Cayman Islands
$332K 18,541 +18,541 New
IAIM
73
International Assets Investment Management
Florida
$328K 18,125 -289,456 -94%
SPIA
74
Steward Partners Investment Advisory
New York
$324K 18,064 +466 +3%
SC
75
Savant Capital
Illinois
$320K 17,860 -16,938 -49%
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