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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 %
CC
76
Centiva Capital
New York
$240K 14,767 +14,767 New
DTL
77
Dynamic Technology Lab
Singapore
$231K 14,195 +14,195 New
Lazard Asset Management
78
Lazard Asset Management
New York
$213K 13,113 +45 +0.3%
ECM
79
EMC Capital Management
Texas
$212K 13,021 +7,280 +127%
Jane Street
80
Jane Street
New York
$203K 12,443 -6,611 -35%
SPIA
81
Steward Partners Investment Advisory
New York
$201K 12,335 +3,486 +39%
Comerica Bank
82
Comerica Bank
Texas
$200K 12,294 -360 -3%
HWM
83
HB Wealth Management
Georgia
$192K 11,790 – –
BPA
84
Beacon Pointe Advisors
California
$190K 11,675 – –
GC
85
Grimes & Company
Massachusetts
$186K 11,452 +264 +2%
YIH
86
Y-Intercept (HK)
Hong Kong
$185K 11,340 +11,340 New
ECG
87
Edge Capital Group
Georgia
$184K 11,314 – –
MW
88
Marcum Wealth
Ohio
$184K 11,314 – –
GVAG
89
Great Valley Advisor Group
Delaware
$181K 11,100 – –
KWM
90
Kingsview Wealth Management
Oregon
$171K 10,527 +10,527 New
Connor, Clark & Lunn Investment Management (CC&L)
91
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$164K 10,102 +10,102 New
SS
92
Sunbelt Securities
Texas
$143K 8,797 – –
ACM
93
Aquatic Capital Management
Illinois
$78.1K 4,800 -21,200 -82%
HIA
94
Harbor Investment Advisory
Maryland
$68.5K 4,210 – –
TRCT
95
Tower Research Capital (TRC)
New York
$60.9K 3,743 +3,592 +2,379%
TAM
96
Tucker Asset Management
Colorado
$55.2K 3,390 -1,967 -37%
QL
97
Quarry LP
New York
$41.2K 2,529 +1,161 +85%
AF
98
Allworth Financial
California
$41.2K 2,528 – –
HWA
99
Heritage Wealth Advisors
Virginia
$29.3K 1,800 – –
AWM
100
AllSquare Wealth Management
New York
$27.7K 1,700 – –
2 3
4
5 6