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Carlyle Secured Lending
CGBD

Overview Fund Activity

116 hedge funds and large institutions have $227M invested in Carlyle Secured Lending in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
116
Holders Change
+6
Holders Change %
+5.45%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
44
Reduced
27
Closed
12
Calls
$1.71M
Puts
$617K
Net Calls
+$1.09M
Net Calls Change
+$323K

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$10.8M
2
VanEck Associates
2
VanEck Associates
New York
$20.9M
3
Bank of America
3
Bank of America
North Carolina
$18.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$6.96M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.32M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$398K
3
HighTower Advisors
3
HighTower Advisors
Illinois
$1.57M
4
UBS Group
4
UBS Group
Switzerland
$2.25M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$3.69M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
76
Truvestments Capital
Florida
$353K 19,899 -1,008 -5%
GCP
77
GSA Capital Partners
United Kingdom
$339K 19,135 +19,135 New
IAIM
78
International Assets Investment Management
Florida
$322K 18,125 – –
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$312K 17,604 +17,604 New
AWM
80
Activest Wealth Management
Florida
$243K 13,725 +13,725 New
UAG
81
United Advisor Group
Ohio
$236K 13,302 +13,302 New
SPIA
82
Steward Partners Investment Advisory
New York
$233K 13,147 +812 +7%
ECM
83
EMC Capital Management
Texas
$231K 13,021 – –
Connor, Clark & Lunn Investment Management (CC&L)
84
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$221K 12,449 +2,347 +23%
HWM
85
HB Wealth Management
Georgia
$209K 11,790 – –
GVAG
86
Great Valley Advisor Group
Delaware
$207K 11,665 +565 +5%
ECG
87
Edge Capital Group
Georgia
$201K 11,314 – –
MW
88
Marcum Wealth
Ohio
$201K 11,314 – –
MF
89
Magnetar Financial
Illinois
$189K 10,678 +10,678 New
Jane Street
90
Jane Street
New York
$187K 10,526 -1,917 -15%
KWM
91
Kingsview Wealth Management
Oregon
$182K 10,253 -274 -3%
VF
92
Virtu Financial
New York
$178K 10,007 +10,007 New
Comerica Bank
93
Comerica Bank
Texas
$162K 9,106 -3,188 -26%
SS
94
Sunbelt Securities
Texas
$156K 8,797 – –
Group One Trading
95
Group One Trading
Illinois
$92.9K 5,237 +5,237 New
HIA
96
Harbor Investment Advisory
Maryland
$74.7K 4,210 – –
NC
97
nVerses Capital
Florida
$53.2K 3,000 +3,000 New
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$51.6K 2,910 +2,910 New
AF
99
Allworth Financial
California
$45.3K 2,528 – –
HWA
100
Heritage Wealth Advisors
Virginia
$37.3K 2,100 +300 +17%
2 3
4
5 6