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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 %
AWM
76
Apollon Wealth Management
South Carolina
$337K 19,848 +19,848 New
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$325K 19,150 +1,546 +9%
JF
78
Jump Financial
Illinois
$315K 18,535 -3,537 -16%
Citadel Advisors
79
Citadel Advisors
Florida
$307K 18,102 -15,425 -46%
SPIA
80
Steward Partners Investment Advisory
New York
$299K 17,598 +4,451 +34%
EGA
81
Eagle Global Advisors
Texas
$290K 17,065 +17,065 New
UAG
82
United Advisor Group
Ohio
$256K 15,105 +1,803 +14%
GLA
83
Good Life Advisors
Pennsylvania
$253K 14,892 +14,892 New
PAG
84
Private Advisor Group
New Jersey
$235K 13,850 +13,850 New
Jane Street
85
Jane Street
New York
$234K 13,775 +3,249 +31%
AWM
86
Activest Wealth Management
Florida
$233K 13,725 – –
GVAG
87
Great Valley Advisor Group
Delaware
$223K 13,165 +1,500 +13%
HWM
88
HB Wealth Management
Georgia
$200K 11,790 – –
MW
89
Marcum Wealth
Ohio
$192K 11,314 – –
ECG
90
Edge Capital Group
Georgia
$192K 11,314 – –
Lido Advisors
91
Lido Advisors
California
$173K 10,169 +10,169 New
Comerica Bank
92
Comerica Bank
Texas
$156K 9,218 +112 +1%
SS
93
Sunbelt Securities
Texas
$149K 8,797 – –
ECM
94
EMC Capital Management
Texas
$112K 8,299 -4,722 -36%
TRCT
95
Tower Research Capital (TRC)
New York
$76.8K 4,527 +4,440 +5,103%
HIA
96
Harbor Investment Advisory
Maryland
$71.4K 4,210 – –
AF
97
Allworth Financial
California
$42.9K 2,528 – –
Citigroup
98
Citigroup
New York
$37.2K 2,191 +337 +18%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$36.2K 2,132 -778 -27%
HWA
100
Heritage Wealth Advisors
Virginia
$35.6K 2,100 – –
2 3
4
5 6