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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 %
EGA
76
Eagle Global Advisors
Texas
$306K 17,065 – –
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$277K 15,453 -8,311 -35%
AWM
78
Activest Wealth Management
Florida
$246K 13,725 – –
Creative Planning
79
Creative Planning
Kansas
$240K 13,389 +13,389 New
ECM
80
EMC Capital Management
Texas
$233K 13,021 +4,722 +57%
HWM
81
HB Wealth Management
Georgia
$211K 11,790 – –
Lido Advisors
82
Lido Advisors
California
$210K 11,416 +1,247 +12%
GVAG
83
Great Valley Advisor Group
Delaware
$209K 11,665 -1,500 -11%
MW
84
Marcum Wealth
Ohio
$203K 11,314 – –
ECG
85
Edge Capital Group
Georgia
$203K 64,518 +53,204 +470%
SS
86
Sunbelt Securities
Texas
$161K 8,797 – –
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$117K 6,500 +6,500 New
TRCT
88
Tower Research Capital (TRC)
New York
$77.7K 4,332 -195 -4%
HIA
89
Harbor Investment Advisory
Maryland
$75.5K 4,210 – –
Citigroup
90
Citigroup
New York
$51.1K 2,851 +660 +30%
CH
91
Canton Hathaway
Rhode Island
$47K 2,640 +2,640 New
AF
92
Allworth Financial
California
$46.3K 2,528 – –
ACM
93
Aquatic Capital Management
Illinois
$46K 2,567 +2,167 +542%
BAMF
94
BI Asset Management Fondsmaeglerselskab
Denmark
$42K 2,339 -43,225 -95%
HWA
95
Heritage Wealth Advisors
Virginia
$37.7K 2,100 – –
AWM
96
AllSquare Wealth Management
New York
$30.5K 1,700 – –
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$27.4K 1,530 -602 -28%
TC
98
Truvestments Capital
Florida
$23.1K 1,291 +304 +31%
DWM
99
Darwin Wealth Management
Florida
$21.5K 1,200 +1,200 New
SIS
100
Sound Income Strategies
Florida
$21.4K 1,191 – –
2 3
4
5 6