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Carlyle Secured Lending
CGBD

Overview Fund Activity

98 hedge funds and large institutions have $291M invested in Carlyle Secured Lending in 2019 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 19 reducing their positions, and 16 closing their positions.

Holders
98
Holders Change
+8
Holders Change %
+8.89%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
44
Reduced
19
Closed
16
Calls
$323K
Puts
$629K
Net Calls
-$306K
Net Calls Change
+$412K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$41.1M
2
PP
2
PagnatoKarp Partners
Virginia
$24.2M
3
SB
3
Suntrust Banks
Georgia
$21.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$30.8M
5
ST
5
Sageworth Trust
Pennsylvania
$21.5M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
SMDAM
2
Sumitomo Mitsui DS Asset Management
Japan
$0
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$0
4
UBS Group
4
UBS Group
Switzerland
$11.1M
5
Aberdeen Group
5
Aberdeen Group
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Aberdeen Group
101
Aberdeen Group
United Kingdom
– – -66,250 Closed
Man Group
102
Man Group
United Kingdom
– – -41,068 Closed
WAM
103
Wolverine Asset Management
Illinois
– – -38,426 Closed
Principal Financial Group
104
Principal Financial Group
Iowa
– – -26,950 Closed
MWM
105
MorganRosel Wealth Management
Colorado
– – -18,850 Closed
BWP
106
Bernardo Wealth Planning
Pennsylvania
– – -15,262 Closed
CIBC World Market
107
CIBC World Market
Ontario, Canada
– – -13,143 Closed
GCP
108
GSA Capital Partners
United Kingdom
– – -11,828 Closed
ECM
109
ExodusPoint Capital Management
New York
– – -11,600 Closed
AIM
110
Assured Investment Management
New York
– – -7,821 Closed
Barclays
111
Barclays
United Kingdom
– – -3,509 Closed
AA
112
Advisory Alpha
Michigan
– – -2,327 Closed
PI
113
PineBridge Investments
New York
– – -1,600 Closed
CFGS
114
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
115
Fidelity Investments
Massachusetts
$0 1 +1 New
1 2 3 4
5