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Carlyle Secured Lending
CGBD
CGBD
88 hedge funds and large institutions have $241M invested in Carlyle Secured Lending in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
26% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 23
1.22% more ownership
Funds ownership: 29.05% → 30.27% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $247M → $241M (-$6.54M)
7% less funds holding
Funds holding: 95 → 88 (-7)
26% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 19
99% less call options, than puts
Call options by funds: $1K | Put options by funds: $155K
Holders
88
Holders Change
-7
Holders Change %
-7.37%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
29
Reduced
23
Closed
19
Calls
$1K
Puts
$155K
Net Calls
-$154K
Net Calls Change
+$186K
Top Buyers
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$10.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$9.57M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.92M |
| 4 |
Millennium Management
New York
|
+$4.04M |
| 5 |
Two Sigma Advisers
New York
|
+$3.67M |
Top Sellers
| 1 |
PP
PagnatoKarp Partners
Reston,
Virginia
|
-$4.07M |
| 2 |
JP Morgan Chase
New York
|
-$2.76M |
| 3 |
ST
Sageworth Trust
Lancaster,
Pennsylvania
|
-$2.75M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$2.47M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Envestnet Asset Management
Chicago,
Illinois
| – | -$164K | -11,376 | Closed |
|
|
HB
102
Homrich & Berg
Atlanta,
Georgia
| – | -$146K | -10,173 | Closed |
|
|
QT
103
Quantamental Technologies
White Plains,
New York
| – | -$65K | -4,543 | Closed |
|
|
WT
104
Whittier Trust
South Pasadena,
California
| – | -$64K | -4,453 | Closed |
|
105
Barclays
London,
United Kingdom
| – | -$18.5K | -1,336 | -100% |
|
|
QCIG
106
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$3K | -200 | Closed |
|
107
Fidelity Investments
Boston,
Massachusetts
| – | +$14 | +1 | New |
|