Carlyle Secured Lending
CGBD
CGBD
89 hedge funds and large institutions have $181M invested in Carlyle Secured Lending in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 15 closing their positions.
Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
24
Reduced
35
Closed
15
Calls
$1.51M
Puts
–
Net Calls
+$1.51M
Net Calls Change
+$1.05M
Top Buyers
| 1 |
GF
1
Gries Financial
Cleveland,
Ohio
|
$3.22M |
| 2 |
HWAM
2
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$2.76M |
| 3 |
3
Invesco
Atlanta,
Georgia
|
$15.1M |
| 4 |
4
VanEck Associates
New York
|
$13.6M |
| 5 |
5
UBS Group
Zurich,
Switzerland
|
$2.16M |
Top Sellers
| 1 |
1
Morgan Stanley
New York
|
$18M |
| 2 |
2
Two Sigma Investments
New York
|
$1.98M |
| 3 |
3
HighTower Advisors
Chicago,
Illinois
|
$6.78M |
| 4 |
4
Two Sigma Advisers
New York
|
$3.38M |
| 5 |
5
D.E. Shaw & Co
New York
|
$7.5M |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
ASN
101
Advisory Services Network
Atlanta,
Georgia
| – | – | -636 | Closed |
|
|
ADL
102
Asset Dedication LLC
San Francisco,
California
| – | – | -125 | Closed |
|
|
AA
103
Ancora Advisors
Cleveland,
Ohio
| – | – | -5 | Closed |
|
104
Fidelity Investments
Boston,
Massachusetts
| – | – | -1 | Closed |
|
|
CFGS
105
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|