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Carlyle Secured Lending
CGBD

Overview Fund Activity

106 hedge funds and large institutions have $148M invested in Carlyle Secured Lending in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 30 reducing their positions, and 13 closing their positions.

Holders
106
Holders Change
+6
Holders Change %
+6%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
37
Reduced
30
Closed
13
Calls
$1.41M
Puts
$570K
Net Calls
+$835K
Net Calls Change
-$3K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$2.6M
2
AA
2
ALPS Advisors
Colorado
$1.13M
3
Bank of America
3
Bank of America
North Carolina
$4.33M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$5.31M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$5.6M

Top Sellers

1
VanEck Associates
1
VanEck Associates
New York
$8.63M
2
GF
2
Gries Financial
Ohio
$0
3
UBS Group
3
UBS Group
Switzerland
$1.86M
4
CCM
4
Callodine Capital Management
Massachusetts
$3.18M
5
IFO
5
Intrepid Family Office
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HWA
101
Heritage Wealth Advisors
Virginia
$9K 700 +700 New
BWM
102
Baystate Wealth Management
Massachusetts
$5K 422 +12 +3%
C
103
Covestor
United Kingdom
$5K 393 +393 New
IAIM
104
International Assets Investment Management
Florida
$719 56,600 – –
GF
105
Gries Financial
Ohio
– – -212,667 Closed
IFO
106
Intrepid Family Office
Florida
– – -100,000 Closed
CANY
107
Caxton Associates (New York)
New York
– – -74,734 Closed
AllianceBernstein
108
AllianceBernstein
Tennessee
– – -13,425 Closed
WF
109
Welch & Forbes
Massachusetts
– – -12,090 Closed
CA
110
Cornerstone Advisory
Maryland
– – -12,065 Closed
SCFS
111
S.C. Financial Services
Arizona
– – -10,000 Closed
William Blair & Company
112
William Blair & Company
Illinois
– – -10,000 Closed
FFWM
113
Future Financial Wealth Management
Ohio
– – -4,000 Closed
MMG
114
Monetary Management Group
Missouri
– – -300 Closed
PA
115
PSI Advisors
Florida
– – -250 Closed
Barclays
116
Barclays
United Kingdom
– – -160 Closed
Group One Trading
117
Group One Trading
Illinois
$0 10 -90 -90%
IRC
118
Investors Research Corp
Georgia
– – -5 Closed
Simplex Trading
119
Simplex Trading
Illinois
– – – –
CFGS
120
Concourse Financial Group Securities
Alabama
– – – –
AF
121
Advisornet Financial
Minnesota
$0 25 +1 +4%
1 2 3 4
5