Carlyle Secured Lending
CGBD
CGBD
96 hedge funds and large institutions have $162M invested in Carlyle Secured Lending in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 15 closing their positions.
Holders
96
Holders Change
-6
Holders Change %
-5.88%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
37
Reduced
26
Closed
15
Calls
$1.56M
Puts
$728K
Net Calls
+$833K
Net Calls Change
-$437K
Top Buyers
| 1 |
1
VanEck Associates
New York
|
$11.5M |
| 2 |
2
LSV Asset Management
Chicago,
Illinois
|
$22.6M |
| 3 |
3
Morgan Stanley
New York
|
$27.3M |
| 4 |
AAM
4
Advisors Asset Management
Monument,
Colorado
|
$2.76M |
| 5 |
5
D.E. Shaw & Co
New York
|
$4.43M |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
101
Marshall Wace
London,
United Kingdom
| – | – | -16,035 | Closed |
|
|
VF
102
Virtu Financial
New York
| – | – | -14,498 | Closed |
|
|
SSA
103
Schonfeld Strategic Advisors
New York
| – | – | -13,700 | Closed |
|
|
KAS
104
Kestra Advisory Services
Austin,
Texas
| – | – | -10,398 | Closed |
|
105
Squarepoint
New York
| – | – | -10,179 | Closed |
|
|
SMA
106
Sage Mountain Advisors
Atlanta,
Georgia
| – | – | -10,000 | Closed |
|
|
AWM
107
Avior Wealth Management
Omaha,
Nebraska
| – | – | -6,000 | Closed |
|
|
TAM
108
Tucker Asset Management
Littleton,
Colorado
| – | – | -3,511 | Closed |
|
|
ASN
109
Advisory Services Network
Atlanta,
Georgia
| – | – | -1,720 | Closed |
|
|
BAM
110
Belpointe Asset Management
Reno,
Nevada
| – | – | -285 | Closed |
|
|
GI
111
Gradient Investments
Arden Hills,
Minnesota
| – | – | -271 | Closed |
|
112
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | – | – | – |
|
|
CFGS
113
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|
114
Group One Trading
Chicago,
Illinois
| – | – | – | – |
|