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Carlyle Secured Lending
CGBD

Overview Fund Activity

110 hedge funds and large institutions have $204M invested in Carlyle Secured Lending in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 28 reducing their positions, and 17 closing their positions.

Holders
110
Holders Change
-8
Holders Change %
-6.78%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
44
Reduced
28
Closed
17
Calls
$2.3M
Puts
$1.53M
Net Calls
+$770K
Net Calls Change
-$2.01M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$15.7M
2
VanEck Associates
2
VanEck Associates
New York
$16.3M
3
BFWM
3
Bright Futures Wealth Management
New York
$973K
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$4.4M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$1.33M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.6M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$1.62M
3
Millennium Management
3
Millennium Management
New York
$5.07M
4
Truist Financial
4
Truist Financial
North Carolina
$1.06M
5
Citadel Advisors
5
Citadel Advisors
Florida
$533K
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$22K 1,349 +439 +48%
TSWM
102
Tyler-Stone Wealth Management
Ohio
$21.3K 1,310 – –
SIS
103
Sound Income Strategies
Florida
$19.4K 1,191 – –
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$16.1K 1,000 +1,000 New
W
105
WealthCollab
Washington
$7.85K 482 – –
CIA
106
Cape Investment Advisory
Georgia
$6.3K 387 -4,709 -92%
NS
107
NBC Securities
Alabama
$6K 400 – –
NA
108
NewEdge Advisors
Louisiana
$2.62K 161 +161 New
AF
109
Advisornet Financial
Minnesota
$481 30 +1 +3%
WG
110
Winton Group
United Kingdom
– – -34,594 Closed
Wolverine Trading
111
Wolverine Trading
Illinois
– – -24,519 Closed
SG Americas Securities
112
SG Americas Securities
New York
– – -21,298 Closed
GC
113
Guggenheim Capital
Illinois
– – -14,720 Closed
VF
114
Virtu Financial
New York
– – -13,596 Closed
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
– – -13,299 Closed
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
– – -12,112 Closed
Squarepoint
117
Squarepoint
New York
– – -11,135 Closed
PI
118
PEAK6 Investments
Illinois
– – -8,104 Closed
QT
119
Quantbot Technologies
New York
– – -7,697 Closed
TWM
120
Tradition Wealth Management
Minnesota
– – -2,779 Closed
Group One Trading
121
Group One Trading
Illinois
– – -1,406 Closed
CAM
122
Creekmur Asset Management
Illinois
– – -1,310 Closed
PMEF
123
Point72 Middle East FZE
United Arab Emirates
– – -448 Closed
Nomura Asset Management
124
Nomura Asset Management
Japan
– – -403 Closed
ASN
125
Advisory Services Network
Georgia
– – -386 Closed
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5
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