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Carlyle Secured Lending
CGBD

Overview Fund Activity

123 hedge funds and large institutions have $210M invested in Carlyle Secured Lending in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
34
Reduced
37
Closed
13
Calls
$1.14M
Puts
$205K
Net Calls
+$932K
Net Calls Change
-$161K

Top Buyers

1
DA
1
Denali Advisors
California
$2.56M
2
HG
2
Herbst Group
Connecticut
$2.07M
3
Morgan Stanley
3
Morgan Stanley
New York
$36M
4
Bank of America
4
Bank of America
North Carolina
$19.5M
5
VanEck Associates
5
VanEck Associates
New York
$21.7M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$23.6M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$1.13M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$8.05M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.34M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KB
101
Kimelman & Baird
New York
$33.1K 1,950 – –
AWM
102
AllSquare Wealth Management
New York
$28.8K 1,700 – –
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$23K 1,355 +1,355 New
SIS
104
Sound Income Strategies
Florida
$20.2K 1,191 – –
JIP
105
Jaffetilchin Investment Partners
Florida
$18.9K 1,111 +1,111 New
IAIM
106
International Assets Investment Management
Florida
$18.1K 307,581 +289,456 +1,597%
TC
107
Truvestments Capital
Florida
$16.7K 987 -18,912 -95%
RCM
108
Raleigh Capital Management
North Carolina
$10.2K 600 +80 +15%
IA
109
IFP Advisors
Florida
$8.49K 500 +500 New
W
110
WealthCollab
Washington
$8.18K 482 – –
AW
111
Avion Wealth
Texas
$8K 500 +500 New
ACM
112
Aquatic Capital Management
Illinois
$6.79K 400 -24,000 -98%
NS
113
NBC Securities
Alabama
$6K 400 – –
CCC
114
Chelsea Counsel Company
California
$5.93K 340 – –
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$3.39K 200 +200 New
NA
116
NewEdge Advisors
Louisiana
$2.73K 161 – –
FFA
117
Frazier Financial Advisors
Ohio
$2.31K 136 -113 -45%
Group One Trading
118
Group One Trading
Illinois
$1.94K 114 -5,123 -98%
BWL
119
Bogart Wealth LLC
Virginia
$1.7K 100 +100 New
B
120
Birchbrook
Maine
$1.56K 92 +92 New
TFA
121
Toth Financial Advisory
Virginia
$1.53K 90 – –
AF
122
Advisornet Financial
Minnesota
$525 31 +1 +3%
Tudor Investment Corp
123
Tudor Investment Corp
Connecticut
– – -58,805 Closed
GA
124
GFS Advisors
Texas
– – -25,856 Closed
CIM
125
Cambria Investment Management
California
– – -22,802 Closed
2 3 4
5
6