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Carlyle Secured Lending
CGBD

Overview Fund Activity

114 hedge funds and large institutions have $238M invested in Carlyle Secured Lending in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 24 closing their positions.

Holders
114
Holders Change
-9
Holders Change %
-7.32%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
40
Reduced
30
Closed
24
Calls
$1.15M
Puts
$252K
Net Calls
+$895K
Net Calls Change
-$37K

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.8M
2
UBS Group
2
UBS Group
Switzerland
$6.87M
3
HIMS
3
Hager Investment Management Services
New Hampshire
$4.09M
4
Raymond James Financial
4
Raymond James Financial
Florida
$3.22M
5
Morgan Stanley
5
Morgan Stanley
New York
$40.8M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$328K
2
LSV Asset Management
2
LSV Asset Management
Illinois
$22.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NA
101
NewEdge Advisors
Louisiana
$19.5K 1,086 +925 +575%
TCOV
102
Trust Company of Vermont
Vermont
$19.4K 1,080 +1,080 New
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$18.5K 1,033 +1,033 New
RCM
104
Raleigh Capital Management
North Carolina
$10.8K 600 – –
W
105
WealthCollab
Washington
$8.64K 482 – –
AW
106
Avion Wealth
Texas
$8K 500 – –
CCC
107
Chelsea Counsel Company
California
$6.25K 340 – –
Group One Trading
108
Group One Trading
Illinois
$5.27K 294 +180 +158%
B
109
Birchbrook
Maine
$1.69K 94 +2 +2%
TFA
110
Toth Financial Advisory
Virginia
$1.61K 90 – –
YP
111
YANKCOM Partnership
South Dakota
$1.15K 64 +64 New
PAM
112
Parvin Asset Management
South Dakota
$897 50 +50 New
AF
113
Advisornet Financial
Minnesota
$567 32 +1 +3%
Goldman Sachs
114
Goldman Sachs
New York
– – -78,880 Closed
Neuberger Berman Group
115
Neuberger Berman Group
New York
– – -66,423 Closed
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
– – -63,888 Closed
Lazard Asset Management
117
Lazard Asset Management
New York
– – -61,666 Closed
Millennium Management
118
Millennium Management
New York
– – -55,936 Closed
AA
119
ALPS Advisors
Colorado
– – -47,410 Closed
Franklin Resources
120
Franklin Resources
California
– – -33,889 Closed
ECM
121
ExodusPoint Capital Management
New York
– – -30,991 Closed
YIH
122
Y-Intercept (HK)
Hong Kong
– – -29,011 Closed
DM
123
Deerfield Management
New York
– – -23,006 Closed
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
– – -19,150 Closed
JF
125
Jump Financial
Illinois
– – -18,535 Closed
2 3 4
5
6