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Carlyle Secured Lending
CGBD
CGBD
112 hedge funds and large institutions have $205M invested in Carlyle Secured Lending in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
52% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 29
50% more call options, than puts
Call options by funds: $2.3M | Put options by funds: $1.53M
4.01% less ownership
Funds ownership: 28.79% → 24.78% (-4%)
6% less capital invested
Capital invested by funds: $219M → $205M (-$14.1M)
7% less funds holding
Funds holding: 120 → 112 (-8)
41% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 17
Holders
112
Holders Change
-8
Holders Change %
-6.67%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
44
Reduced
29
Closed
17
Calls
$2.3M
Puts
$1.53M
Net Calls
+$770K
Net Calls Change
-$2.01M
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.84M |
| 2 |
VanEck Associates
New York
|
+$1.12M |
| 3 |
Neuberger Berman Group
New York
|
+$832K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$802K |
| 5 |
GA
GFS Advisors
Houston,
Texas
|
+$513K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$31.4M |
| 2 |
D.E. Shaw & Co
New York
|
-$2.53M |
| 3 |
Millennium Management
New York
|
-$1.81M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$1.18M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$924K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Nomura Asset Management
Tokyo,
Japan
| – | -$6.03K | -403 | Closed |
|
|
ASN
127
Advisory Services Network
Atlanta,
Georgia
| – | -$5.78K | -386 | Closed |
|
128
Acadian Asset Management
Boston,
Massachusetts
| – | -$2.16K | -138 | -93% |
|
|
IPW
129
Impact Partnership Wealth
Marietta,
Georgia
| – | -$284 | -19 | Closed |
|