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Carlyle Secured Lending
CGBD
CGBD
115 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.
New
Increased
Maintained
Reduced
Closed
355% more call options, than puts
Call options by funds: $1.15M | Put options by funds: $252K
33% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 30
13% more capital invested
Capital invested by funds: $210M → $238M (+$27.7M)
1.25% more ownership
Funds ownership: 24.92% → 26.17% (+1.2%)
7% less funds holding
Funds holding: 124 → 115 (-9)
29% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 24
Holders
115
Holders Change
-9
Holders Change %
-7.26%
% of All Funds
1.51%
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
Atlanta,
Georgia
|
+$10.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.16M |
| 3 |
Morgan Stanley
New York
|
+$2.67M |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$1.37M |
| 5 |
ECG
Edge Capital Group
Atlanta,
Georgia
|
+$918K |
Top Sellers
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$4.99M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$2.23M |
| 3 |
Goldman Sachs
New York
|
-$1.34M |
| 4 |
Neuberger Berman Group
New York
|
-$1.13M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JF
126
Jump Financial
Chicago,
Illinois
| – | -$315K | -18,535 | Closed |
|
127
Citadel Advisors
Miami,
Florida
| – | -$312K | -18,102 | Closed |
|
|
GLA
128
Good Life Advisors
Reading,
Pennsylvania
| – | -$253K | -14,892 | Closed |
|
|
PAG
129
Private Advisor Group
Morristown,
New Jersey
| – | -$235K | -13,850 | Closed |
|
130
Jane Street
New York
| – | -$234K | -13,775 | Closed |
|
|
KB
131
Kimelman & Baird
New York
| – | -$33.1K | -1,950 | Closed |
|
132
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$23K | -1,355 | Closed |
|
|
JIP
133
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$18.9K | -1,111 | Closed |
|
|
IA
134
IFP Advisors
Tampa,
Florida
| – | -$8.48K | -500 | Closed |
|
|
NS
135
NBC Securities
Birmingham,
Alabama
| – | -$6K | -400 | Closed |
|
136
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3.39K | -200 | Closed |
|
|
FFA
137
Frazier Financial Advisors
Columbus,
Ohio
| – | -$2.31K | -136 | Closed |
|
|
BWL
138
Bogart Wealth LLC
Mclean,
Virginia
| – | -$1.7K | -100 | Closed |
|