Carlyle Secured Lending
CGBD
46 hedge funds and large institutions have $184M invested in Carlyle Secured Lending in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 4 closing their positions.
400% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 4
240% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 5
63% more capital invested
Capital invested by funds: $113M → $184M (+$71.1M)
48% more funds holding
Funds holding: 31 → 46 (+15)
5.43% more ownership
Funds ownership: 9.32% → 14.75% (+5.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$20.6M |
| 2 |
PP
PagnatoKarp Partners
Reston,
Virginia
|
+$9.98M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$9.34M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$8.78M |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$4.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$5.45M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$2.51M |
| 3 |
WFI
West Family Investments
Carlsbad,
California
|
-$2.46M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.41M |
| 5 |
BSG
Black Swift Group
Boulder,
Colorado
|
-$243K |
CGBD Hedge Fund Activity: Q4 2017 in Review
46 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Carlyle Secured Lending (CGBD) for Q4 2017, worth a combined $184M — up 63% from $113M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new CGBD positions and 4 closed out — a net gain of 16 holders — while 17 added to existing stakes and 5 trimmed.
The largest buyer was UBS Group, adding an estimated $20.6M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $5.45M sold.
- 46 institutional investors held Carlyle Secured Lending (CGBD) as of Q4 2017, up from 31 in Q3 2017.
- Funds reported $184M of Carlyle Secured Lending stock for Q4 2017, up 63% quarter-over-quarter.
- 20 funds opened new Carlyle Secured Lending positions in Q4 2017 and 4 closed out, a net change of +16 holders.
- The largest Carlyle Secured Lending buyer in Q4 2017 was UBS Group, an estimated $20.6M added.
- The largest Carlyle Secured Lending seller in Q4 2017 was Curi RMB Capital, an estimated $5.45M sold.
Based on aggregated 13F filings for Q4 2017.