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Carlyle Secured Lending
CGBD

Overview Fund Activity

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.

Holders
46
Holders Change
+15
Holders Change %
+48.39%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
17
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$27.3M
2
PP
2
PagnatoKarp Partners
Virginia
$11.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$12.9M
4
SB
4
Suntrust Banks
Georgia
$9.53M
5
CCP
5
Clough Capital Partners
Massachusetts
$5.02M

Top Sellers

1
CRC
1
Curi RMB Capital
Illinois
$0
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$7.68M
3
WFI
3
West Family Investments
California
$4.25M
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
BSG
5
Black Swift Group
Colorado
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$27.3M 1,360,456 +1,115,106 +454%
MC
2
Muzinich & Co
New York
$22.1M 1,104,243 +229,783 +26%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$13M 650,000 – –
HighTower Advisors
4
HighTower Advisors
Illinois
$12.9M 642,398 +506,394 +372%
PP
5
PagnatoKarp Partners
Virginia
$11.1M 540,667 +540,667 New
SB
6
Suntrust Banks
Georgia
$9.53M 475,707 +475,707 New
AM
7
Ares Management
California
$9.49M 473,469 -1,531 -0.3%
Morgan Stanley
8
Morgan Stanley
New York
$9.08M 452,968 +212,178 +88%
VanEck Associates
9
VanEck Associates
New York
$9.06M 452,071 +5,220 +1%
Alyeska Investment Group
10
Alyeska Investment Group
Illinois
$7.68M 383,194 -136,181 -26%
GT
11
Glenmede Trust
Pennsylvania
$7.6M 379,521 +1,216 +0.3%
Ameriprise
12
Ameriprise
Minnesota
$7.32M 365,000 +5,000 +1%
CCP
13
Clough Capital Partners
Massachusetts
$5.02M 250,700 +250,700 New
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$4.56M 227,656 +123,154 +118%
WFI
15
West Family Investments
California
$4.25M 212,300 -133,100 -39%
AR
16
Advisory Research
Illinois
$4.22M 210,513 +10,172 +5%
SMDAM
17
Sumitomo Mitsui DS Asset Management
Japan
$4.07M 203,093 +10,085 +5%
Millennium Management
18
Millennium Management
New York
$2.6M 129,677 +129,677 New
ST
19
Sageworth Trust
Pennsylvania
$1.62M 80,795 +80,795 New
MCM
20
McKinley Capital Management
Alaska
$1.39M 69,371 +5,912 +9%
BSG
21
Black Swift Group
Colorado
$1.3M 65,020 -13,193 -17%
VCA
22
Verdence Capital Advisors
Maryland
$1.3M 64,790 +64,790 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.12M 56,065 +56,065 New
Two Sigma Investments
24
Two Sigma Investments
New York
$1.08M 53,786 +53,786 New
Wells Fargo
25
Wells Fargo
California
$881K 43,947 +29,652 +207%
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