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Carlyle Secured Lending
CGBD

Overview Fund Activity

91 hedge funds and large institutions have $140M invested in Carlyle Secured Lending in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
91
Holders Change
+14
Holders Change %
+18.18%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
23
Reduced
29
Closed
9
Calls
$477K
Puts
$13K
Net Calls
+$464K
Net Calls Change
-$279K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$2.28M
2
VanEck Associates
2
VanEck Associates
New York
$9.19M
3
Millennium Management
3
Millennium Management
New York
$809K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.74M
5
Morgan Stanley
5
Morgan Stanley
New York
$17M

Top Sellers

1
Invesco
1
Invesco
Georgia
$9.97M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$6.44M
3
RCM
3
Radcliffe Capital Management
Pennsylvania
$0
4
UBS Group
4
UBS Group
Switzerland
$624K
5
Stifel Financial
5
Stifel Financial
Missouri
$265K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17M 1,652,756 +63,736 +4%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$13.5M 1,312,026 -600 -0%
Invesco
3
Invesco
Georgia
$9.97M 971,342 -293,409 -23%
VanEck Associates
4
VanEck Associates
New York
$9.19M 895,418 +111,157 +14%
Truist Financial
5
Truist Financial
North Carolina
$6.73M 655,677 -32,834 -5%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$6.68M 651,513 -32,577 -5%
HighTower Advisors
7
HighTower Advisors
Illinois
$6.44M 627,580 -162,817 -21%
CCM
8
Callodine Capital Management
Massachusetts
$6.25M 609,334 -20,666 -3%
Ameriprise
9
Ameriprise
Minnesota
$5.65M 550,821 – –
Sumitomo Mitsui Trust Group
10
Sumitomo Mitsui Trust Group
Japan
$4.59M 446,868 +57,036 +15%
MC
11
Muzinich & Co
New York
$4.58M 446,868 +57,036 +15%
Legal & General Group
12
Legal & General Group
United Kingdom
$4.13M 403,312 -1,107 -0.3%
BlackRock
13
BlackRock
New York
$3.76M 366,823 +5,012 +1%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$3.51M 342,400 -28,700 -8%
Two Sigma Investments
15
Two Sigma Investments
New York
$2.74M 267,293 +73,498 +38%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$2.28M 222,074 +222,074 New
NCM
17
Novare Capital Management
North Carolina
$2.26M 219,865 +48,195 +28%
MCM
18
McKinley Capital Management
Alaska
$2.15M 209,226 -13,238 -6%
Bank of America
19
Bank of America
North Carolina
$1.37M 133,301 -24,272 -15%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$1.29M 126,084 -2,400 -2%
CAM
21
Cresset Asset Management
Illinois
$1.24M 116,811 -16,766 -13%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.23M 119,955 -16,695 -12%
GC
23
Guggenheim Capital
Illinois
$1.19M 115,707 -29,066 -20%
US Bancorp
24
US Bancorp
Minnesota
$1.15M 112,062 – –
CHAM
25
Clear Harbor Asset Management
Connecticut
$1.06M 103,700 +3,500 +3%
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