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Carlyle Secured Lending

90 hedge funds and large institutions have $180M invested in Carlyle Secured Lending in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,820% more call options, than puts

Call options by funds: $592K | Put options by funds: $10K

0% more funds holding

Funds holding: 9090 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.02% less ownership

Funds ownership: 24.93%24.91% (-0.02%)

1% less capital invested

Capital invested by funds: $181M → $180M (-$1.18M)

21% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 34

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
90
Holders Change
Holders Change %
0%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
27
Reduced
34
Closed
9
Calls
$592K
Puts
$10K
Net Calls
+$582K
Net Calls Change
-$928K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.9M -$170K -12,506 -0.9%
Invesco
2
Invesco
Georgia
$17.4M +$2.38M +174,758 +15%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$16.5M -$742K -54,500 -4%
VanEck Associates
4
VanEck Associates
New York
$11.5M -$2.1M -154,412 -15%
Truist Financial
5
Truist Financial
North Carolina
$8.52M -$107K -7,840 -1%
CCM
6
Callodine Capital Management
Massachusetts
$7.93M -$981K -72,065 -11%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$7.72M +$215K +15,787 +3%
Ameriprise
8
Ameriprise
Minnesota
$7.32M -$11.2K -820 -0.1%
HighTower Advisors
9
HighTower Advisors
Illinois
$6.7M -$87K -6,397 -1%
Sumitomo Mitsui Trust Group
10
Sumitomo Mitsui Trust Group
Japan
$5.72M -$216K -15,910 -4%
MC
11
Muzinich & Co
New York
$5.71M -$196K -14,420 -3%
Legal & General Group
12
Legal & General Group
United Kingdom
$4.6M -$621K -45,646 -12%
BlackRock
13
BlackRock
New York
$4.33M +$422K +31,023 +10%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$4.22M +$861K +63,300 +25%
Two Sigma Investments
15
Two Sigma Investments
New York
$4.03M +$2.12M +155,561 +104%
NCM
16
Novare Capital Management
North Carolina
$3.54M +$557K +40,900 +18%
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$3.32M +$575K +42,252 +20%
UBS Group
18
UBS Group
Switzerland
$2.96M +$822K +60,415 +37%
MCM
19
McKinley Capital Management
Alaska
$2.57M -$65.6K -4,818 -2%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$2.35M -$56.6K -4,158 -2%
ZCA
21
Zeke Capital Advisors
Pennsylvania
$2.12M +$2.19M +160,575 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.89M +$990K +72,730 +103%
Bank of America
23
Bank of America
North Carolina
$1.51M -$127K -9,332 -8%
CHAM
24
Clear Harbor Asset Management
Connecticut
$1.37M -$884 -65 -0.1%
BSP
25
Benefit Street Partners
New York
$1.35M