Carlyle Secured Lending
CGBD
101 hedge funds and large institutions have $177M invested in Carlyle Secured Lending in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 10 closing their positions.
194% more call options, than puts
Call options by funds: $1.27M | Put options by funds: $432K
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
5% more funds holding
Funds holding: 96 → 101 (+5)
6% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 31
5% more capital invested
Capital invested by funds: $169M → $177M (+$8.18M)
0.3% more ownership
Funds ownership: 22.98% → 23.28% (+0.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$5.67M |
| 2 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$2.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.35M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.32M |
| 5 |
Morgan Stanley
New York
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$2.8M |
| 2 |
CCM
Callodine Capital Management
Boston,
Massachusetts
|
-$2.27M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$2.24M |
| 4 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
-$2.15M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.84M |
CGBD Hedge Fund Activity: Q1 2022 in Review
101 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Carlyle Secured Lending (CGBD) for Q1 2022, worth a combined $177M — up 4.8% from $169M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new CGBD positions and 10 closed out — a net gain of 5 holders — while 33 added to existing stakes and 31 trimmed.
The largest buyer was VanEck Associates, adding an estimated $5.67M. The largest seller was Truist Financial, cutting an estimated $2.8M.
- 101 institutional investors held Carlyle Secured Lending (CGBD) as of Q1 2022, up from 96 in Q4 2021.
- Funds reported $177M of Carlyle Secured Lending stock for Q1 2022, up 4.8% quarter-over-quarter.
- 15 funds opened new Carlyle Secured Lending positions in Q1 2022 and 10 closed out, a net change of +5 holders.
- The largest Carlyle Secured Lending buyer in Q1 2022 was VanEck Associates, an estimated $5.67M added.
- The largest Carlyle Secured Lending seller in Q1 2022 was Truist Financial, an estimated $2.8M sold.
Based on aggregated 13F filings for Q1 2022.