Carlyle Secured Lending
CGBD
120 hedge funds and large institutions have $192M invested in Carlyle Secured Lending in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 8 closing their positions.
215% more call options, than puts
Call options by funds: $4.07M | Put options by funds: $1.29M
213% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 8
77% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 26
18% more capital invested
Capital invested by funds: $162M → $192M (+$29.8M)
14% more funds holding
Funds holding: 105 → 120 (+15)
3.24% more ownership
Funds ownership: 22.03% → 25.27% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.48M |
| 2 |
Millennium Management
New York
|
+$4.67M |
| 3 |
Neuberger Berman Group
New York
|
+$2.93M |
| 4 |
Morgan Stanley
New York
|
+$1.71M |
| 5 |
Goldman Sachs
New York
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$1.23M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$659K |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$553K |
| 4 |
YIH
Y-Intercept (HK)
Hong Kong
|
-$389K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$359K |
CGBD Hedge Fund Activity: Q4 2023 in Review
120 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Carlyle Secured Lending (CGBD) for Q4 2023, worth a combined $192M — up 18% from $162M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new CGBD positions and 8 closed out — a net gain of 17 holders — while 46 added to existing stakes and 26 trimmed.
The largest buyer was Bank of America, adding an estimated $6.48M. The largest seller was LSV Asset Management, cutting an estimated $1.23M.
- 120 institutional investors held Carlyle Secured Lending (CGBD) as of Q4 2023, up from 105 in Q3 2023.
- Funds reported $192M of Carlyle Secured Lending stock for Q4 2023, up 18% quarter-over-quarter.
- 25 funds opened new Carlyle Secured Lending positions in Q4 2023 and 8 closed out, a net change of +17 holders.
- The largest Carlyle Secured Lending buyer in Q4 2023 was Bank of America, an estimated $6.48M added.
- The largest Carlyle Secured Lending seller in Q4 2023 was LSV Asset Management, an estimated $1.23M sold.
Based on aggregated 13F filings for Q4 2023.