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Carlyle Secured Lending
CGBD

Overview Fund Activity

110 hedge funds and large institutions have $204M invested in Carlyle Secured Lending in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 28 reducing their positions, and 17 closing their positions.

Holders
110
Holders Change
-8
Holders Change %
-6.78%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
44
Reduced
28
Closed
17
Calls
$2.3M
Puts
$1.53M
Net Calls
+$770K
Net Calls Change
-$2.01M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$15.7M
2
VanEck Associates
2
VanEck Associates
New York
$16.3M
3
BFWM
3
Bright Futures Wealth Management
New York
$973K
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$4.4M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$1.33M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.6M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$1.62M
3
Millennium Management
3
Millennium Management
New York
$5.07M
4
Truist Financial
4
Truist Financial
North Carolina
$1.06M
5
Citadel Advisors
5
Citadel Advisors
Florida
$533K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.6M 2,004,615 -2,003,699 -50%
LSV Asset Management
2
LSV Asset Management
Illinois
$25.5M 1,567,263 -31,400 -2%
VanEck Associates
3
VanEck Associates
New York
$16.3M 1,002,914 +71,673 +8%
Bank of America
4
Bank of America
North Carolina
$15.7M 962,440 +181,525 +23%
Legal & General Group
5
Legal & General Group
United Kingdom
$6.64M 407,986 +11,266 +3%
Millennium Management
6
Millennium Management
New York
$5.07M 311,385 -115,852 -27%
Two Sigma Investments
7
Two Sigma Investments
New York
$4.91M 301,593 -21,060 -7%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$4.63M 284,500 -11,800 -4%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$4.4M 270,015 +53,101 +24%
AAM
10
Advisors Asset Management
Colorado
$4.32M 265,325 +11,573 +5%
NCM
11
Novare Capital Management
North Carolina
$4.3M 263,965 +17,725 +7%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$4.21M 258,774 +6,527 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.08M 250,476 +30,154 +14%
MC
14
Muzinich & Co
New York
$3.85M 257,336 – –
CCM
15
Condor Capital Management
New Jersey
$3.7M 227,327 +16,714 +8%
GF
16
Gries Financial
Ohio
$3.45M 211,750 +9,933 +5%
UBS Group
17
UBS Group
Switzerland
$3.14M 193,120 +4,906 +3%
BlackRock
18
BlackRock
New York
$2.99M 183,752 +18,162 +11%
MCM
19
McKinley Capital Management
Alaska
$2.71M 166,285 -6,287 -4%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.67M 163,887 +6,165 +4%
Goldman Sachs
21
Goldman Sachs
New York
$2.57M 157,760 -41,507 -21%
Ameriprise
22
Ameriprise
Minnesota
$2.51M 154,413 +17,102 +12%
RJA
23
Raymond James & Associates
Florida
$1.99M 122,457 -9,186 -7%
GIM
24
Greenwich Investment Management
Connecticut
$1.99M 122,443 +9,725 +9%
BAMF
25
BI Asset Management Fondsmaeglerselskab
Denmark
$1.9M 116,669 -28,962 -20%
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