Carlyle Secured Lending
CGBD
117 hedge funds and large institutions have $228M invested in Carlyle Secured Lending in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 13 closing their positions.
177% more call options, than puts
Call options by funds: $1.71M | Put options by funds: $617K
67% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 27
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
11% more capital invested
Capital invested by funds: $205M → $228M (+$23M)
4% more funds holding
Funds holding: 112 → 117 (+5)
0.45% more ownership
Funds ownership: 24.78% → 25.22% (+0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Advisers
New York
|
+$5.59M |
| 2 |
VanEck Associates
New York
|
+$3.06M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.59M |
| 4 |
Two Sigma Investments
New York
|
+$1.58M |
| 5 |
JP Morgan Chase
New York
|
+$694K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$5.07M |
| 2 |
D.E. Shaw & Co
New York
|
-$1.33M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$1.31M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.15M |
| 5 |
Neuberger Berman Group
New York
|
-$1.08M |
CGBD Hedge Fund Activity: Q2 2024 in Review
117 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Carlyle Secured Lending (CGBD) for Q2 2024, worth a combined $228M — up 11% from $205M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new CGBD positions and 13 closed out — a net gain of 6 holders — while 45 added to existing stakes and 27 trimmed.
The largest buyer was Two Sigma Advisers, adding an estimated $5.59M. The largest seller was Millennium Management, exiting entirely with an estimated $5.07M sold.
- 117 institutional investors held Carlyle Secured Lending (CGBD) as of Q2 2024, up from 112 in Q1 2024.
- Funds reported $228M of Carlyle Secured Lending stock for Q2 2024, up 11% quarter-over-quarter.
- 19 funds opened new Carlyle Secured Lending positions in Q2 2024 and 13 closed out, a net change of +6 holders.
- The largest Carlyle Secured Lending buyer in Q2 2024 was Two Sigma Advisers, an estimated $5.59M added.
- The largest Carlyle Secured Lending seller in Q2 2024 was Millennium Management, an estimated $5.07M sold.
Based on aggregated 13F filings for Q2 2024.