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Carlyle Secured Lending

123 hedge funds and large institutions have $210M invested in Carlyle Secured Lending in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
34
Reduced
37
Closed
13
Calls
$1.14M
Puts
$205K
Net Calls
+$932K
Net Calls Change
-$161K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36M 2,122,775 +99,271 +5%
LSV Asset Management
2
LSV Asset Management
Illinois
$23.6M 1,390,963 -159,900 -10%
VanEck Associates
3
VanEck Associates
New York
$21.7M 1,251,840 +72,741 +6%
Bank of America
4
Bank of America
North Carolina
$19.5M 1,148,573 +94,278 +9%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$8.05M 474,100 -132,700 -22%
Legal & General Group
6
Legal & General Group
United Kingdom
$6.17M 363,567 -36,171 -9%
Two Sigma Investments
7
Two Sigma Investments
New York
$5.81M 342,154 -50,224 -13%
AAM
8
Advisors Asset Management
Colorado
$4.51M 265,982 +17,434 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.51M 265,627 -2,707 -1%
CCM
10
Condor Capital Management
New Jersey
$4.18M 246,492 -17,819 -7%
MC
11
Muzinich & Co
New York
$3.68M 216,755 -33,602 -13%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$3.59M 211,666 -33,602 -14%
GF
13
Gries Financial
Ohio
$3.36M 197,990
NCM
14
Novare Capital Management
North Carolina
$3.02M 177,805 -31,630 -15%
Ameriprise
15
Ameriprise
Minnesota
$2.78M 163,687 -8,103 -5%
BlackRock
16
BlackRock
New York
$2.77M 163,403 -21,748 -12%
DA
17
Denali Advisors
California
$2.56M 150,931 +150,931 New
UBS Group
18
UBS Group
Switzerland
$2.41M 142,270 +15,370 +12%
RJA
19
Raymond James & Associates
Florida
$2.25M 132,790 +5,874 +5%
HG
20
Herbst Group
Connecticut
$2.07M 122,060 +122,060 New
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$2.05M 120,911 +2,570 +2%
Goldman Sachs
22
Goldman Sachs
New York
$1.34M 78,880 -89,879 -53%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.27M 74,937 +3,174 +4%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.25M 73,692 -14,628 -17%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$1.22M 71,809 +1,213 +2%