Carlyle Secured Lending
CGBD
124 hedge funds and large institutions have $211M invested in Carlyle Secured Lending in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 13 closing their positions.
455% more call options, than puts
Call options by funds: $1.14M | Put options by funds: $205K
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
6% more funds holding
Funds holding: 117 → 124 (+7)
0.87% less ownership
Funds ownership: 25.22% → 24.35% (-0.87%)
8% less capital invested
Capital invested by funds: $228M → $211M (-$17.1M)
11% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Denali Advisors
San Diego,
California
|
+$2.6M |
| 2 |
HG
Herbst Group
Westport,
Connecticut
|
+$2.11M |
| 3 |
Morgan Stanley
New York
|
+$1.71M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.63M |
| 5 |
VanEck Associates
New York
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$2.76M |
| 2 |
Neuberger Berman Group
New York
|
-$2.44M |
| 3 |
Two Sigma Advisers
New York
|
-$2.29M |
| 4 |
Goldman Sachs
New York
|
-$1.55M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$1.04M |
CGBD Hedge Fund Activity: Q3 2024 in Review
124 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Carlyle Secured Lending (CGBD) for Q3 2024, worth a combined $211M — down 7.5% from $228M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new CGBD positions and 13 closed out — a net gain of 9 holders — while 33 added to existing stakes and 37 trimmed.
The largest buyer was Denali Advisors, opening a new position worth an estimated $2.6M. The largest seller was LSV Asset Management, cutting an estimated $2.76M.
- 124 institutional investors held Carlyle Secured Lending (CGBD) as of Q3 2024, up from 117 in Q2 2024.
- Funds reported $211M of Carlyle Secured Lending stock for Q3 2024, down 7.5% quarter-over-quarter.
- 22 funds opened new Carlyle Secured Lending positions in Q3 2024 and 13 closed out, a net change of +9 holders.
- The largest Carlyle Secured Lending buyer in Q3 2024 was Denali Advisors, an estimated $2.6M added.
- The largest Carlyle Secured Lending seller in Q3 2024 was LSV Asset Management, an estimated $2.76M sold.
Based on aggregated 13F filings for Q3 2024.