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Carlyle Secured Lending
CGBD

Overview Fund Activity

114 hedge funds and large institutions have $238M invested in Carlyle Secured Lending in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 24 closing their positions.

Holders
114
Holders Change
-9
Holders Change %
-7.32%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
40
Reduced
30
Closed
24
Calls
$1.15M
Puts
$252K
Net Calls
+$895K
Net Calls Change
-$37K

Top Buyers

1
Invesco
1
Invesco
Georgia
$11.8M
2
UBS Group
2
UBS Group
Switzerland
$6.87M
3
HIMS
3
Hager Investment Management Services
New Hampshire
$4.09M
4
Raymond James Financial
4
Raymond James Financial
Florida
$3.22M
5
Morgan Stanley
5
Morgan Stanley
New York
$40.8M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$328K
2
LSV Asset Management
2
LSV Asset Management
Illinois
$22.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40.8M 2,277,266 +154,491 +7%
VanEck Associates
2
VanEck Associates
New York
$23.3M 1,297,306 +45,466 +4%
LSV Asset Management
3
LSV Asset Management
Illinois
$22.6M 1,261,689 -129,274 -9%
Bank of America
4
Bank of America
North Carolina
$21.4M 1,192,606 +44,033 +4%
Invesco
5
Invesco
Georgia
$11.8M 659,564 +616,988 +1,449%
Two Sigma Advisers
6
Two Sigma Advisers
New York
$8.05M 449,100 -25,000 -5%
UBS Group
7
UBS Group
Switzerland
$6.87M 383,334 +241,064 +169%
Legal & General Group
8
Legal & General Group
United Kingdom
$6.04M 336,616 -26,951 -7%
Two Sigma Investments
9
Two Sigma Investments
New York
$5.17M 288,066 -54,088 -16%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.85M 270,558 +4,931 +2%
CCM
11
Condor Capital Management
New Jersey
$4.78M 266,836 +20,344 +8%
AAM
12
Advisors Asset Management
Colorado
$4.3M 239,970 -26,012 -10%
HIMS
13
Hager Investment Management Services
New Hampshire
$4.09M 228,267 +228,267 New
BlackRock
14
BlackRock
New York
$3.64M 203,200 +39,797 +24%
MC
15
Muzinich & Co
New York
$3.63M 202,472 -14,283 -7%
GF
16
Gries Financial
Ohio
$3.55M 197,990 – –
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$3.54M 197,383 -14,283 -7%
Raymond James Financial
18
Raymond James Financial
Florida
$3.22M 179,764 +179,764 New
Ameriprise
19
Ameriprise
Minnesota
$3.21M 178,830 +15,143 +9%
NCM
20
Novare Capital Management
North Carolina
$3.2M 178,705 +900 +0.5%
DA
21
Denali Advisors
California
$2.52M 140,447 -10,484 -7%
Universal-Beteiligungs- und Servicegesellschaft
22
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.34M 130,500 +130,500 New
HG
23
Herbst Group
Connecticut
$2.28M 127,180 +5,120 +4%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$2.1M 117,003 -3,908 -3%
Comerica Bank
25
Comerica Bank
Texas
$1.59M 88,445 +79,227 +859%
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