Who Owns CGBD?
Carlyle Secured Lending, Inc. — Institutional Ownership & 13F Holdings
$11.27
-0.23 (-1.96%)
Market Cap
$812.1M
Shares Outstanding
70,676,923
Institutional Holders
117
Total Inst. Value
$223.2M
% of Float Held
26.2%
QoQ Holder Change
+33
Institutional data as of Q1 2025
New Positions
30
Closed Positions
16
Increased
36
Decreased
28
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $38.0M | 2,349,247 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $24.8M | 1,530 |
| 3 | LSV ASSET MANAGEMENT | $20.3M | 1,256,089 |
| 4 | VAN ECK ASSOCIATES CORPNew | $19.5M | 1,203,863 |
| 5 | BANK OF AMERICA CORP /DE/ | $17.2M | 1,061,779 |
| 6 | Invesco Ltd. | $10.6M | 657,900 |
| 7 | UBS Group AG | $6.7M | 411,585 |
| 8 | Legal & General Group Plc | $5.4M | 332,189 |
| 9 | ROYAL BANK OF CANADA | $4.5M | 275,612 |
| 10 | CONDOR CAPITAL MANAGEMENT | $4.5M | 275,409 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +72K | $38.0M |
| VAN ECK ASSOCIATES CORPNew | +1.2M | $19.5M |
| UBS Group AG | +28K | $6.7M |
| ROYAL BANK OF CANADA | +5K | $4.5M |
| CONDOR CAPITAL MANAGEMENT | +9K | $4.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -131K | $17.2M |
| Trexquant Investment LP | -46K | $387K |
| U.S. Capital Wealth Advisors, LLC | -26K | $166K |
| Connor, Clark & Lunn Investment Management Ltd. | -20K | $330K |
| Sumitomo Mitsui Trust Group, Inc. | -14K | $3.0M |
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Frequently Asked Questions
How many institutional investors hold CGBD?
As of Q1 2025, 117 institutional investors report holding CGBD (Carlyle Secured Lending, Inc.) in their 13F filings.
What percentage of Carlyle Secured Lending, Inc. is owned by institutions?
Institutional investors hold approximately 26.2% of Carlyle Secured Lending, Inc.'s float as reported in SEC 13F filings.
Which hedge fund owns the most CGBD?
The largest institutional holder of CGBD is MORGAN STANLEY with $38.0M in shares.
Are institutions buying or selling CGBD?
This quarter, 30 institutions opened new positions in CGBD and 16 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.