C
Carlyle Secured Lending, Inc.
CGBD and CGBDL • NASDAQ
Carlyle Secured Lending, Inc. is a asset management company in the financial services sector on NASDAQ, led by Justin Plouffe, with a market cap of $949.2M. As of Q3 2025, 36% of shares are held by 146 institutional investors, with Creative Planning as the largest holder at 6.35%.
President and Chief Executive OfficerJustin Plouffe
Market Cap$949.2M
Asset Management
Financial Services
Websitecarlylesecuredlending.com
Country
United States of America
Overview
Overview of institutional ownership in CGBD and CGBDL as of Q3 2025 with a market cap of $911.3M
All Institutions
- Institutions
- 146
- Value Held
- $323.6M
- Shares Held
- 25.8M
- Avg Position
- $2.2M
- Median Position
- $440.3K
Hedge Funds
- Hedge Funds
- 11
- Value Held
- $39.3M
- Shares Held
- 3.1M
- Avg Position
- $3.6M
- Median Position
- $974.3K
Ownership Breakdown
Based on market cap of $911.3M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in CGBD and CGBDL as of Q3 2025
| Institution | Position Value |
|---|---|
 Creative Planning RIA/Wealth | $57.9M 0.04% of portfolio |
 MORGAN STANLEY RIA/Wealth | $30.2M 0.00% of portfolio |
 VAN ECK ASSOCIATES CORP ETF Provider | $22.9M 0.02% of portfolio |
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth | $18.8M 0.25% of portfolio |
 RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | $15.0M 0.91% of portfolio |
 Invesco Ltd. ETF Provider | $11.3M 0.00% of portfolio |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $9.1M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $8.4M 0.00% of portfolio |
 UBS Group AG Institution | $7.9M 0.00% of portfolio |
 Mariner Wealth Advisors, LLC RIA/Wealth | $6.8M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CGBD and CGBDL in Q3 2025
- Traded
- −$2.5M
- Buyers
- 76
- Sellers
- 57
- Total Bought
- +$63.5M
- Total Sold
- −$66.0M
- Avg Position
- $1.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | +$10.6M +844.1K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | +$6.1M +484.6K shares |
 CF Capital LLC Hedge Fund•Sector | +$6.0M +476.1K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$3.3M +263.6K shares |
A Alpine Partners VI, LLC Institution | +$3.1M +250.6K shares |
 WELLS FARGO & COMPANY/MN Institution | +$3.0M +237.2K shares |
B BlackRock, Inc. Institution | +$2.9M +228.9K shares |
S Sumitomo Mitsui Trust Holdings, Inc. Institution | +$1.9M +154.4K shares |
 Kovitz Investment Group Partners, LLC RIA/Wealth | +$1.9M +151.7K shares |
 TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy | +$1.9M +150.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Prime Capital Investment Advisors, LLC RIA/Wealth | −$30.2M −2.2M shares |
L LSV ASSET MANAGEMENT Long Only Manager | −$5.8M −467.1K shares |
 Kingstone Capital Partners Texas, LLC RIA/Wealth | −$5.6M −410.5K shares |
 Cliffwater LLC Fund of Funds | −$4.3M −341.3K shares |
Creative Planning RIA/Wealth | −$3.6M −284.9K shares |
 TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy | −$3.0M −219.1K shares |
BANK OF AMERICA CORP /DE/ Institution | −$1.5M −122.1K shares |
R ROYAL BANK OF CANADA Institution | −$1.2M −98.8K shares |
P PARK CIRCLE Co Institution | −$974.4K −71.2K shares |
 AMERIPRISE FINANCIAL INC Institution | −$899.7K −72.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CGBD and CGBDL in Q3 2025
- New Positions
- 12
- New Value
- $12.5M
- Exited Positions
- 21
- Exited Value
- $45.9M
New Positions
| Institution | Position Value |
|---|---|
CF Capital LLC Hedge Fund•Sector | $6.0M 476.1K shares |
A Alpine Partners VI, LLC Institution | $3.1M 250.6K shares |
Kovitz Investment Group Partners, LLC RIA/Wealth | $1.9M 151.7K shares |
 Verition Fund Management LLC Hedge Fund•Multi-Strategy | $974.3K 77.9K shares |
T TrueMark Investments, LLC Institution | $226.4K 18.1K shares |
 Equitable Holdings, Inc. Institution | $133.9K 10.7K shares |
S Security National Bank Institution | $63.6K 5.1K shares |
S State of Alaska, Department of Revenue Institution | $37.6K 3.0K shares |
R Rossby Financial, LCC RIA/Wealth | $24.8K 2.0K shares |
 Private Wealth Management Group, LLC RIA/Wealth | $23.8K 1.9K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Prime Capital Investment Advisors, LLC RIA/Wealth | $30.2M 2.2M shares |
Kingstone Capital Partners Texas, LLC RIA/Wealth | $5.6M 410.5K shares |
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy | $3.0M 219.1K shares |
P PARK CIRCLE Co Institution | $974.4K 71.2K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $689.3K 50.4K shares |
 Round Rock Advisors, LLC RIA/Wealth | $637.0K 46.6K shares |
 Cascade Financial Partners, LLC RIA/Wealth | $599.7K 43.8K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $561.1K 41.0K shares |
O OXFORD ASSET MANAGEMENT Institution | $508.9K 37.2K shares |
D Dynamic Technology Lab Private Ltd Institution | $507.0K 37.1K shares |
Options Activity
Institutions with the largest Call and Put options positions in CGBD and CGBDL as of Q3 2025
- Call Positions
- 2
- Call Value
- $590.0K
- Put Positions
- 1
- Put Value
- $288.8K
Call Positions
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $590.0K 472.0 contracts |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $288.8K 231.0 contracts |
Most Committed Institutions
Institutions with CGBD and CGBDL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
CF Capital LLC Hedge Fund•Sector | 3.76% $6.0M |
 Muzinich & Co., Inc. Long Only Manager | 2.42% $6.2M |
1.60% $3.0M | |
 SMH CAPITAL ADVISORS INC RIA/Wealth | 1.10% $277.1K |
B Bright Futures Wealth Management, LLC. RIA/Wealth | 0.97% $1.2M |
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | 0.91% $15.0M |
A Alpine Partners VI, LLC Institution | 0.74% $3.1M |
Cliffwater LLC Fund of Funds | 0.55% $2.6M |
 DOLIVER CAPITAL ADVISORS, INC. RIA/Wealth | 0.40% $1.5M |
 GRIES FINANCIAL LLC RIA/Wealth | 0.37% $2.3M |
Hedge Fund Spotlight
Discover hedge funds investing in CGBD and CGBDL
AIGEN INVESTMENT MANAGEMENT, LP
Hedge Fund • Long/Short
Portfolio ManagerJuhua Zhu
- Portfolio Value
- $646.1M
- Positions
- 764
- Last Reported
- Q3 2025
Sector Allocation
C
Position in Carlyle Secured Lending, Inc.
CGBD and CGBDL
- Market Value
- $2.6M
- Shares Held
- 267.7K
- Portfolio Weight
- 0.42%
- Owned Since
- 2019-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Internet Content & Information Communication Services | $7.1M | 1.10% | |
Conglomerates Industrials | $7.1M | 1.10% | |
Medical - Devices Healthcare | $6.7M | 1.04% |
