CARLYLE SECURED LENDING INC (CGBD) Institutional Ownership Changes & 13F Activity

CARLYLE SECURED LENDING INC (CGBD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Diameter Capital Partners Lp, Caz Investments Lp, Van Eck Associates Corp, and Ares Management Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+77,29377,293$813.89KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-132,399-75.5%42,902$451.76KQ2 2026Aug 27, 2026
Caz Investments LpBuy+484,665+2423.3%504,665$5.31MQ2 2026Aug 24, 2026
Invesco Ltd.Buy+1,184,8881,184,888$12.48MQ2 2026Aug 14, 2026
Diameter Capital Partners LpBuy+508,387508,387$5.35MQ2 2026Aug 14, 2026
Van Eck Associates CorpBuy+436,365+33.2%1,748,836$18.42MQ2 2026Aug 14, 2026
Ares Management LlcBuy+232,187+96.7%472,187$4.97MQ2 2026Aug 14, 2026
Callodine Capital Management, LpBuy+225,000225,000$2.37MQ2 2026Aug 14, 2026
Toronto Dominion BankSell-186,724-41.5%263,276$2.77MQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-182,071-28.9%448,847$4.73MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+126,936126,936$1.34MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+99,646+268.5%136,758$1.44MQ2 2026Aug 14, 2026
Palliser Capital (Uk) LtdBuy+45,70345,703$481.25KQ2 2026Aug 14, 2026
Alpine Global Management, LlcSell-44,167-38.2%71,496$752.85KQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcBuy+42,786+22.9%229,477$2.42MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+29,80329,803$313.82KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+29,531+11.8%280,420$2.95MQ2 2026Aug 14, 2026
Legal & General Group PlcBuy+25,986+4.7%577,568$6.09MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+25,017+12.6%224,183$2.36MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+20,23120,231$213.03KQ2 2026Aug 14, 2026
Black Maple Capital Management LpBuy+20,00020,000$210.60KQ2 2026Aug 14, 2026
Group One Trading LlcSell-13,950-87.7%1,953$20.57KQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Sell-10,325-4.9%200,997$2.12MQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Buy+9,925+13.7%82,388$867.55KQ2 2026Aug 14, 2026
Drw Securities, LlcSell-8,808-20.0%35,202$370.68KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-8,589-8.3%95,496$1.01MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-6,640-16.1%34,501$363.00KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+3,278+6.5%53,857$567.31KQ2 2026Aug 14, 2026
Dorsey & Whitney Trust Co LlcSell-629-3.9%15,507$163.29KQ2 2026Aug 14, 2026
Aqr Capital Management LlcSell-518-1.3%40,673$428.29KQ2 2026Aug 14, 2026
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Frequently asked questions about CGBD activity

  • Which institutional owners are buying CGBD?

    Institutional owners buying CGBD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CGBD activity?

    "Buy" means an investor increased their reported position in CGBD compared to the prior reporting period. This reflects growing exposure to CARLYLE SECURED LENDING INC (CGBD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CGBD increasing?

    Institutional interest in CGBD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.