CARLYLE CREDIT INCOME FUND (CCIF) Institutional Shareholders

CARLYLE CREDIT INCOME FUND (CCIF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $5.93M in CCIF holdings during the latest filing period.

Morgan Stanley is currently the largest disclosed institutional shareholder of CCIF tracked by InsiderSet, reporting ownership valued at approximately $1.56M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.39M, representing an estimated loss of -11.11% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed CCIF value among the investors covered in this analysis. Major shareholders include Morgan Stanley, J.W. Cole Advisors, Inc., Thomas J. Herzfeld Advisors, Inc., and several other long-term asset managers with concentrated positions in CARLYLE CREDIT INCOME FUND (CCIF).

This page ranks the largest institutional CCIF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

28

Total Reported Value

$5.93M

Largest Holder

Morgan Stanley

Largest Position

$1.56M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

41

Funds Exiting Positions

1

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Morgan Stanley0.00%560,658$1,564,237$1,390,432-$173,805-11.11%
J.W. Cole Advisors, Inc.0.02%313,770$875,418$778,150-$97,268-11.11%
Thomas J. Herzfeld Advisors, Inc.0.23%263,404$734,897$653,242-$81,655-11.11%
Hancock Whitney Corp0.01%217,347$606,398$539,021-$67,377-11.11%
Eagle Point Credit Management Llc0.78%186,212$519,531$461,806-$57,725-11.11%
Almitas Capital Llc0.11%157,685$439,941$391,059-$48,882-11.11%
Belpointe Asset Management Llc0.01%61,053$170,338$151,411-$18,927-11.11%
Cetera Investment Advisers0.00%54,188$151,183$134,386-$16,797-11.11%
Melfa Wealth Management, Inc.0.08%52,974$147,796$131,376-$16,420-11.11%
Cura Wealth Advisors, Llc0.04%35,721$99,662$88,588-$11,074-11.11%
Xtx Topco Ltd0.00%30,435$84,914$75,479-$9,435-11.11%
Citadel Advisors Llc0.00%30,153$84,127$74,779-$9,348-11.11%
Blackrock, Inc.0.00%26,205$73,112$64,988-$8,124-11.11%
Harbour Investments, Inc.0.00%24,892$69,448$61,732-$7,716-11.11%
Jane Street Group, Llc0.00%17,301$48,270$42,906-$5,364-11.11%
Pasadena Private Wealth, Llc0.01%17,000$47,430$42,160-$5,270-11.11%
Osaic Holdings, Inc.0.00%15,280$42,631$37,894-$4,737-11.11%
Lpl Financial Llc0.00%14,761$41,184$36,607-$4,577-11.11%
Freestate Advisors Llc0.03%13,633$38,037$33,810-$4,227-11.11%
Wedbush Securities Inc0.00%11,918$33,000$29,557-$3,443-10.43%
Two Sigma Securities, Llc0.00%10,392$28,994$25,772-$3,222-11.11%
Cwm, Llc0.00%5,676$18,220$14,076-$4,144-22.74%
Chung Wu Investment Group, Llc0.00%2,000$5,580$4,960-$620-11.11%
Cambridge Investment Research Advisors, Inc.0.01%1,188,599$3,316$2,947,726+$2,944,410+88794.01%
Ubs Group Ag0.00%291$812$722-$90-11.12%
Tower Research Capital Llc (Trc)0.00%30$84$74-$10-11.43%
Wells Fargo & Company/Mn0.00%1$4$2-$2-38.00%
Rockefeller Capital Management L.P.0.00%1$3$2-$1-17.33%
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Frequently asked questions about CCIF

  • Who owns the most CCIF stock?

    The largest holders of CCIF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CARLYLE CREDIT INCOME FUND (CCIF).

  • Is CCIF widely held by superinvestors?

    Many widely followed stocks like CCIF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CCIF is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.