CGBD

Carlyle Secured Lending INC

-$52.0M

Net Activity

Institutions Holding

157

Popularity Rank

#3474

Avg Weight

0.11%

Total Value

$289.1M

Ownership Trend

157 institutions currently hold CGBD, with 75 net buyers and 72 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

72

Net Buying Institutions

75

Key Holders

View all 157 holding institutions

Quarterly Activity

Recent Activity

+$153.2M

Total Buy Value

$193.2M

Total Sell Value

New buy30
Trim49
Add45
Sold out23

75

Net Buyers

72

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-15
2026-07-15

Carlyle Secured Lending (CGBD) filed an 8-K on July 15, 2026, for a Regulation FD disclosure with Exhibit 99.1. Item 9.01 for financial statements and exhibits was also included, but no specific details were provided. The information is furnished, not filed, so it carries different legal liabilities.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding CARLYLE SECURED LENDING INC (CGBD)?
Major stakeholders currently include Creative Planning ($35.4M), Morgan Stanley ($28.8M), Choreo, LLC ($15.7M). Based on the latest 13F filings, there are a total of 157 tracked investment funds and institutions maintaining positions in CGBD.
What is the overall institutional sentiment toward CGBD recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $52.0M, driven by 75 managers accumulating shares while 72 reduced their exposure.
Which institutions have been selling or reducing their CGBD positions?
In the latest period, 49 funds trimmed their holdings, and 23 managers completely exited their positions. The aggregate reported sell value was $193.2M.
Are there any notable investors adding CGBD to their portfolios?
Yes, buying activity remains notable. 30 institutions opened new positions in {ticker}, and 45 existing holders added to their shares. The total reported buy value for the quarter amounted to $153.2M.

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