Carlyle Secured Lending, Inc.: which funds bought and sold
Institutions that bought and sold Carlyle Secured Lending shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 59 institutions that filed 13F reports for both quarters added to or opened positions in Carlyle Secured Lending, and 65 cut or closed them. Together they added a net 1.1M shares, +4.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 114K shares (+7.7%); index fund managers were net sellers of 6,612 shares (−2.3%). 16 opened a new position and 25 sold out entirely.
Bought, Q2 2026 59 institutions, 16 of them new holders Sold, Q2 2026 65 institutions, 25 of them sold out
Net change, all compared +1.1M shares (+4.1%)
Net change, active managers +114K shares (+7.7%), 4 bought, 10 sold
Buyers versus sellers
59 bought 39 65 sold
Active managers and hedge funds 4 bought · 10 sold · +114K
Index fund managers 0 bought · 1 sold · −6,612
Other institutions 55 bought · 54 sold · +945K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Lalia Capital, LLC | +927K New position | 927K | $9.8M |
| Diameter Capital Partners LP Hedge fund | +508K New position | 508K | $5.4M |
| Caz Investments LP | +505K +2523.3% | 525K | $5.5M |
| Van Eck Associates Corp | +436K +33.2% | 1.7M | $18.4M |
| Russell Investments Group, Ltd. | +283K +48.3% | 871K | $9.2M |
| Arax Advisory Partners | +275K +144.6% | 466K | $4.9M |
| Ares Management LLC | +232K +96.7% | 472K | $5M |
| North Ground Capital | +228K +59.0% | 616K | $6.5M |
| Callodine Capital Management, LP | +225K New position | 225K | $2.4M |
| Park Avenue Securities LLC | +188K New position | 188K | $2M |
| Morgan Stanley | +164K +6.2% | 2.8M | $29.5M |
| UBS Group AG | +159K +12.8% | 1.4M | $14.7M |
| Xtx Topco Ltd | +100K +268.5% | 137K | $1.4M |
| Citadel Advisors LLC Hedge fund | +77K New position | 77K | $813,895 |
| Apollon Wealth Management, LLC | +67K New position | 67K | $705,299 |
| Janney Montgomery Scott LLC | +61K +353.0% | 78K | $825,000 |
| Steward Partners Investment Advisory, LLC | +53K +111.0% | 101K | $1.1M |
| Palliser Capital (UK) Ltd | +46K New position | 46K | $481,253 |
| Wcg Wealth Advisors LLC | +43K +22.9% | 229K | $2.4M |
| Novare Capital Management LLC | +36K +14.3% | 287K | $3M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Diameter Capital Partners LP Hedge fund | +508K New position | 508K | $5.4M |
| Citadel Advisors LLC Hedge fund | +77K New position | 77K | $813,895 |
| Quantbot Technologies LP Hedge fund | +19K +4818.6% | 19K | $200,955 |
| Balyasny Asset Management L.P. Hedge fund | +9,925 +13.7% | 82K | $867,546 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Rivernorth Capital Management, LLC | −1.3M Sold out | 0 | — |
| Focus Partners Wealth | −305K Sold out | 0 | — |
| Bi Asset Management Fondsmaeglerselskab A/S | −230K −81.4% | 52K | $553,000 |
| Toronto Dominion Bank | −187K −41.5% | 263K | $2.8M |
| Two Sigma Investments, LP Hedge fund | −182K −28.9% | 449K | $4.7M |
| Millennium Management LLC Hedge fund | −180K Sold out | 0 | — |
| Y-Intercept (Hong Kong) Ltd | −151K Sold out | 0 | — |
| Creative Planning | −145K −4.5% | 3.1M | $32.5M |
| Lansforsakringar Fondforvaltning AB (Publ) | −135K Sold out | 0 | — |
| Corient Private Wealth LP | −132K −75.5% | 43K | $451,759 |
| Invesco Ltd. | −126K −9.6% | 1.2M | $12.5M |
| Fifth Third Bancorp | −80K −80.6% | 19K | $203,482 |
| Pension & Wealth Management Advisors, Inc. | −66K −87.2% | 9,665 | $101,781 |
| Hightower Advisors, LLC | −47K −23.8% | 150K | $1.6M |
| Alpine Global Management, LLC | −44K −38.2% | 71K | $752,853 |
| Avior Wealth Management, LLC | −43K Sold out | 0 | — |
| Brevan Howard Capital Management LP Hedge fund | −38K Sold out | 0 | — |
| Zions Bancorporation, National Association | −38K −26.0% | 109K | $1.1M |
| Truemark Investments, LLC | −33K Sold out | 0 | — |
| Choreo, LLC | −27K −1.9% | 1.4M | $14.3M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Two Sigma Investments, LP Hedge fund | −182K −28.9% | 449K | $4.7M |
| Millennium Management LLC Hedge fund | −180K Sold out | 0 | — |
| Brevan Howard Capital Management LP Hedge fund | −38K Sold out | 0 | — |
| Schonfeld Strategic Advisors LLC Hedge fund | −25K Sold out | 0 | — |
| Fisher Asset Management, LLC Active manager | −23K Sold out | 0 | — |
| Trexquant Investment LP Hedge fund | −20K Sold out | 0 | — |
| Caxton Associates LLP Hedge fund | −15K Sold out | 0 | — |
| Squarepoint Ops LLC Hedge fund | −11K Sold out | 0 | — |
| Neuberger Berman Group LLC Active manager | −6,144 −8.6% | 65K | $686,103 |
| AQR Capital Management LLC Hedge fund | −518 −1.3% | 41K | $428,287 |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Lalia Capital, LLC | 927K | $9.8M |
| Diameter Capital Partners LPHedge fund | 508K | $5.4M |
| Callodine Capital Management, LP | 225K | $2.4M |
| Park Avenue Securities LLC | 188K | $2M |
| Citadel Advisors LLCHedge fund | 77K | $813,895 |
| Apollon Wealth Management, LLC | 67K | $705,299 |
| Palliser Capital (UK) Ltd | 46K | $481,253 |
| Jane Street Group, LLC | 30K | $313,825 |
| Cascade Financial Partners, LLC | 25K | $259,249 |
| Cerity Partners LLC | 20K | $213,031 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Rivernorth Capital Management, LLC | 1.3M | $13.9M |
| Focus Partners Wealth | 305K | $3.3M |
| Millennium Management LLCHedge fund | 180K | $2M |
| Y-Intercept (Hong Kong) Ltd | 151K | $1.7M |
| Lansforsakringar Fondforvaltning AB (Publ) | 135K | $1.5M |
| Avior Wealth Management, LLC | 43K | $470,934 |
| Brevan Howard Capital Management LPHedge fund | 38K | $418,182 |
| Truemark Investments, LLC | 33K | $359,740 |
| Schonfeld Strategic Advisors LLCHedge fund | 25K | $274,767 |
| Susquehanna International Group, LLP | 23K | $254,082 |
Who holds the shares
- Institutions reporting
- 141
- Ten largest holders
- 55.6% of 13F-reported shares
- Index fund managers
- 1.0% of 13F-reported shares
- Active managers and hedge funds
- 6.0% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 4 | 10 | 2 | 7 | +114K | +7.7% |
| Index fund managers | 0 | 1 | 0 | 0 | −6,612 | −2.3% |
| Other institutions | 55 | 54 | 14 | 18 | +945K | +4.0% |
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