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Of the 4 tracked institutions holding CGBD, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +5.2pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 4 tracked institutional investors we monitor, CGBD (CARLYLE SECURED LENDING INC) is held with a combined value of $5.77M across 527,102 shares. The largest holder is BlackRock, Inc. with a position worth $3.10M. 2 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$5.77M
Total Shares Held
527,102
Institutional Holders
4
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $3.10M | 0.00% | -42.6% |
| 2 | MILLENNIUM MANAGEMENT LLC | $1.96M | 0.00% | +397.7% |
| 3 | AQR CAPITAL MANAGEMENT LLC | $450.63K | 0.00% | -0.7% |
| 4 | Fisher Asset Management, LLC | $250.87K | 0.00% | +2.1% |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of CGBD with a position worth $3.10M, representing 0.00% of their portfolio. In total, 4 institutional investors hold CGBD with a combined value of $5.77M.
Institutional investors hold $5.77M worth of CGBD stock across 4 positions. The largest institutional holder is BlackRock, Inc. with $3.10M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For CGBD, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their CGBD positions.
Last Close
$10.21
2026-07-27
YTD
-12.8%
9% of 52-week range