Institutional Ownership
Carlyle Credit Income Fund
CUSIP 92535C104SHS BEN INTCCIFQ1 2026
13D / 13G Filings
28
Schedule 13D/13G on record
Beneficial Filers
8
Distinct reporting persons
Largest Stake
41.0%
Max % of class reported
Institutional Holders
33
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
28 filings · latest Nov 14, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 14, 2024 | Eagle Point Credit Management LLC | 13G/A | 4.9% | 636.5K | SEC |
| 2 | Sep 3, 2024 | Eagle Point Credit Management LLC | 13G | 7.9% | 1.20M | SEC |
| 3 | Apr 24, 2024 | Relative Value Partners Group, LLC | 13G/A | — | 15.5K | SEC |
| 4 | Feb 12, 2024 | Relative Value Partners Group, LLC | 13G | 6.8% | 140.7K | SEC |
| 5 | Feb 12, 2024 | Bulldog Investors, LLP | 13D/A | 2.3% | — | SEC |
| 6 | Jan 29, 2024 | Saba Capital Management, L.P. | 13G/A | — | — | SEC |
| 7 | Dec 5, 2023 | Thomas J. Herzfeld Advisors, Inc. | 13G/A | 4.4% | 511.1K | SEC |
| 8 | Sep 14, 2023 | Carlyle Group Inc. | 13D/A | 41.0% | 4.79M | SEC |
| 9 | Aug 30, 2023 | Carlyle Group Inc. | 13D/A | 33.8% | 3.52M | SEC |
| 10 | Aug 16, 2023 | Thomas J. Herzfeld Advisors, Inc. | 13G | 10.3% | 1.07M | SEC |
18 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Carlyle Credit Income Fund.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 584.2K | $1.88M |
| 2 | Bulldog Investors, LLP | 219.7K | $705.1K |
| 3 | Hancock Whitney Corp | 217.3K | $697.7K |
| 4 | Almitas Capital LLC | 157.7K | $506.2K |
| 5 | Eagle Point Credit Management LLC | 155.4K | $498.8K |
| 6 | Thomas J. Herzfeld Advisors, Inc. | 126.2K | $405.2K |
| 7 | Gatepass Capital, LLC | 68.0K | $218.3K |
| 8 | Cetera Investment Advisers | 57.1K | $183.3K |
| 9 | Belpointe Asset Management LLC | 55.1K | $176.7K |
| 10 | Melfa Wealth Management, Inc. | 53.0K | $170.0K |