Who Owns Carlyle Credit Income Fund Stock?
NYSE: CCIFFinanceFinance/Investors ServicesUSD
At close: Oct 8, 3:59 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 39.77%
- Held by insiders
- 0.46%
- Institutional holders
- 34
- Institutions 39.8%
- Insiders 0.5%
- Public and other 59.8%
Who owns Carlyle Credit Income Fund stock?
Institutional investors own about 39.8% of Carlyle Credit Income Fund's shares, spread across 34 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.46% of CCIF.
The largest institutional holders are Cambridge Investment Research Advisors Inc. (5.56%), Morgan Stanley (2.62%) and J.W. Cole Advisors, Inc. (1.47%). Together, the top 10 institutions control 14.3% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their CCIF positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of CCIF
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Cambridge Investment Research Advisors Inc. | 1.19M | 5.56% | +7.3% |
| Morgan Stanley | 560.66K | 2.62% | -4.0% |
| J.W. Cole Advisors, Inc. | 313.77K | 1.47% | +100.0% |
| Herzfeld (Thomas J.) Advisors, Inc | 263.40K | 1.23% | +108.7% |
| Hancock Whitney Corp | 217.35K | 1.02% | 0.0% |
| Eagle Point Credit Management, LLC | 186.21K | 0.87% | +19.8% |
| Almitas Capital LLC | 157.69K | 0.74% | 0.0% |
| Belpointe Asset Management LLC | 61.05K | 0.29% | +10.9% |
| Cetera Investment Advisers | 54.19K | 0.25% | -5.1% |
| Melfa Wealth Management, Inc. | 52.97K | 0.25% | 0.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of CCIF
| Fund | Shares | % Held |
|---|---|---|
| Herzfeld Caribbean Basin Fund, Inc.-Herzfeld Credit Income Fund Inc | 263.40K | 1.23% |
Frequently asked questions
Who is the largest shareholder of Carlyle Credit Income Fund?
Cambridge Investment Research Advisors Inc. is the largest institutional shareholder of CCIF, owning 5.56% of shares outstanding (1.19M shares) as of its latest 13F filing.
What percentage of Carlyle Credit Income Fund is owned by institutions?
Institutions own about 39.8% of CCIF shares and 39.9% of the public float.
How much of Carlyle Credit Income Fund do insiders own?
Insiders, such as officers and directors, own about 0.46% of CCIF shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.