Carlyle Credit Income Fund
CCIF- Exchange
- NYSE
- SEC CIK
- 0001517767
No open-market purchases or sales by Carlyle Credit Income Fund insiders were filed in the last 90 days; 29 institutions reported holding it in 13F filings for Q2 2026, worth $9.34M in total; no superinvestor holds it.
Other share classesCCID
13F holders, Q4 2023
Institutional positions in Carlyle Credit Income Fund as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 23
- −1 vs. Q3 2023
- Shares held
- 1.65M
- −678.1K (−29.1%) vs. Q3 2023
- Total value
- $13.1M
- −$5.93M (−31.1%) vs. Q3 2023
- New holders
- 4
- 5 more added
- Sold out
- 5
- 9 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CCIF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 29 | $9.34M |
| Q1 2026 | 32 | $10.1M |
| Q4 2025 | 38 | $13.8M |
| Q3 2025 | 27 | $13.3M |
| Q2 2025 | 27 | $12.9M |
| Q1 2025 | 26 | $12.2M |
| Q4 2024 | 24 | $11.2M |
| Q3 2024 | 19 | $10.1M |
| Q2 2024 | 22 | $8.14M |
| Q1 2024 | 22 | $9.52M |
| Q4 2023 | 23 | $13.1M |
| Q3 2023 | 25 | $23.4M |
| Q2 2023 | 38 | $57.9M |
| Q1 2023 | 38 | $61.8M |
| Q4 2022 | 44 | $57.4M |
| Q3 2022 | 43 | $55.9M |
| Q2 2022 | 41 | $57.8M |
| Q1 2022 | 36 | $57.7M |
| Q4 2021 | 36 | $52.1M |
| Q3 2021 | 40 | $54.2M |
| Q2 2021 | 38 | $56.7M |
| Q1 2021 | 40 | $53.3M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Carlyle Credit Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 0 | $4 | 0.00% | −1−100.0% | Reduced |
| CWM, LLC | 182 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 860 | $6.84K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,022 | $79.7K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 12,262 | $95.9K | 0.00% | +12,262 | New |
| Koshinski Asset Management, Inc. | 16,417 | $130.5K | 0.02% | −12,657−43.5% | Reduced |
| HighTower Advisors, LLC | 17,916 | $142.0K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 22,584 | $179.5K | 0.17% | +397+1.8% | Added |
| Centaurus Financial, Inc. | 22,709 | $181.0K | 0.01% | +22,709 | New |
| Sea Otter Advisors LLC | 25,000 | $198.8K | 0.19% | +25,000 | New |
| Advisor Group Holdings, Inc. | 31,270 | $248.5K | 0.00% | +11,136+55.3% | Added |
| Financial Network Wealth Advisors LLC | 31,757 | $252.5K | 0.27% | +31,757 | New |
| TownSquare Capital, LLC | 31,807 | $252.9K | 0.00% | −595−1.8% | Reduced |
| Almitas Capital LLC | 35,291 | $280.6K | 0.10% | −71,006−66.8% | Reduced |
| Morgan Stanley | 55,451 | $440.8K | 0.00% | +50,220+960.0% | Added |
| Access Financial Services, Inc. | 69,620 | $553.5K | 0.29% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 70,609 | $561.3K | 0.01% | +628+0.9% | Added |
| Cetera Advisor Networks LLC | 104,265 | $828.9K | 0.00% | −15,138−12.7% | Reduced |
| Relative Value Partners Group, LLC | 140,666 | $1.12M | 0.07% | −327,745−70.0% | Reduced |
| Bulldog Investors, LLP | 160,899 | $1.28M | 0.42% | −66,344−29.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 165,815 | $1.32M | 0.01% | +115,194+227.6% | Added |
| Envestnet Asset Management Inc | 249,636 | $1.98M | 0.00% | −7,092−2.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 374,200 | $2.97M | 1.09% | −409,279−52.2% | Reduced |
| CSS LLC | 0 | $0 | 0.00% | −35,616−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −358−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Terrapin Asset Management, LLC | – | – | – | – | Not filed |