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Barings BDC
BBDC

221 hedge funds and large institutions have $684M invested in Barings BDC in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 59 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more call options, than puts

Call options by funds: $33K | Put options by funds: $3K

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

54% more capital invested

Capital invested by funds: $444M → $684M (+$240M)

8% more funds holding

Funds holding: 204 → 221 (+17)

0.39% more ownership

Funds ownership: 49.1% → 49.49% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

24% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 78

Holders
221
Holders Change
+17
Holders Change %
+8.33%
% of All Funds
3.55%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
40
Increased
59
Reduced
78
Closed
19
Calls
$33K
Puts
$3K
Net Calls
+$30K
Net Calls Change
+$46K

Top Buyers

Rank Fund Capital Flow
1
CAM
Concorde Asset Management
Michigan
+$1.27M
2
RCM
Rivernorth Capital Management
Florida
+$1.16M
3
BAMF
BI Asset Management Fondsmaeglerselskab
Denmark
+$936K
4
Millennium Management
Millennium Management
New York
+$936K
5
PMG
Private Management Group
California
+$916K

Top Sellers

Rank Fund Capital Flow
1
ZCA
Zeke Capital Advisors
Pennsylvania
-$2.51M
2
ClearBridge Investments
ClearBridge Investments
New York
-$1.93M
3
CCM
Callodine Capital Management
Massachusetts
-$1.43M
4
Goldman Sachs
Goldman Sachs
New York
-$1.01M
5
Citadel Advisors
Citadel Advisors
Florida
-$966K
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
226
ExodusPoint Capital Management
New York
– -$193K -23,291 Closed
VIA
227
Virtus Investment Advisers
Connecticut
– -$190K -23,017 Closed
FWM
228
Foresight Wealth Management
Utah
– -$170K -20,531 Closed
LNC
229
Lincoln National Corp
Pennsylvania
– -$156K -18,834 Closed
BCM
230
Brookstone Capital Management
Illinois
– -$128K -15,883 Closed
WWA
231
WCG Wealth Advisors
Nevada
– -$130K -15,683 Closed
AL
232
ADE LLC
Maryland
– -$124K -14,984 Closed
IAN
233
Integrated Advisors Network
Texas
– -$116K -14,004 Closed
CF
234
Centaurus Financial
California
– -$115K -13,882 Closed
KFS
235
Kelly Financial Services
Massachusetts
– -$48.5K -5,869 Closed
CWA
236
Carolina Wealth Advisors
South Carolina
– -$26K -3,148 Closed
SIC
237
Salem Investment Counselors
North Carolina
– -$10K -1,200 Closed
BCMLT
238
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$10K -1,102 Closed
RDIA
239
RE Dickinson Investment Advisors
Iowa
– -$2K -257 Closed
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
– -$1K -150 Closed
6 7 8 9
10

BBDC Hedge Fund Activity: Q4 2022 in Review

221 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Barings BDC (BBDC) for Q4 2022, worth a combined $684M — up 54% from $444M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BBDC positions and 19 closed out — a net gain of 21 holders — while 59 added to existing stakes and 78 trimmed.

The largest buyer was Concorde Asset Management, adding an estimated $1.27M. The largest seller was Zeke Capital Advisors, exiting entirely with an estimated $2.51M sold.

  • 221 institutional investors held Barings BDC (BBDC) as of Q4 2022, up from 204 in Q3 2022.
  • Funds reported $684M of Barings BDC stock for Q4 2022, up 54% quarter-over-quarter.
  • 40 funds opened new Barings BDC positions in Q4 2022 and 19 closed out, a net change of +21 holders.
  • The largest Barings BDC buyer in Q4 2022 was Concorde Asset Management, an estimated $1.27M added.
  • The largest Barings BDC seller in Q4 2022 was Zeke Capital Advisors, an estimated $2.51M sold.

Based on aggregated 13F filings for Q4 2022.