Barings BDC
BBDC
201 hedge funds and large institutions have $446M invested in Barings BDC in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 66 reducing their positions, and 27 closing their positions.
310% more call options, than puts
Call options by funds: $1.5M | Put options by funds: $367K
8% more capital invested
Capital invested by funds: $414M → $446M (+$31.6M)
7% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 27
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.84% less ownership
Funds ownership: 45.19% → 44.35% (-0.84%)
1% less funds holding
Funds holding: 203 → 201 (-2)
14% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$2.06M |
| 2 |
Two Sigma Advisers
New York
|
+$1.36M |
| 3 |
LA
LM Advisors
San Diego,
California
|
+$1.16M |
| 4 |
VanEck Associates
New York
|
+$1.15M |
| 5 |
SGCA
Steel Grove Capital Advisors
Memphis,
Tennessee
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.95M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.24M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$2.54M |
| 4 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$2.37M |
| 5 |
AM
Ares Management
Los Angeles,
California
|
-$2.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IPW
226
Impact Partnership Wealth
Marietta,
Georgia
| – | -$1.52K | -177 | Closed |
|
|
FWM
227
Focused Wealth Management
Newburgh,
New York
| – | -$60 | -7 | Closed |
|
228
Fidelity Investments
Boston,
Massachusetts
| – | -$9 | -1 | Closed |
|
BBDC Hedge Fund Activity: Q1 2024 in Review
201 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Barings BDC (BBDC) for Q1 2024, worth a combined $446M — up 7.6% from $414M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new BBDC positions and 27 closed out — a net gain of 2 holders — while 57 added to existing stakes and 66 trimmed.
The largest buyer was Two Sigma Investments, adding an estimated $2.06M. The largest seller was Morgan Stanley, cutting an estimated $3.95M.
- 201 institutional investors held Barings BDC (BBDC) as of Q1 2024, down from 203 in Q4 2023.
- Funds reported $446M of Barings BDC stock for Q1 2024, up 7.6% quarter-over-quarter.
- 29 funds opened new Barings BDC positions in Q1 2024 and 27 closed out, a net change of +2 holders.
- The largest Barings BDC buyer in Q1 2024 was Two Sigma Investments, an estimated $2.06M added.
- The largest Barings BDC seller in Q1 2024 was Morgan Stanley, an estimated $3.95M sold.
Based on aggregated 13F filings for Q1 2024.