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Barings BDC
BBDC

Overview Fund Activity

209 hedge funds and large institutions have $437M invested in Barings BDC in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
76
Reduced
52
Closed
26
Calls
$1.02M
Puts
$68K
Net Calls
+$952K
Net Calls Change
+$1.11M

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$7.41M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$7.8M
3
PIWA
3
Prevail Innovative Wealth Advisors
Kansas
$2.5M
4
FGAM
4
Financial Gravity Asset Management
Texas
$1.64M
5
Bank of America
5
Bank of America
North Carolina
$6.53M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$5.01M
2
C
2
Cliffwater
California
$981K
3
AC
3
Almitas Capital
California
$105K
4
UBS Group
4
UBS Group
Switzerland
$14.7M
5
PFMU
5
Privium Fund Management (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$3.29M +$152K +17,013 +5%
Millennium Management
27
Millennium Management
New York
$3.15M +$406K +45,616 +15%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$3.09M +$136K +15,272 +5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.78M -$419K -47,019 -13%
PIWA
30
Prevail Innovative Wealth Advisors
Kansas
$2.5M +$2.5M +280,225 New
LPL Financial
31
LPL Financial
California
$2.44M +$326K +36,568 +15%
MC
32
Muzinich & Co
New York
$2.29M +$11.2K +1,256 +0.5%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$2.28M – – –
Skandinaviska Enskilda Banken (SEB)
34
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.13M – – –
CCM
35
Condor Capital Management
New Jersey
$1.99M +$230K +25,862 +13%
FGAM
36
Financial Gravity Asset Management
Texas
$1.64M +$1.55M +252,079 +1,693%
GA
37
GraniteShares Advisors
New York
$1.59M +$61K +6,850 +4%
BAMF
38
BI Asset Management Fondsmaeglerselskab
Denmark
$1.5M +$42K +4,711 +3%
MCM
39
McKinley Capital Management
Alaska
$1.46M -$85.3K -9,578 -6%
RJA
40
Raymond James & Associates
Florida
$1.43M +$131K +14,659 +10%
Tudor Investment Corp
41
Tudor Investment Corp
Connecticut
$1.35M +$1.35M +151,209 New
LSV Asset Management
42
LSV Asset Management
Illinois
$1.25M +$1.25M +140,500 New
PI
43
Putnam Investments
Massachusetts
$1.04M +$134K +15,047 +15%
Goldman Sachs
44
Goldman Sachs
New York
$999K +$999K +112,168 New
RP
45
Riverbridge Partners
Minnesota
$988K +$124K +13,878 +14%
C
46
Cliffwater
California
$981K -$7.22M -810,665 -88%
PCIA
47
Prime Capital Investment Advisors
Kansas
$977K -$15.7K -1,759 -2%
HighTower Advisors
48
HighTower Advisors
Illinois
$925K -$38.6K -4,333 -4%
AGM
49
Alpine Global Management
New York
$913K +$913K +102,500 New
AWM
50
AE Wealth Management
Kansas
$880K -$232K -25,941 -21%
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