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Barings BDC
BBDC

Overview Fund Activity

203 hedge funds and large institutions have $414M invested in Barings BDC in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-6
Holders Change %
-2.87%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
60
Reduced
68
Closed
32
Calls
$1.42M
Puts
$567K
Net Calls
+$851K
Net Calls Change
-$101K

Top Buyers

1
Invesco
1
Invesco
Georgia
$8.41M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.51M
3
PFMU
3
Privium Fund Management (UK)
United Kingdom
$1.53M
4
VanEck Associates
4
VanEck Associates
New York
$14.5M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$4.41M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
UBS Group
2
UBS Group
Switzerland
$9.5M
3
Millennium Management
3
Millennium Management
New York
$0
4
CCM
4
Callodine Capital Management
Massachusetts
$18.3M
5
Bank of America
5
Bank of America
North Carolina
$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
26
Neuberger Berman Group
New York
$2.71M -$270K -31,419 -9%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.58M -$95.5K -11,129 -4%
PIWA
28
Prevail Innovative Wealth Advisors
Kansas
$2.46M +$58.6K +6,826 +2%
MC
29
Muzinich & Co
New York
$2.19M -$10.8K -1,256 -0.5%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$2.19M – – –
LPL Financial
31
LPL Financial
California
$2.18M -$164K -19,079 -7%
CCM
32
Condor Capital Management
New Jersey
$2.07M +$160K +18,596 +8%
Skandinaviska Enskilda Banken (SEB)
33
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.05M – – –
RA
34
Royce & Associates
New York
$1.85M -$1.64M -191,594 -47%
Tudor Investment Corp
35
Tudor Investment Corp
Connecticut
$1.84M +$538K +62,715 +41%
FGAM
36
Financial Gravity Asset Management
Texas
$1.76M +$87.9K +14,051 +5%
BAMF
37
BI Asset Management Fondsmaeglerselskab
Denmark
$1.6M +$159K +18,513 +11%
PFMU
38
Privium Fund Management (UK)
United Kingdom
$1.53M +$1.53M +174,400 New
MCM
39
McKinley Capital Management
Alaska
$1.39M -$18.1K -2,115 -1%
RJA
40
Raymond James & Associates
Florida
$1.28M -$94.4K -11,003 -7%
LSV Asset Management
41
LSV Asset Management
Illinois
$1.21M – – –
AWM
42
AE Wealth Management
Kansas
$1.09M +$192K +21,006 +21%
Goldman Sachs
43
Goldman Sachs
New York
$1.02M +$61.6K +7,184 +6%
AGM
44
Alpine Global Management
New York
$987K +$107K +12,500 +12%
C
45
Cliffwater
California
$972K +$27.8K +3,235 +3%
PCIA
46
Prime Capital Investment Advisors
Kansas
$854K -$86.6K -10,095 -9%
HighTower Advisors
47
HighTower Advisors
Illinois
$846K -$43.3K -5,050 -5%
HAG
48
HighPoint Advisor Group
Illinois
$815K +$815K +90,305 New
Ameriprise
49
Ameriprise
Minnesota
$777K +$38.8K +4,525 +5%
Canada Life
50
Canada Life
Manitoba, Canada
$696K -$69.3K -8,148 -9%
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