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Barings BDC
BBDC

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
57
Reduced
66
Closed
27
Calls
$1.5M
Puts
$367K
Net Calls
+$1.14M
Net Calls Change
+$286K

Top Buyers

1
GAA
1
Global Assets Advisory
Florida
$6.04M
2
LA
2
LM Advisors
California
$2.65M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$9.37M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$7.81M
5
VanEck Associates
5
VanEck Associates
New York
$16.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.2M
2
Wells Fargo
2
Wells Fargo
California
$8.21M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$11.7M
4
FGAM
4
Financial Gravity Asset Management
Texas
$184K
5
AM
5
Ares Management
California
$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
26
Neuberger Berman Group
New York
$3.12M +$186K +20,050 +6%
BI
27
Bulldog Investors
New Jersey
$2.85M -$1.97M -212,130 -41%
PIWA
28
Prevail Innovative Wealth Advisors
Kansas
$2.82M +$148K +15,953 +6%
BAMF
29
BI Asset Management Fondsmaeglerselskab
Denmark
$2.76M +$1.02M +110,037 +59%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.7M -$92.6K -9,953 -3%
LA
31
LM Advisors
California
$2.65M +$2.65M +126,542 New
LPL Financial
32
LPL Financial
California
$2.64M +$278K +29,840 +12%
CCM
33
Condor Capital Management
New Jersey
$2.41M +$157K +16,931 +7%
Skandinaviska Enskilda Banken (SEB)
34
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.23M – – –
MC
35
Muzinich & Co
New York
$2.19M – – –
RA
36
Royce & Associates
New York
$2M – – –
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$1.79M -$585K -62,921 -25%
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$1.64M -$350K -37,667 -18%
MCM
39
McKinley Capital Management
Alaska
$1.45M -$58.2K -6,263 -4%
LSV Asset Management
40
LSV Asset Management
Illinois
$1.31M – – –
SGCA
41
Steel Grove Capital Advisors
Tennessee
$1.08M +$1.08M +116,098 New
C
42
Cliffwater
California
$1.05M – – –
JF
43
Jump Financial
Illinois
$964K +$289K +31,083 +43%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$917K +$756K +81,307 +471%
RJA
45
Raymond James & Associates
Florida
$915K -$475K -51,033 -34%
HAG
46
HighPoint Advisor Group
Illinois
$881K -$4.45K -454 -0.5%
HighTower Advisors
47
HighTower Advisors
Illinois
$826K -$92K -9,889 -10%
Ameriprise
48
Ameriprise
Minnesota
$821K -$20.7K -2,227 -2%
HCA
49
Harbor Capital Advisors
Illinois
$742K +$742K +79,792 New
PCIA
50
Prime Capital Investment Advisors
Kansas
$714K -$212K -22,754 -23%
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