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Barings BDC
BBDC

Overview Fund Activity

82 hedge funds and large institutions have $377M invested in Barings BDC in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
14
Increased
20
Reduced
25
Closed
13
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$108K

Top Buyers

1
DCM
1
Dimension Capital Management
Florida
$13.9M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$2.91M
3
UBS Group
3
UBS Group
Switzerland
$26.3M
4
CS
4
Credit Suisse
Switzerland
$1.54M
5
VanEck Associates
5
VanEck Associates
New York
$4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$229K
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$18.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$720K
4
Millennium Management
4
Millennium Management
New York
$3.43M
5
MC
5
Muzinich & Co
New York
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
51
StrategIQ Financial Group
Indiana
$190K – – –
MIG
52
Mariner Investment Group
New York
$190K – – –
Canada Life
53
Canada Life
Manitoba, Canada
$169K +$169K +16,581 New
Bank of America
54
Bank of America
North Carolina
$164K -$16.9K -1,639 -9%
Victory Capital Management
55
Victory Capital Management
Texas
$152K +$58.1K +5,648 +62%
AIM
56
Aigen Investment Management
New York
$131K +$131K +12,776 New
BW
57
Bison Wealth
Georgia
$130K -$24.4K -2,386 -16%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$115K +$115K +11,224 New
WSTAM
59
Wilbanks Smith & Thomas Asset Management
Virginia
$113K – – –
SBIA
60
Sheaff Brock Investment Advisors
Indiana
$104K – – –
BWP
61
Baldwin Wealth Partners
Massachusetts
$102K +$102K +9,910 New
Citigroup
62
Citigroup
New York
$80K – – –
FIA
63
FNY Investment Advisers
New York
$51K -$55.6K -5,455 -52%
FPFS
64
First Personal Financial Services
North Carolina
$51K – – –
TRCT
65
Tower Research Capital (TRC)
New York
$36K +$28.5K +2,782 +380%
GWM
66
Geneos Wealth Management
Colorado
$23K – – –
CFA
67
Carroll Financial Associates
North Carolina
$10K – – –
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
EARNEST Partners
69
EARNEST Partners
Georgia
$5K – – –
PCA
70
Providence Capital Advisors
North Carolina
$5K +$5K +500 New
AG
71
Advisor Group
Arizona
$4K -$1.89K -193 -32%
TI
72
tru Independence
Oregon
$4K +$4K +500 New
Simplex Trading
73
Simplex Trading
Illinois
$2K -$1.88K -234 -48%
US Bancorp
74
US Bancorp
Minnesota
$2K – – –
APA
75
American Portfolios Advisors
New York
$1.03K – – –
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