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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$848K 95,195 -4,407 -4%
Canada Life
52
Canada Life
Manitoba, Canada
$802K 89,937 +1,036 +1%
Ameriprise
53
Ameriprise
Minnesota
$766K 86,006 +21,113 +33%
WAM
54
WNY Asset Management
New York
$676K 75,830 +9,615 +15%
BA
55
Bard Associates
Illinois
$626K 70,272 – –
VEA
56
Virtus ETF Advisers
New York
$625K 70,128 +25,965 +59%
SS
57
Sunbelt Securities
Texas
$601K 67,488 -2,828 -4%
Stifel Financial
58
Stifel Financial
Missouri
$580K 65,061 +12,944 +25%
Creative Planning
59
Creative Planning
Kansas
$504K 56,611 +28,765 +103%
AWM
60
Apollon Wealth Management
South Carolina
$503K 56,469 +11,072 +24%
SFG
61
StrategIQ Financial Group
Indiana
$498K 55,880 -14,450 -21%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$492K 55,179 +4,916 +10%
RG
63
Retirement Group
California
$468K 52,562 +10,471 +25%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$433K 48,615 +600 +1%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$430K 48,256 +6,599 +16%
Mariner
66
Mariner
Kansas
$409K 45,895 -9,595 -17%
WG
67
Winton Group
United Kingdom
$379K 42,513 +42,513 New
PA
68
PFG Advisors
Arizona
$378K 42,373 -11,915 -22%
CA
69
Cetera Advisors
Colorado
$373K 41,810 -18,884 -31%
ECM
70
ExodusPoint Capital Management
New York
$363K 40,770 +21,492 +111%
RCM
71
Raleigh Capital Management
North Carolina
$362K 40,623 +310 +0.8%
QC
72
Quadrature Capital
United Kingdom
$357K 40,029 +20,479 +105%
Northern Trust
73
Northern Trust
Illinois
$356K 39,989 +5,022 +14%
EWA
74
ERTS Wealth Advisors
Michigan
$353K 39,638 – –
CC
75
Copperleaf Capital
North Carolina
$339K 38,066 -5,318 -12%
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3
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