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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 %
JF
51
Jump Financial
Illinois
$622K +$622K +72,530 New
BA
52
Bard Associates
Illinois
$610K +$6.68K +778 +1%
WAM
53
WNY Asset Management
New York
$607K -$43.5K -5,075 -7%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$588K +$171K +19,894 +41%
SS
55
Sunbelt Securities
Texas
$572K -$7.06K -823 -1%
Stifel Financial
56
Stifel Financial
Missouri
$544K -$14K -1,634 -3%
RG
57
Retirement Group
California
$540K +$89.2K +10,399 +20%
WG
58
Winton Group
United Kingdom
$504K +$140K +16,275 +38%
AWM
59
Apollon Wealth Management
South Carolina
$503K +$19K +2,212 +4%
SFG
60
StrategIQ Financial Group
Indiana
$476K -$3.43K -400 -0.7%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$466K -$7.06K -824 -1%
VEA
62
Virtus ETF Advisers
New York
$462K -$140K -16,295 -23%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$438K +$169K +19,705 +63%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$418K -$399K -46,476 -49%
FFN
65
Focus Financial Network
Minnesota
$386K +$168K +19,575 +77%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$385K -$29.4K -3,425 -7%
RCM
67
Raleigh Capital Management
North Carolina
$351K +$2.81K +327 +0.8%
KAS
68
Kestra Advisory Services
Texas
$347K +$179K +20,917 +107%
SFA
69
Sequoia Financial Advisors
Ohio
$341K +$341K +39,794 New
EWA
70
ERTS Wealth Advisors
Michigan
$340K – – –
GC
71
Guggenheim Capital
Illinois
$322K +$22.5K +2,624 +8%
YIH
72
Y-Intercept (HK)
Hong Kong
$308K +$81K +9,441 +36%
CP
73
Castleview Partners
Texas
$304K +$35K +4,080 +13%
ACM
74
Aquatic Capital Management
Illinois
$302K +$175K +20,400 +138%
MM
75
MQS Management
New York
$301K +$301K +35,062 New
1 2
3
4 5