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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 %
MML Investors Services
51
MML Investors Services
Massachusetts
$709K +$709K +76,198 New
VEA
52
Virtus ETF Advisers
New York
$699K +$198K +21,317 +40%
Canada Life
53
Canada Life
Manitoba, Canada
$689K -$72K -7,741 -9%
BA
54
Bard Associates
Illinois
$661K – – –
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$638K +$446K +47,918 +231%
Stifel Financial
56
Stifel Financial
Missouri
$632K +$42.1K +4,530 +7%
SS
57
Sunbelt Securities
Texas
$608K -$11.5K -1,240 -2%
RG
58
Retirement Group
California
$586K +$763 +82 +0.1%
KAS
59
Kestra Advisory Services
Texas
$581K +$205K +21,997 +54%
Citadel Advisors
60
Citadel Advisors
Florida
$578K +$578K +62,199 New
WA
61
Waverly Advisors
Alabama
$569K +$569K +61,200 New
AWM
62
Apollon Wealth Management
South Carolina
$518K -$27.9K -3,002 -5%
HF
63
HRT Financial
New York
$496K +$496K +53,377 New
DTL
64
Dynamic Technology Lab
Singapore
$491K +$491K +52,811 New
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$488K +$13.9K +1,493 +3%
TI
66
Trexquant Investment
Connecticut
$470K +$470K +50,495 New
WAM
67
WNY Asset Management
New York
$470K -$188K -20,261 -29%
DM
68
Deerfield Management
New York
$463K +$463K +49,821 New
QC
69
Quadrature Capital
United Kingdom
$454K +$165K +17,771 +57%
SG Americas Securities
70
SG Americas Securities
New York
$454K +$454K +48,774 New
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$449K -$56K -6,023 -11%
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
$445K -$192K -20,681 -30%
Lido Advisors
73
Lido Advisors
California
$390K +$155K +16,700 +66%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$371K -$46.2K -4,960 -11%
SFA
75
Sequoia Financial Advisors
Ohio
$370K – – –
1 2
3
4 5