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Barings BDC
BBDC

Overview Fund Activity

191 hedge funds and large institutions have $427M invested in Barings BDC in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-10
Holders Change %
-4.98%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
63
Reduced
55
Closed
31
Calls
$1.11M
Puts
$242K
Net Calls
+$867K
Net Calls Change
-$270K

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$12.6M
2
VanEck Associates
2
VanEck Associates
New York
$20.8M
3
Franklin Resources
3
Franklin Resources
California
$2.26M
4
HCA
4
Harbor Capital Advisors
Illinois
$2.9M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.17M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
CCM
2
Callodine Capital Management
Massachusetts
$9.5M
3
GAA
3
Global Assets Advisory
Florida
$0
4
Wells Fargo
4
Wells Fargo
California
$4.12M
5
BI
5
Bulldog Investors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
51
Waverly Advisors
Alabama
$625K +$29.1K +2,992 +5%
Stifel Financial
52
Stifel Financial
Missouri
$614K -$47.3K -4,864 -7%
KAS
53
Kestra Advisory Services
Texas
$608K +$603 +62 +0.1%
HAG
54
HighPoint Advisor Group
Illinois
$584K -$328K -32,306 -36%
AWM
55
Apollon Wealth Management
South Carolina
$545K +$2.76K +284 +0.5%
Lido Advisors
56
Lido Advisors
California
$488K +$80.3K +8,250 +20%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$485K +$14.3K +1,468 +3%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$459K -$19.5K -1,952 -4%
YIH
59
Y-Intercept (HK)
Hong Kong
$434K +$79.8K +8,204 +23%
EGA
60
Eagle Global Advisors
Texas
$400K +$82.5K +8,480 +26%
SFA
61
Sequoia Financial Advisors
Ohio
$385K -$2.29K -235 -0.6%
GC
62
Guggenheim Capital
Illinois
$382K -$5.33K -548 -1%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$374K -$13.7K -1,409 -4%
AWM
64
AE Wealth Management
Kansas
$371K +$371K +38,113 New
CIM
65
Cambria Investment Management
California
$370K +$370K +38,047 New
RCM
66
Raleigh Capital Management
North Carolina
$368K +$11.5K +1,186 +3%
Creative Planning
67
Creative Planning
Kansas
$361K -$4.91K -505 -1%
P
68
&Partners
Tennessee
$360K +$21.4K +2,200 +6%
EWA
69
ERTS Wealth Advisors
Michigan
$348K -$12.9K -1,326 -4%
AWA
70
Arete Wealth Advisors
Illinois
$328K +$1.93K +198 +0.6%
SPIA
71
Steward Partners Investment Advisory
New York
$317K +$11.7K +1,200 +4%
CP
72
Castleview Partners
Texas
$311K -$35.2K -3,619 -10%
WAM
73
WNY Asset Management
New York
$310K -$181K -18,645 -37%
AGM
74
Alpine Global Management
New York
$292K +$292K +30,000 New
CRC
75
Curi RMB Capital
Illinois
$286K – – –
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3
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