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Barings BDC
BBDC

Overview Fund Activity

198 hedge funds and large institutions have $434M invested in Barings BDC in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+7
Holders Change %
+3.66%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
57
Reduced
61
Closed
18
Calls
$1.24M
Puts
$196K
Net Calls
+$1.04M
Net Calls Change
+$173K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$10.5M
2
HCA
2
Harbor Capital Advisors
Illinois
$7.26M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.9M
4
DA
4
Denali Advisors
California
$1.51M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$1.28M

Top Sellers

1
CCM
1
Callodine Capital Management
Massachusetts
$5.42M
2
AM
2
Ares Management
California
$35.3M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$9.83M
4
UBS Group
4
UBS Group
Switzerland
$8.2M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$7.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
51
Prime Capital Investment Advisors
Kansas
$743K -$11K -1,123 -1%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$724K +$12.5K +1,277 +2%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$722K -$14.7K -1,496 -2%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$709K -$503K -51,296 -41%
VEA
55
Virtus ETF Advisers
New York
$694K -$206K -21,003 -23%
BA
56
Bard Associates
Illinois
$693K -$3.68K -375 -0.5%
Stifel Financial
57
Stifel Financial
Missouri
$628K +$9.97K +1,017 +2%
Northern Trust
58
Northern Trust
Illinois
$579K +$428K +43,709 +285%
WA
59
Waverly Advisors
Alabama
$569K -$60.2K -6,141 -10%
HAG
60
HighPoint Advisor Group
Illinois
$550K -$1.5K -156 -0.3%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$535K +$46.8K +4,772 +10%
SS
62
Sunbelt Securities
Texas
$518K -$126K -12,850 -20%
KAS
63
Kestra Advisory Services
Texas
$518K -$94.6K -9,658 -15%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$450K – – –
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$408K +$30.5K +3,112 +8%
EGA
66
Eagle Global Advisors
Texas
$401K -$1.47K -150 -0.4%
SFA
67
Sequoia Financial Advisors
Ohio
$388K – – –
Creative Planning
68
Creative Planning
Kansas
$388K +$23.8K +2,432 +7%
SPIA
69
Steward Partners Investment Advisory
New York
$372K +$52.7K +5,378 +17%
CW
70
CreativeOne Wealth
Kansas
$365K +$365K +37,236 New
EWA
71
ERTS Wealth Advisors
Michigan
$350K – – –
Lazard Asset Management
72
Lazard Asset Management
New York
$343K +$132K +13,484 +63%
RCM
73
Raleigh Capital Management
North Carolina
$329K -$42.2K -4,304 -11%
PP
74
Paloma Partners
Connecticut
$327K +$327K +33,354 New
CP
75
Castleview Partners
Texas
$314K +$617 +63 +0.2%
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