BBDC icon

Barings BDC
BBDC

Overview Fund Activity

197 hedge funds and large institutions have $882M invested in Barings BDC in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 25 closing their positions.

Holders
197
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
67
Reduced
54
Closed
25
Calls
$718K
Puts
$66K
Net Calls
+$652K
Net Calls Change
-$388K

Top Buyers

1
CAM
1
Cresset Asset Management
Illinois
$16.5M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$451M
3
Wells Fargo
3
Wells Fargo
California
$6.75M
4
FGC
4
Financial Gravity Companies
Texas
$2.9M
5
IA
5
Icon Advisers
Colorado
$2.58M

Top Sellers

1
NWM
1
Nicola Wealth Management
British Columbia, Canada
$0
2
UBS Group
2
UBS Group
Switzerland
$5.48M
3
CCM
3
Callodine Capital Management
Massachusetts
$2.87M
4
RA
4
Royce & Associates
New York
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$5.4M
Name Market Value Shares Shares
Change 		Shares
Change %
VEA
51
Virtus ETF Advisers
New York
$781K 81,557 +10,758 +15%
Lido Advisors
52
Lido Advisors
California
$720K 75,235 -25,403 -25%
Canada Life
53
Canada Life
Manitoba, Canada
$718K 75,056 -6,440 -8%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$716K 74,839 +993 +1%
KAS
55
Kestra Advisory Services
Texas
$662K 69,132 +16,252 +31%
Northern Trust
56
Northern Trust
Illinois
$661K 69,075 +10,033 +17%
BA
57
Bard Associates
Illinois
$652K 68,175 -2,500 -4%
PCIA
58
Prime Capital Investment Advisors
Kansas
$642K 67,042 -8,725 -12%
HAG
59
HighPoint Advisor Group
Illinois
$599K 59,143 +1,754 +3%
AWM
60
Apollon Wealth Management
South Carolina
$537K 56,157 -23,661 -30%
WA
61
Waverly Advisors
Alabama
$517K 54,049 -4,002 -7%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$516K 53,905 -667 -1%
Marshall Wace
63
Marshall Wace
United Kingdom
$505K 52,729 -77,971 -60%
SS
64
Sunbelt Securities
Texas
$504K 52,883 – –
MML Investors Services
65
MML Investors Services
Massachusetts
$485K 50,694 +40,618 +403%
Lazard Asset Management
66
Lazard Asset Management
New York
$459K 47,979 +12,955 +37%
ACM
67
Aquatic Capital Management
Illinois
$427K 44,667 +44,667 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$404K 42,275 +701 +2%
SPIA
69
Steward Partners Investment Advisory
New York
$378K 39,478 +1,565 +4%
CW
70
CreativeOne Wealth
Kansas
$361K 37,732 +496 +1%
Millennium Management
71
Millennium Management
New York
$358K 37,364 +26,794 +253%
SFA
72
Sequoia Financial Advisors
Ohio
$355K 37,069 -2,490 -6%
Creative Planning
73
Creative Planning
Kansas
$352K 36,755 -2,797 -7%
LSV Asset Management
74
LSV Asset Management
Illinois
$345K 36,100 -151,400 -81%
EWA
75
ERTS Wealth Advisors
Michigan
$342K 35,726 – –
1 2
3
4 5