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Barings BDC

211 hedge funds and large institutions have $393M invested in Barings BDC in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 62 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

14,300% more call options, than puts

Call options by funds: $144K | Put options by funds: $1K

10% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 62

0.08% more ownership

Funds ownership: 45.49%45.57% (+0.08%)

9% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 34

3% less funds holding

Funds holding: 218211 (-7)

11% less capital invested

Capital invested by funds: $439M → $393M (-$46.2M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
211
Holders Change
-7
Holders Change %
-3.21%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
31
Increased
68
Reduced
62
Closed
34
Calls
$144K
Puts
$1K
Net Calls
+$143K
Net Calls Change
-$875K
Name Holding Trade Value Shares
Change
Change in
Stake
XT
76
XTX Topco
Cayman Islands
$266K -$6.35K -724 -2%
PCG
77
Prosperity Consulting Group
Maryland
$266K -$137K -15,608 -33%
WWM
78
Western Wealth Management
Colorado
$265K
WA
79
Waverly Advisors
Alabama
$263K -$1.59K -182 -0.6%
NC
80
nVerses Capital
Florida
$258K +$275K +31,356 New
CAU
81
Caxton Associates (UK)
$250K -$48.5K -5,537 -15%
AFP
82
Ausdal Financial Partners
Iowa
$246K -$5.93K -677 -2%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$246K -$3.83K -437 -1%
EFS
84
Essex Financial Services
Connecticut
$245K +$9.44K +1,077 +4%
EGA
85
Eagle Global Advisors
Texas
$245K
Creative Planning
86
Creative Planning
Kansas
$241K +$19.1K +2,182 +8%
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$240K -$2.88K -329 -1%
SPC
88
Sigma Planning Corp
Michigan
$239K -$10.8K -1,235 -4%
SS
89
Sunbelt Securities
Texas
$238K -$77.4K -8,832 -23%
SCM
90
Sunbeam Capital Management
Georgia
$233K
Ameriprise
91
Ameriprise
Minnesota
$226K +$8.8K +1,004 +4%
WS
92
Wedbush Securities
California
$225K +$19.7K +2,245 +9%
AO
93
Advisor OS
Illinois
$224K +$238K +27,181 New
ET
94
Entropy Technologies
New York
$211K +$225K +25,647 New
GAM
95
Gotham Asset Management
New York
$206K
Cerity Partners
96
Cerity Partners
New York
$204K +$108K +12,366 +100%
TCM
97
Triumph Capital Management
Colorado
$201K
SI
98
Stephens Inc
Arkansas
$193K -$5.41K -617 -3%
BL
99
BFSG LLC
California
$191K +$10.4K +1,185 +5%
AIM
100
Advyzon Investment Management
Illinois
$190K +$54.7K +6,237 +37%