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Barings BDC
BBDC

Overview Fund Activity

108 hedge funds and large institutions have $169M invested in Barings BDC in 2014 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 28 closing their positions.

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
38
Reduced
29
Closed
28
Calls
$4K
Puts
$447K
Net Calls
-$443K
Net Calls Change
+$457K

Top Buyers

1
Invesco
1
Invesco
Georgia
$16.7M
2
CLM
2
ClearBridge LLC (Maryland)
Maryland
$4.84M
3
RCM
3
Rivernorth Capital Management
Florida
$4.27M
4
CIM
4
Confluence Investment Management
Missouri
$7.39M
5
MVP
5
Miller Value Partners
Florida
$3.47M

Top Sellers

1
OCG
1
Opus Capital Group
Ohio
$0
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$594K
3
NC
3
Northpointe Capital
Michigan
$0
4
BTS
4
BB&T Securities
Virginia
$11.8M
5
GIM
5
Greenwich Investment Management
Connecticut
$5.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
76
Bison Wealth
Georgia
$203K +$203K +10,015 New
Creative Planning
77
Creative Planning
Kansas
$140K -$84.7K -4,175 -38%
WRM
78
Westport Resources Management
Connecticut
$114K -$20.1K -992 -15%
CFA
79
Carroll Financial Associates
North Carolina
$111K +$111K +5,100 New
NPC
80
National Planning Corporation
California
$100K +$100K +4,737 New
AIG
81
American International Group
New York
$98.2K -$11K -543 -10%
Deutsche Bank
82
Deutsche Bank
Germany
$93K -$9.12K -453 -9%
QT
83
Quantbot Technologies
New York
$78K +$78K +3,847 New
PI
84
PineBridge Investments
New York
$52K +$52K +2,552 New
BBHC
85
Brown Brothers Harriman & Co
New York
$36K – – –
CCA
86
Catalyst Capital Advisors
New York
$24K +$22.3K +1,080 +1,286%
GWA
87
Genesis Wealth Advisors
Massachusetts
$23.3K +$23.3K +1,000 New
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$20K +$20K +1,000 New
JC
89
JBF Capital
Colorado
$20K +$20K +1,000 New
CFA
90
Camarda Financial Advisors
Florida
$19K +$19K +919 New
NES
91
New England Securities
New York
$16K – – –
FWM
92
Focused Wealth Management
New York
$12K – – –
VIA
93
Vantage Investment Advisors
Pennsylvania
$12K +$12K +567 New
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$10K -$52.4K -2,621 -84%
EARNEST Partners
95
EARNEST Partners
Georgia
$10K – – –
BRWM
96
B. Riley Wealth Management
Tennessee
$8K – – –
Simplex Trading
97
Simplex Trading
Illinois
$8K +$8K +389 New
AWM
98
AllSquare Wealth Management
New York
$8K +$8K +400 New
DADC
99
D.A. Davidson & Co
Montana
$6K – – –
First Manhattan
100
First Manhattan
New York
$4K – – –
2 3
4
5 6