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Barings BDC
BBDC

Overview Fund Activity

212 hedge funds and large institutions have $530M invested in Barings BDC in 2022 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 57 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+98
Holders Change %
+85.96%
% of All Funds
3.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
111
Increased
57
Reduced
19
Closed
11
Calls
$23K
Puts
$86K
Net Calls
-$63K
Net Calls Change
-$63K

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$24.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$7.61M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$9.84M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.6M
5
AM
5
Ares Management
California
$55.3M

Top Sellers

1
CCP
1
Clough Capital Partners
Massachusetts
$4.59M
2
UBS Group
2
UBS Group
Switzerland
$23M
3
BlackRock
3
BlackRock
New York
$3.82M
4
RVPG
4
Relative Value Partners Group
$14.3M
5
CCM
5
Condor Capital Management
New Jersey
$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
76
ERTS Wealth Advisors
Michigan
$535K +$535K +51,712 New
SFP
77
Strategic Financial Partners
Oregon
$535K +$535K +51,742 New
BJL
78
Brighton Jones LLC
Washington
$524K +$8.51K +824 +2%
Allianz Asset Management
79
Allianz Asset Management
Germany
$514K +$130K +12,549 +34%
Fisher Asset Management
80
Fisher Asset Management
Washington
$502K +$502K +48,525 New
VEA
81
Virtus ETF Advisers
New York
$479K +$134K +12,968 +39%
KAS
82
Kestra Advisory Services
Texas
$475K +$475K +45,963 New
Truist Financial
83
Truist Financial
North Carolina
$450K -$266K -25,705 -37%
RA
84
RFG Advisory
Alabama
$447K +$447K +43,232 New
WP
85
WealthPLAN Partners
Nebraska
$447K +$447K +43,921 New
WIM
86
WealthPlan Investment Management
Nebraska
$447K +$447K +43,921 New
NF
87
NTB Financial
Colorado
$442K +$442K +42,713 New
AWM
88
Axxcess Wealth Management
California
$417K +$417K +40,345 New
CP
89
Castleview Partners
Texas
$413K +$413K +39,968 New
VF
90
Virtu Financial
New York
$393K +$393K +38,037 New
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$391K +$391K +37,840 New
BFM
92
Boothbay Fund Management
New York
$386K – – –
HKIMG
93
Hutchens & Kramer Investment Management Group
Indiana
$373K – – –
APW
94
Aurora Private Wealth
New Jersey
$362K +$362K +34,981 New
AWA
95
Arkadios Wealth Advisors
Georgia
$350K +$350K +33,865 New
MWC
96
MBM Wealth Consultants
Missouri
$317K +$317K +30,634 New
TI
97
Trexquant Investment
Connecticut
$312K +$312K +30,133 New
CRC
98
Curi RMB Capital
Illinois
$304K – – –
TSS
99
Two Sigma Securities
New York
$298K +$298K +28,854 New
KA
100
Kovack Advisors
Florida
$294K +$294K +28,488 New
2 3
4
5 6