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Barings BDC
BBDC

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

909% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 11

200% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 19

86% more funds holding

Funds holding: 114 → 212 (+98)

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

14% more capital invested

Capital invested by funds: $465M → $530M (+$65.1M)

18.37% less ownership

Funds ownership: 64.58% → 46.21% (-18%)

73% less call options, than puts

Call options by funds: $23K | Put options by funds: $86K

Holders
212
Holders Change
+98
Holders Change %
+85.96%
% of All Funds
3.34%
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

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$11.3M
2
Osaic Holdings
Osaic Holdings
Arizona
+$7.47M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$6.85M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.72M
5
AM
Ares Management
California
+$6.64M

Top Sellers

Rank Fund Capital Flow
1
CCP
Clough Capital Partners
Massachusetts
-$3.82M
2
UBS Group
UBS Group
Switzerland
-$3.41M
3
BlackRock
BlackRock
New York
-$1.42M
4
RVPG
Relative Value Partners Group
-$748K
5
CCM
Condor Capital Management
New Jersey
-$437K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
76
ERTS Wealth Advisors
Michigan
$535K +$555K +51,712 New
SFP
77
Strategic Financial Partners
Oregon
$535K +$555K +51,742 New
BJL
78
Brighton Jones LLC
Washington
$524K +$8.84K +824 +2%
Allianz Asset Management
79
Allianz Asset Management
Germany
$514K +$135K +12,549 +34%
Fisher Asset Management
80
Fisher Asset Management
Washington
$502K +$520K +48,525 New
VEA
81
Virtus ETF Advisers
New York
$479K +$139K +12,968 +39%
KAS
82
Kestra Advisory Services
Texas
$475K +$493K +45,963 New
Truist Financial
83
Truist Financial
North Carolina
$450K -$276K -25,705 -37%
RA
84
RFG Advisory
Alabama
$447K +$464K +43,232 New
WIM
85
WealthPlan Investment Management
Nebraska
$447K +$471K +43,921 New
WP
86
WealthPLAN Partners
Nebraska
$447K +$471K +43,921 New
NF
87
NTB Financial
Colorado
$442K +$458K +42,713 New
AWM
88
Axxcess Wealth Management
California
$417K +$433K +40,345 New
CP
89
Castleview Partners
Texas
$413K +$429K +39,968 New
VF
90
Virtu Financial
New York
$393K +$408K +38,037 New
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$391K +$406K +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 +$375K +34,981 New
AWA
95
Arkadios Wealth Advisors
Georgia
$350K +$363K +33,865 New
MWC
96
MBM Wealth Consultants
Missouri
$317K +$329K +30,634 New
TI
97
Trexquant Investment
Connecticut
$312K +$323K +30,133 New
CRC
98
Curi RMB Capital
Illinois
$304K – – –
TSS
99
Two Sigma Securities
New York
$298K +$309K +28,854 New
KA
100
Kovack Advisors
Florida
$294K +$306K +28,488 New
2 3
4
5 6

BBDC Hedge Fund Activity: Q1 2022 in Review

212 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Barings BDC (BBDC) for Q1 2022, worth a combined $530M — up 14% from $465M a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new BBDC positions and 11 closed out — a net gain of 100 holders — while 57 added to existing stakes and 19 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $11.3M. The largest seller was Clough Capital Partners, cutting an estimated $3.82M.

  • 212 institutional investors held Barings BDC (BBDC) as of Q1 2022, up from 114 in Q4 2021.
  • Funds reported $530M of Barings BDC stock for Q1 2022, up 14% quarter-over-quarter.
  • 111 funds opened new Barings BDC positions in Q1 2022 and 11 closed out, a net change of +100 holders.
  • The largest Barings BDC buyer in Q1 2022 was Rivernorth Capital Management, an estimated $11.3M added.
  • The largest Barings BDC seller in Q1 2022 was Clough Capital Partners, an estimated $3.82M sold.

Based on aggregated 13F filings for Q1 2022.