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Barings BDC
BBDC

Overview Fund Activity

217 hedge funds and large institutions have $422M invested in Barings BDC in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 68 reducing their positions, and 25 closing their positions.

Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.47%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
25
Increased
71
Reduced
68
Closed
25
Calls
$104K
Puts
$607K
Net Calls
-$503K
Net Calls Change
-$533K

Top Buyers

1
PMG
1
Private Management Group
California
$18.7M
2
Millennium Management
2
Millennium Management
New York
$6.92M
3
BI
3
Bulldog Investors
New Jersey
$3.96M
4
GA
4
GraniteShares Advisors
New York
$1.38M
5
CS
5
Credit Suisse
Switzerland
$1.22M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$12.5M
2
C
2
Cliffwater
California
$10.1M
3
AM
3
Ares Management
California
$34.8M
4
CAM
4
Concorde Asset Management
Michigan
$0
5
BlackRock
5
BlackRock
New York
$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
76
Copperleaf Capital
North Carolina
$355K +$189K +23,829 +114%
MWC
77
MBM Wealth Consultants
Missouri
$349K – – –
SW
78
SteelPeak Wealth
California
$341K +$151K +19,000 +79%
RG
79
Retirement Group
California
$334K +$147K +18,511 +79%
XT
80
XTX Topco
Cayman Islands
$267K -$225K -28,336 -46%
CW
81
CreativeOne Wealth
Kansas
$264K +$1.65K +207 +0.6%
PRS
82
Pinkerton Retirement Specialists
Idaho
$263K +$7.26K +914 +3%
FFN
83
Focus Financial Network
Minnesota
$252K +$9.44K +1,189 +4%
WS
84
Wedbush Securities
California
$248K +$11.3K +1,429 +5%
GWM
85
Geneos Wealth Management
Colorado
$246K -$7.08K -891 -3%
CRC
86
Curi RMB Capital
Illinois
$233K – – –
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$226K -$97.7K -12,307 -30%
NFSG
88
Newbridge Financial Services Group
Florida
$220K -$22.4K -2,819 -9%
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$216K -$32.7K -4,123 -13%
APW
90
Aurora Private Wealth
New Jersey
$216K +$1.55K +195 +0.7%
Northern Trust
91
Northern Trust
Illinois
$212K +$74.8K +9,420 +54%
Fisher Asset Management
92
Fisher Asset Management
Washington
$212K +$19.6K +2,464 +10%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$211K -$68.3K -8,616 -24%
SBIA
94
Sheaff Brock Investment Advisors
Indiana
$208K +$56 +7 +0%
SWM
95
SeaCrest Wealth Management
New York
$205K -$54.7K -6,883 -21%
TCA
96
Transcend Capital Advisors
New Jersey
$202K -$63.5K -8,000 -24%
CC
97
Claybrook Capital
Massachusetts
$201K – – –
CAM
98
Cresset Asset Management
Illinois
$198K +$4.92K +620 +3%
KA
99
Kovack Advisors
Florida
$191K +$318 +40 +0.2%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$188K +$4.6K +578 +3%
2 3
4
5 6