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Barings BDC
BBDC

Overview Fund Activity

210 hedge funds and large institutions have $405M invested in Barings BDC in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 29 closing their positions.

Holders
210
Holders Change
-7
Holders Change %
-3.23%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
24
Increased
58
Reduced
71
Closed
29
Calls
$20K
Puts
$176K
Net Calls
-$156K
Net Calls Change
+$347K

Top Buyers

1
PMG
1
Private Management Group
California
$23.2M
2
AC
2
Almitas Capital
California
$5.07M
3
CCM
3
Callodine Capital Management
Massachusetts
$19.4M
4
Bank of America
4
Bank of America
North Carolina
$4.54M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$3.75M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$28.2M
2
Millennium Management
2
Millennium Management
New York
$2.42M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$10.1M
5
C
5
Cliffwater
California
$7.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$269K 34,304 +7,691 +29%
WS
77
Wedbush Securities
California
$264K 33,735 +2,461 +8%
CW
78
CreativeOne Wealth
Kansas
$259K 32,974 -244 -0.7%
CP
79
Castleview Partners
Texas
$246K 31,322 -14,284 -31%
CRC
80
Curi RMB Capital
Illinois
$230K 29,372 – –
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$230K 29,301 +890 +3%
SW
82
SteelPeak Wealth
California
$227K 29,000 -14,000 -33%
GWM
83
Geneos Wealth Management
Colorado
$226K 28,811 -2,183 -7%
FFN
84
Focus Financial Network
Minnesota
$224K 28,585 -3,098 -10%
CAM
85
Cresset Asset Management
Illinois
$223K 28,472 +3,547 +14%
YIH
86
Y-Intercept (HK)
Hong Kong
$222K 28,318 +28,318 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$219K 27,962 +4,333 +18%
Creative Planning
88
Creative Planning
Kansas
$218K 27,846 -28,570 -51%
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$216K 27,506 +262 +1%
AFP
90
Ausdal Financial Partners
Iowa
$215K 27,440 -35,883 -57%
TCM
91
Triumph Capital Management
Colorado
$215K 27,429 +27,429 New
PRS
92
Pinkerton Retirement Specialists
Idaho
$211K 26,970 -6,116 -18%
FFA
93
Farther Finance Advisors
California
$207K 26,458 +26,458 New
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$207K 26,411 +6,197 +31%
SBIA
95
Sheaff Brock Investment Advisors
Indiana
$205K 26,201 – –
NFSG
96
Newbridge Financial Services Group
Florida
$201K 25,651 -1,995 -7%
TCA
97
Transcend Capital Advisors
New Jersey
$200K 25,498 – –
KA
98
Kovack Advisors
Florida
$199K 25,374 +1,339 +6%
CC
99
Claybrook Capital
Massachusetts
$198K 25,255 – –
SWM
100
SeaCrest Wealth Management
New York
$195K 24,873 -943 -4%
2 3
4
5 6