BBDC icon

Barings BDC
BBDC

Overview Fund Activity

203 hedge funds and large institutions have $414M invested in Barings BDC in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-6
Holders Change %
-2.87%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
60
Reduced
68
Closed
32
Calls
$1.42M
Puts
$567K
Net Calls
+$851K
Net Calls Change
-$101K

Top Buyers

1
Invesco
1
Invesco
Georgia
$8.41M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.51M
3
PFMU
3
Privium Fund Management (UK)
United Kingdom
$1.53M
4
VanEck Associates
4
VanEck Associates
New York
$14.5M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$4.41M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
UBS Group
2
UBS Group
Switzerland
$9.5M
3
Millennium Management
3
Millennium Management
New York
$0
4
CCM
4
Callodine Capital Management
Massachusetts
$18.3M
5
Bank of America
5
Bank of America
North Carolina
$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
76
&Partners
Tennessee
$298K +$298K +34,750 New
CPIG
77
Chicago Partners Investment Group
Illinois
$292K +$292K +32,425 New
Creative Planning
78
Creative Planning
Kansas
$287K -$199K -23,193 -41%
AWA
79
Arete Wealth Advisors
Illinois
$286K – – –
QC
80
Quadrature Capital
United Kingdom
$266K -$77K -8,975 -22%
PIA
81
Panoramic Investment Advisors
Colorado
$256K -$9.31K -1,085 -4%
CAM
82
Cresset Asset Management
Illinois
$254K +$5.02K +585 +2%
CRC
83
Curi RMB Capital
Illinois
$252K – – –
GWM
84
Geneos Wealth Management
Colorado
$247K – – –
CC
85
Copperleaf Capital
North Carolina
$241K -$85.9K -10,012 -26%
WS
86
Wedbush Securities
California
$237K -$9.59K -1,119 -4%
TCM
87
Triumph Capital Management
Colorado
$235K – – –
AFP
88
Ausdal Financial Partners
Iowa
$231K -$4.45K -519 -2%
FFA
89
Farther Finance Advisors
California
$227K – – –
SBIA
90
Sheaff Brock Investment Advisors
Indiana
$225K – – –
NFSG
91
Newbridge Financial Services Group
Florida
$219K -$11.8K -1,370 -5%
TCA
92
Transcend Capital Advisors
New Jersey
$219K – – –
KF
93
Krilogy Financial
Missouri
$218K -$61K -7,111 -22%
Lido Advisors
94
Lido Advisors
California
$217K +$217K +25,255 New
CAN
95
Cetera Advisor Networks
California
$214K +$6.51K +759 +3%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$213K -$5.78K -672 -3%
EGA
97
Eagle Global Advisors
Texas
$212K +$9.87K +1,150 +5%
SPIA
98
Steward Partners Investment Advisory
New York
$208K +$84.1K +9,799 +68%
Fisher Asset Management
99
Fisher Asset Management
Washington
$206K -$1.67K -194 -0.8%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$206K +$14K +1,628 +7%
2 3
4
5 6