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Barings BDC
BBDC

Overview Fund Activity

201 hedge funds and large institutions have $446M invested in Barings BDC in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 66 reducing their positions, and 27 closing their positions.

Holders
201
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
57
Reduced
66
Closed
27
Calls
$1.5M
Puts
$367K
Net Calls
+$1.14M
Net Calls Change
+$286K

Top Buyers

1
GAA
1
Global Assets Advisory
Florida
$6.04M
2
LA
2
LM Advisors
California
$2.65M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$9.37M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$7.81M
5
VanEck Associates
5
VanEck Associates
New York
$16.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.2M
2
Wells Fargo
2
Wells Fargo
California
$8.21M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$11.7M
4
FGAM
4
Financial Gravity Asset Management
Texas
$184K
5
AM
5
Ares Management
California
$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
76
Guggenheim Capital
Illinois
$370K +$20.7K +2,221 +6%
QT
77
Quantbot Technologies
New York
$369K +$238K +25,609 +181%
Creative Planning
78
Creative Planning
Kansas
$350K +$39.1K +4,207 +13%
EWA
79
ERTS Wealth Advisors
Michigan
$345K -$24.1K -2,586 -7%
RCM
80
Raleigh Capital Management
North Carolina
$341K -$40K -4,296 -10%
CAN
81
Cetera Advisor Networks
California
$339K +$107K +11,486 +46%
YIH
82
Y-Intercept (HK)
Hong Kong
$339K +$5.22K +561 +2%
Millennium Management
83
Millennium Management
New York
$334K +$334K +35,874 New
CP
84
Castleview Partners
Texas
$331K +$1.51K +162 +0.5%
CW
85
CreativeOne Wealth
Kansas
$329K +$329K +35,406 New
P
86
&Partners
Tennessee
$323K – – –
AWA
87
Arete Wealth Advisors
Illinois
$311K +$1.88K +202 +0.6%
EGA
88
Eagle Global Advisors
Texas
$303K +$74K +7,955 +32%
SPIA
89
Steward Partners Investment Advisory
New York
$291K +$65.7K +7,061 +29%
CA
90
Cetera Advisors
Colorado
$289K +$193K +20,728 +200%
CRC
91
Curi RMB Capital
Illinois
$273K – – –
GWM
92
Geneos Wealth Management
Colorado
$268K – – –
WS
93
Wedbush Securities
California
$259K +$2.21K +238 +0.9%
PIA
94
Panoramic Investment Advisors
Colorado
$247K -$30.6K -3,285 -11%
FFA
95
Farther Finance Advisors
California
$244K – – –
SBIA
96
Sheaff Brock Investment Advisors
Indiana
$244K – – –
TCA
97
Transcend Capital Advisors
New Jersey
$237K – – –
KF
98
Krilogy Financial
Missouri
$229K -$6.85K -736 -3%
TCM
99
Triumph Capital Management
Colorado
$225K -$27.7K -2,998 -11%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$222K -$1.66K -178 -0.7%
2 3
4
5 6