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Barings BDC
BBDC

Overview Fund Activity

191 hedge funds and large institutions have $427M invested in Barings BDC in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-10
Holders Change %
-4.98%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
63
Reduced
55
Closed
31
Calls
$1.11M
Puts
$242K
Net Calls
+$867K
Net Calls Change
-$270K

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$12.6M
2
VanEck Associates
2
VanEck Associates
New York
$20.8M
3
Franklin Resources
3
Franklin Resources
California
$2.26M
4
HCA
4
Harbor Capital Advisors
Illinois
$2.9M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.17M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
CCM
2
Callodine Capital Management
Massachusetts
$9.5M
3
GAA
3
Global Assets Advisory
Florida
$0
4
Wells Fargo
4
Wells Fargo
California
$4.12M
5
BI
5
Bulldog Investors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
76
Arkadios Wealth Advisors
Georgia
$282K +$83.3K +8,565 +42%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$282K +$49.5K +5,092 +21%
GWM
78
Geneos Wealth Management
Colorado
$271K -$9.62K -989 -3%
WS
79
Wedbush Securities
California
$267K -$4.87K -500 -2%
FFA
80
Farther Finance Advisors
California
$257K – – –
Goldman Sachs
81
Goldman Sachs
New York
$252K +$252K +25,930 New
ACM
82
Aquatic Capital Management
Illinois
$251K +$93.4K +9,600 +59%
CC
83
Centiva Capital
New York
$244K +$244K +25,069 New
TCM
84
Triumph Capital Management
Colorado
$237K -$632 -65 -0.3%
AFP
85
Ausdal Financial Partners
Iowa
$233K +$2.76K +284 +1%
TCA
86
Transcend Capital Advisors
New Jersey
$226K -$22.4K -2,300 -9%
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$221K +$2.38K +245 +1%
Lazard Asset Management
88
Lazard Asset Management
New York
$209K +$209K +21,540 New
FFS
89
Founders Financial Securities
Maryland
$207K +$24.5K +2,517 +13%
BL
90
BFSG LLC
California
$204K – – –
Group One Trading
91
Group One Trading
Illinois
$200K +$196K +20,100 +4,685%
CCA
92
Cobblestone Capital Advisors
New York
$198K -$10 -1 -0%
FFN
93
Focus Financial Network
Minnesota
$195K -$18.3K -1,799 -9%
PA
94
PFG Advisors
Arizona
$194K +$16.1K +1,651 +9%
FIA
95
Foundations Investment Advisors
Arizona
$193K – – –
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$190K +$97 +10 +0.1%
SWM
97
SeaCrest Wealth Management
New York
$187K +$11.7K +1,200 +7%
AF
98
Allworth Financial
California
$186K – – –
RFN
99
Redwood Financial Network
Ohio
$181K – – –
CAGAS
100
Capital Advisory Group Advisory Services
Minnesota
$178K +$4.87K +500 +3%
2 3
4
5 6