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Barings BDC
BBDC

Overview Fund Activity

198 hedge funds and large institutions have $434M invested in Barings BDC in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+7
Holders Change %
+3.66%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
57
Reduced
61
Closed
18
Calls
$1.24M
Puts
$196K
Net Calls
+$1.04M
Net Calls Change
+$173K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$10.5M
2
HCA
2
Harbor Capital Advisors
Illinois
$7.26M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.9M
4
DA
4
Denali Advisors
California
$1.51M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$1.28M

Top Sellers

1
CCM
1
Callodine Capital Management
Massachusetts
$5.42M
2
AM
2
Ares Management
California
$35.3M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$9.83M
4
UBS Group
4
UBS Group
Switzerland
$8.2M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$7.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
76
Jane Street
New York
$307K +$307K +31,298 New
WS
77
Wedbush Securities
California
$293K +$24.9K +2,545 +9%
AWA
78
Arete Wealth Advisors
Illinois
$289K -$41.1K -4,194 -12%
CRC
79
Curi RMB Capital
Illinois
$288K – – –
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$279K -$4.44K -453 -2%
GC
81
Guggenheim Capital
Illinois
$275K -$109K -11,122 -28%
CIM
82
Cambria Investment Management
California
$274K -$99.2K -10,127 -27%
MWM
83
Mindset Wealth Management
Indiana
$265K +$265K +27,031 New
AWA
84
Arkadios Wealth Advisors
Georgia
$262K -$21.9K -2,233 -8%
FFA
85
Farther Finance Advisors
California
$259K – – –
EFS
86
Essex Financial Services
Connecticut
$252K +$252K +25,734 New
GWM
87
Geneos Wealth Management
Colorado
$251K -$21.4K -2,186 -8%
TCM
88
Triumph Capital Management
Colorado
$239K – – –
DTL
89
Dynamic Technology Lab
Singapore
$236K +$236K +24,114 New
AFP
90
Ausdal Financial Partners
Iowa
$235K +$206 +21 +0.1%
TCA
91
Transcend Capital Advisors
New Jersey
$227K – – –
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$225K +$2.5K +255 +1%
BL
93
BFSG LLC
California
$206K – – –
PIA
94
Panoramic Investment Advisors
Colorado
$206K +$206K +21,001 New
SWM
95
SeaCrest Wealth Management
New York
$204K +$16K +1,637 +9%
MFG
96
Merit Financial Group
Georgia
$200K +$200K +20,451 New
FIA
97
Foundations Investment Advisors
Arizona
$194K – – –
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$184K +$46.9K +4,787 +34%
FFS
99
Founders Financial Securities
Maryland
$184K -$24.7K -2,517 -12%
AF
100
Allworth Financial
California
$183K – – –
2 3
4
5 6