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Barings BDC
BBDC

Overview Fund Activity

197 hedge funds and large institutions have $882M invested in Barings BDC in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 25 closing their positions.

Holders
197
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
67
Reduced
54
Closed
25
Calls
$718K
Puts
$66K
Net Calls
+$652K
Net Calls Change
-$388K

Top Buyers

1
CAM
1
Cresset Asset Management
Illinois
$16.5M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$451M
3
Wells Fargo
3
Wells Fargo
California
$6.75M
4
FGC
4
Financial Gravity Companies
Texas
$2.9M
5
IA
5
Icon Advisers
Colorado
$2.58M

Top Sellers

1
NWM
1
Nicola Wealth Management
British Columbia, Canada
$0
2
UBS Group
2
UBS Group
Switzerland
$5.48M
3
CCM
3
Callodine Capital Management
Massachusetts
$2.87M
4
RA
4
Royce & Associates
New York
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$5.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$329K 34,346 +15,561 +83%
AWA
77
Arete Wealth Advisors
Illinois
$328K 34,104 +4,611 +16%
RCM
78
Raleigh Capital Management
North Carolina
$321K 33,581 +45 +0.1%
KWA
79
Kingswood Wealth Advisors
California
$314K 32,792 +32,792 New
WS
80
Wedbush Securities
California
$301K 31,471 +1,530 +5%
CRC
81
Curi RMB Capital
Illinois
$281K 29,372 – –
CIM
82
Cambria Investment Management
California
$273K 28,569 +649 +2%
DTL
83
Dynamic Technology Lab
Singapore
$272K 28,453 +4,339 +18%
EGA
84
Eagle Global Advisors
Texas
$268K 27,970 -12,990 -32%
GC
85
Guggenheim Capital
Illinois
$264K 27,632 -461 -2%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$264K 27,627 -853 -3%
AFP
87
Ausdal Financial Partners
Iowa
$264K 27,606 +3,601 +15%
MWM
88
Mindset Wealth Management
Indiana
$249K 26,031 -1,000 -4%
AWA
89
Arkadios Wealth Advisors
Georgia
$249K 26,025 -727 -3%
EFS
90
Essex Financial Services
Connecticut
$246K 25,741 +7 +0%
TCM
91
Triumph Capital Management
Colorado
$233K 24,366 – –
Connor, Clark & Lunn Investment Management (CC&L)
92
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$226K 23,629 +23,629 New
CPIG
93
Chicago Partners Investment Group
Illinois
$216K 23,101 +8,293 +56%
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$215K 22,449 -475 -2%
GWM
95
Geneos Wealth Management
Colorado
$210K 21,966 -3,670 -14%
CPRC
96
Consolidated Portfolio Review Corp
New York
$203K 21,236 +21,236 New
SWM
97
SeaCrest Wealth Management
New York
$199K 20,806 – –
CP
98
Castleview Partners
Texas
$194K 20,065 -11,943 -37%
BL
99
BFSG LLC
California
$190K 19,880 -1,130 -5%
SI
100
Stephens Inc
Arkansas
$183K 19,133 +1,930 +11%
2 3
4
5 6