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Barings BDC
BBDC

Overview Fund Activity

119 hedge funds and large institutions have $973M invested in Barings BDC in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 14 closing their positions.

Holders
119
Holders Change
+2
Holders Change %
+1.71%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
50
Reduced
27
Closed
14
Calls
$1.43M
Puts
$1.75M
Net Calls
-$322K
Net Calls Change
-$1.34M

Top Buyers

1
AM
1
Ares Management
California
$714M
2
CLM
2
ClearBridge LLC (Maryland)
Maryland
$13M
3
NCM
3
Novare Capital Management
North Carolina
$3.55M
4
MC
4
Muzinich & Co
New York
$34.3M
5
FPFS
5
First Personal Financial Services
North Carolina
$1.91M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$0
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$1.68M
3
SC
3
Scholtz & Company
Connecticut
$0
4
IP
4
Ironsides Partners
Massachusetts
$0
5
RCM
5
Rivernorth Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
101
Whittier Trust
California
$18K – – –
LF
102
Lee Financial
Texas
$18K +$18K +1,000 New
ASN
103
Advisory Services Network
Georgia
$16K +$390 +22 +2%
PSUF
104
People's United Financial
Connecticut
$13K – – –
PCM
105
Penserra Capital Management
California
$13K +$2.95K +170 +29%
PMFA
106
Plante Moran Financial Advisors
Michigan
$11K – – –
FWM
107
Focused Wealth Management
New York
$11K +$124 +7 +1%
EWM
108
Endurance Wealth Management
Rhode Island
$9K – – –
TWA
109
TCI Wealth Advisors
Arizona
$9K – – –
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$9K +$9K +500 New
AIM
111
Anchor Investment Management
South Carolina
$7.05K – – –
HR
112
Howe & Rusling
New York
$6K – – –
AIM
113
Advantage Investment Management
Iowa
$6K +$1.27K +72 +27%
SEI Investments
114
SEI Investments
Pennsylvania
$5K +$5K +300 New
FANJ
115
Financial Architects (New Jersey)
New Jersey
$4K – – –
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
WAM
117
Wealthspire Advisors (Maryland)
Maryland
$1K – – –
IWM
118
IHT Wealth Management
Illinois
$249 +$25 +250 +11%
Two Sigma Investments
119
Two Sigma Investments
New York
– -$5.91M -309,770 Closed
SC
120
Scholtz & Company
Connecticut
– -$2M -105,000 Closed
IP
121
Ironsides Partners
Massachusetts
– -$1.91M -100,000 Closed
RCM
122
Rivernorth Capital Management
Florida
– -$1.47M -76,796 Closed
Goldman Sachs
123
Goldman Sachs
New York
– -$1.33M -69,597 Closed
CA
124
Cetera Advisors
Colorado
– -$291K -15,174 Closed
CS
125
Credit Suisse
Switzerland
– -$239K -12,502 Closed
2 3 4
5
6