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Barings BDC

217 hedge funds and large institutions have $495M invested in Barings BDC in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 64 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

2% more funds holding

Funds holding: 212217 (+5)

1.55% more ownership

Funds ownership: 46.21%47.76% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more call options, than puts

Call options by funds: $26K | Put options by funds: $26K

9% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 70

7% less capital invested

Capital invested by funds: $530M → $495M (-$35M)

Holders
217
Holders Change
+5
Holders Change %
+2.36%
% of All Funds
3.66%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
45
Increased
64
Reduced
70
Closed
36
Calls
$26K
Puts
$26K
Net Calls
Net Calls Change
+$63K
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
101
Foresight Wealth Management
Utah
$255K -$4.84K -477 -2%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$251K +$1.56K +154 +0.6%
SBIA
103
Sheaff Brock Investment Advisors
Indiana
$244K +$266K +26,194 New
AWA
104
Arkadios Wealth Advisors
Georgia
$243K -$78.5K -7,739 -23%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$239K -$420K -41,354 -62%
KA
106
Kovack Advisors
Florida
$239K -$28.5K -2,810 -10%
WS
107
Wedbush Securities
California
$232K +$30.4K +3,000 +14%
CP
108
Castleview Partners
Texas
$231K -$273K -26,891 -67%
IA
109
IFP Advisors
Florida
$229K
BRWA
110
B. Riley Wealth Advisors
Florida
$229K +$50.7K +5,000 +26%
OIA
111
OneDigital Investment Advisors
Kansas
$225K -$39.5K -3,889 -14%
AWA
112
Arete Wealth Advisors
Illinois
$218K +$105K +10,347 +81%
SF
113
Symphony Financial
Texas
$208K
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$207K +$44.3K +4,363 +24%
FIA
115
Foundations Investment Advisors
Arizona
$201K -$5.59K -551 -3%
BCI
116
Brinker Capital Investments
Pennsylvania
$197K +$215K +21,141 New
ECM
117
ExodusPoint Capital Management
New York
$195K +$212K +20,937 New
FFN
118
Focus Financial Network
Minnesota
$194K +$211K +20,800 New
Envestnet Asset Management
119
Envestnet Asset Management
Illinois
$187K +$204K +20,106 New
AIM
120
Axiom Investment Management
New York
$186K +$101K +10,000 +100%
SWP
121
Stratos Wealth Partners
Ohio
$185K +$13K +1,285 +7%
AF
122
Allworth Financial
California
$183K
CAGAS
123
Capital Advisory Group Advisory Services
Minnesota
$179K
LNC
124
Lincoln National Corp
Pennsylvania
$175K +$191K +18,834 New
RG
125
Retirement Group
California
$171K +$87.7K +8,642 +89%

BBDC Hedge Fund Activity: Q2 2022 in Review

217 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Barings BDC (BBDC) for Q2 2022, worth a combined $495M — down 6.6% from $530M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BBDC positions and 36 closed out — a net gain of 9 holders — while 64 added to existing stakes and 70 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $16.7M. The largest seller was Ares Management, cutting an estimated $5.18M.

  • 217 institutional investors held Barings BDC (BBDC) as of Q2 2022, up from 212 in Q1 2022.
  • Funds reported $495M of Barings BDC stock for Q2 2022, down 6.6% quarter-over-quarter.
  • 45 funds opened new Barings BDC positions in Q2 2022 and 36 closed out, a net change of +9 holders.
  • The largest Barings BDC buyer in Q2 2022 was Rivernorth Capital Management, an estimated $16.7M added.
  • The largest Barings BDC seller in Q2 2022 was Ares Management, an estimated $5.18M sold.

Based on aggregated 13F filings for Q2 2022.