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Barings BDC
BBDC

Overview Fund Activity

204 hedge funds and large institutions have $444M invested in Barings BDC in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-13
Holders Change %
-5.99%
% of All Funds
3.53%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
29
Increased
60
Reduced
66
Closed
36
Calls
$16K
Puts
$32K
Net Calls
-$16K
Net Calls Change
-$16K

Top Buyers

1
PMG
1
Private Management Group
California
$9.3M
2
RCM
2
Rivernorth Capital Management
Florida
$37.9M
3
BlackRock
3
BlackRock
New York
$7.41M
4
CCM
4
Callodine Capital Management
Massachusetts
$19.6M
5
BI
5
Bulldog Investors
New Jersey
$2.22M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$3.78M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$3.1M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.44M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.48M
5
CLG
5
Cooperman Leon G
$21.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
101
Newbridge Financial Services Group
Florida
$216K +$82.1K +9,916 +61%
CC
102
Claybrook Capital
Massachusetts
$209K +$83.9K +10,140 +67%
Fisher Asset Management
103
Fisher Asset Management
Washington
$203K -$66.3K -8,012 -25%
OIA
104
OneDigital Investment Advisors
Kansas
$200K -$8 -1 -0%
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$194K +$61K +7,384 +46%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$193K -$66K -7,966 -25%
KA
107
Kovack Advisors
Florida
$193K -$19.5K -2,352 -9%
ECM
108
ExodusPoint Capital Management
New York
$193K +$19.5K +2,354 +11%
AWM
109
Apollon Wealth Management
South Carolina
$191K +$191K +23,081 New
VIA
110
Virtus Investment Advisers
Connecticut
$190K +$190K +23,017 New
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$183K +$16.5K +1,989 +10%
BCI
112
Brinker Capital Investments
Pennsylvania
$175K – – –
Creative Planning
113
Creative Planning
Kansas
$174K +$174K +21,018 New
T
114
TRUADVICE
Florida
$171K -$594K -66,958 -78%
FWM
115
Foresight Wealth Management
Utah
$170K -$56.9K -6,871 -25%
TSWM
116
Tyler-Stone Wealth Management
Ohio
$170K +$26.5K +3,195 +18%
RFN
117
Redwood Financial Network
Ohio
$169K +$64.6K +7,824 +62%
AIM
118
Axiom Investment Management
New York
$166K – – –
FIA
119
Foundations Investment Advisors
Arizona
$165K -$12.3K -1,484 -7%
KAS
120
Kestra Advisory Services
Texas
$164K -$120K -14,586 -42%
RA
121
RFG Advisory
Alabama
$163K -$221K -24,614 -58%
Northern Trust
122
Northern Trust
Illinois
$161K +$32.7K +3,975 +26%
BAM
123
Belpointe Asset Management
Nevada
$157K +$67.7K +8,242 +76%
LNC
124
Lincoln National Corp
Pennsylvania
$156K – – –
AF
125
Allworth Financial
California
$155K -$7.27K -881 -4%
3 4
5
6 7