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Barings BDC
BBDC

Overview Fund Activity

217 hedge funds and large institutions have $422M invested in Barings BDC in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.47%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
25
Increased
71
Reduced
68
Closed
25
Calls
$104K
Puts
$607K
Net Calls
-$503K
Net Calls Change
-$533K

Top Buyers

1
PMG
1
Private Management Group
California
$18.7M
2
Millennium Management
2
Millennium Management
New York
$6.92M
3
BI
3
Bulldog Investors
New Jersey
$3.96M
4
GA
4
GraniteShares Advisors
New York
$1.38M
5
CS
5
Credit Suisse
Switzerland
$1.22M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$12.5M
2
C
2
Cliffwater
California
$10.1M
3
AM
3
Ares Management
California
$34.8M
4
CAM
4
Concorde Asset Management
Michigan
$0
5
BlackRock
5
BlackRock
New York
$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
101
Arete Wealth Advisors
Illinois
$186K -$52.6K -6,628 -22%
AWM
102
Apollon Wealth Management
South Carolina
$185K -$15.5K -1,949 -8%
HKIMG
103
Hutchens & Kramer Investment Management Group
Indiana
$184K -$26.3K -3,316 -12%
GRP
104
Global Retirement Partners
California
$178K -$8.64K -1,163 -5%
GCP
105
GSA Capital Partners
United Kingdom
$177K +$177K +22,333 New
GIM
106
Greenwich Investment Management
Connecticut
$172K +$42.6K +5,370 +33%
CSS
107
Cubist Systematic Strategies
Connecticut
$169K -$939K -118,244 -85%
RFN
108
Redwood Financial Network
Ohio
$166K +$492 +62 +0.3%
LFAS
109
Level Four Advisory Services
Texas
$163K -$55.3K -6,959 -25%
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$160K -$7.9K -995 -5%
AF
111
Allworth Financial
California
$160K +$12.9K +1,629 +9%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$158K -$9.73K -1,226 -6%
ACM
113
Acrisure Capital Management
Texas
$158K +$158K +19,939 New
ACM
114
AlphaStar Capital Management
North Carolina
$158K -$17.3K -2,183 -10%
FFS
115
Founders Financial Securities
Maryland
$149K – – –
EAM
116
Empirical Asset Management
Massachusetts
$148K -$87.8K -11,057 -37%
FIA
117
Foundations Investment Advisors
Arizona
$146K – – –
Ameriprise
118
Ameriprise
Minnesota
$145K +$21.7K +2,733 +18%
KAS
119
Kestra Advisory Services
Texas
$141K +$21.8K +2,741 +18%
FMWA
120
Forvis Mazars Wealth Advisors
Missouri
$138K – – –
CAGAS
121
Capital Advisory Group Advisory Services
Minnesota
$137K +$7.94K +1,000 +6%
T
122
TRUADVICE
Florida
$136K -$10.7K -1,405 -7%
WWM
123
Western Wealth Management
Colorado
$133K – – –
BAM
124
Belpointe Asset Management
Nevada
$132K +$1.9K +239 +1%
AWA
125
Arkadios Wealth Advisors
Georgia
$130K -$57.8K -7,281 -31%
3 4
5
6 7