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Barings BDC
BBDC

Overview Fund Activity

209 hedge funds and large institutions have $437M invested in Barings BDC in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 52 reducing their positions, and 26 closing their positions.

Holders
209
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
76
Reduced
52
Closed
26
Calls
$1.02M
Puts
$68K
Net Calls
+$952K
Net Calls Change
+$1.11M

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$7.41M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$7.8M
3
PIWA
3
Prevail Innovative Wealth Advisors
Kansas
$2.5M
4
FGAM
4
Financial Gravity Asset Management
Texas
$1.64M
5
Bank of America
5
Bank of America
North Carolina
$6.53M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$5.01M
2
C
2
Cliffwater
California
$981K
3
AC
3
Almitas Capital
California
$105K
4
UBS Group
4
UBS Group
Switzerland
$14.7M
5
PFMU
5
Privium Fund Management (UK)
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CC
101
Claybrook Capital
Massachusetts
$225K 25,255 – –
DC
102
Davenport & Co
Virginia
$223K 25,014 +12,504 +100%
SWM
103
SeaCrest Wealth Management
New York
$222K 24,887 +14 +0.1%
Fisher Asset Management
104
Fisher Asset Management
Washington
$216K 24,231 -200 -0.8%
CAN
105
Cetera Advisor Networks
California
$216K 24,196 +11,872 +96%
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$212K 23,754 -3,752 -14%
EGA
107
Eagle Global Advisors
Texas
$210K 23,525 +23,525 New
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$200K 22,391 -4,020 -15%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$196K 21,970 +5,909 +37%
GIM
110
Greenwich Investment Management
Connecticut
$189K 21,231 -1,137 -5%
BL
111
BFSG LLC
California
$186K 20,910 +20,910 New
SG Americas Securities
112
SG Americas Securities
New York
$183K 20,491 -15,960 -44%
FIA
113
Foundations Investment Advisors
Arizona
$178K 19,954 -119 -0.6%
ACM
114
AlphaStar Capital Management
North Carolina
$177K 19,889 – –
AWA
115
Arkadios Wealth Advisors
Georgia
$177K 19,814 +4,904 +33%
EAM
116
Empirical Asset Management
Massachusetts
$176K 19,749 +556 +3%
RFN
117
Redwood Financial Network
Ohio
$176K 19,747 +59 +0.3%
KAS
118
Kestra Advisory Services
Texas
$174K 19,562 +273 +1%
AF
119
Allworth Financial
California
$166K 18,634 +24 +0.1%
QT
120
Quantbot Technologies
New York
$166K 18,631 +2,191 +13%
HKIMG
121
Hutchens & Kramer Investment Management Group
Indiana
$162K 18,457 -4,769 -21%
CAGAS
122
Capital Advisory Group Advisory Services
Minnesota
$159K 17,800 +500 +3%
GRP
123
Global Retirement Partners
California
$158K 17,639 -1,130 -6%
FMWA
124
Forvis Mazars Wealth Advisors
Missouri
$154K 17,333 – –
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$152K 17,017 +17,017 New
3 4
5
6 7