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Barings BDC
BBDC

Overview Fund Activity

203 hedge funds and large institutions have $414M invested in Barings BDC in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-6
Holders Change %
-2.87%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
60
Reduced
68
Closed
32
Calls
$1.42M
Puts
$567K
Net Calls
+$851K
Net Calls Change
-$101K

Top Buyers

1
Invesco
1
Invesco
Georgia
$8.41M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.51M
3
PFMU
3
Privium Fund Management (UK)
United Kingdom
$1.53M
4
VanEck Associates
4
VanEck Associates
New York
$14.5M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$4.41M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
UBS Group
2
UBS Group
Switzerland
$9.5M
3
Millennium Management
3
Millennium Management
New York
$0
4
CCM
4
Callodine Capital Management
Massachusetts
$18.3M
5
Bank of America
5
Bank of America
North Carolina
$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$203K -$19.7K -2,295 -9%
SWM
102
SeaCrest Wealth Management
New York
$200K -$22.7K -2,538 -10%
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$195K -$9.02K -1,051 -4%
PRS
104
Pinkerton Retirement Specialists
Idaho
$194K -$37.9K -4,415 -16%
CIA
105
Cape Investment Advisory
Georgia
$189K +$134K +15,561 +240%
Mariner
106
Mariner
Kansas
$183K -$211K -24,617 -54%
BHCM
107
Brevan Howard Capital Management
Jersey
$182K +$182K +21,177 New
KA
108
Kovack Advisors
Florida
$180K -$44.5K -5,191 -20%
BL
109
BFSG LLC
California
$180K +$858 +100 +0.5%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$178K -$10.7K -1,242 -6%
FIA
111
Foundations Investment Advisors
Arizona
$176K -$973 -110 -0.6%
CCA
112
Cobblestone Capital Advisors
New York
$174K +$41.7K +4,860 +31%
AWA
113
Arkadios Wealth Advisors
Georgia
$173K +$2.67K +311 +2%
ACM
114
AlphaStar Capital Management
North Carolina
$172K +$858 +100 +0.5%
KWA
115
Kingswood Wealth Advisors
California
$161K +$161K +18,720 New
AF
116
Allworth Financial
California
$160K -$17 -2 -0%
GIM
117
Greenwich Investment Management
Connecticut
$159K -$22.7K -2,650 -12%
RFN
118
Redwood Financial Network
Ohio
$159K -$10.7K -1,248 -6%
CAGAS
119
Capital Advisory Group Advisory Services
Minnesota
$153K – – –
Northern Trust
120
Northern Trust
Illinois
$152K -$191K -22,273 -56%
RFS
121
Retirement Financial Solutions
Tennessee
$151K +$54.3K +6,330 +56%
FMWA
122
Forvis Mazars Wealth Advisors
Missouri
$149K – – –
D.E. Shaw & Co
123
D.E. Shaw & Co
New York
$148K +$148K +17,288 New
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$148K +$2.09K +243 +1%
WWM
125
Western Wealth Management
Colorado
$145K -$352 -41 -0.2%
3 4
5
6 7