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Barings BDC
BBDC

Overview Fund Activity

201 hedge funds and large institutions have $446M invested in Barings BDC in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 66 reducing their positions, and 27 closing their positions.

Holders
201
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
57
Reduced
66
Closed
27
Calls
$1.5M
Puts
$367K
Net Calls
+$1.14M
Net Calls Change
+$286K

Top Buyers

1
GAA
1
Global Assets Advisory
Florida
$6.04M
2
LA
2
LM Advisors
California
$2.65M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$9.37M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$7.81M
5
VanEck Associates
5
VanEck Associates
New York
$16.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.2M
2
Wells Fargo
2
Wells Fargo
California
$8.21M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$11.7M
4
FGAM
4
Financial Gravity Asset Management
Texas
$184K
5
AM
5
Ares Management
California
$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
101
Ausdal Financial Partners
Iowa
$220K -$29.6K -3,186 -12%
Fisher Asset Management
102
Fisher Asset Management
Washington
$220K -$3.78K -406 -2%
PRS
103
Pinkerton Retirement Specialists
Idaho
$210K – – –
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$209K -$2.6K -279 -1%
KA
105
Kovack Advisors
Florida
$196K – – –
BL
106
BFSG LLC
California
$195K – – –
FFN
107
Focus Financial Network
Minnesota
$194K -$223K -24,093 -54%
AWA
108
Arkadios Wealth Advisors
Georgia
$190K +$2.74K +295 +1%
CCA
109
Cobblestone Capital Advisors
New York
$189K – – –
CAM
110
Cresset Asset Management
Illinois
$186K -$89.2K -9,593 -32%
FIA
111
Foundations Investment Advisors
Arizona
$185K – – –
FGAM
112
Financial Gravity Asset Management
Texas
$184K -$2.29M -260,096 -93%
Jane Street
113
Jane Street
New York
$182K +$182K +19,619 New
ACM
114
AlphaStar Capital Management
North Carolina
$182K -$4.37K -470 -2%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$181K -$49K -5,275 -21%
FFS
116
Founders Financial Securities
Maryland
$174K +$40.2K +4,323 +30%
AF
117
Allworth Financial
California
$173K – – –
RFN
118
Redwood Financial Network
Ohio
$173K +$549 +59 +0.3%
PA
119
PFG Advisors
Arizona
$170K +$27.2K +2,929 +19%
SWM
120
SeaCrest Wealth Management
New York
$167K -$40.7K -4,380 -20%
CAGAS
121
Capital Advisory Group Advisory Services
Minnesota
$166K – – –
FMWA
122
Forvis Mazars Wealth Advisors
Missouri
$161K – – –
FMTC
123
Farmers & Merchants Trust Company
California
$159K +$2.2K +237 +1%
VF
124
Virtu Financial
New York
$158K +$158K +16,965 New
SI
125
Stephens Inc
Arkansas
$158K +$26.4K +2,838 +20%
3 4
5
6 7