BBDC icon

Barings BDC
BBDC

Overview Fund Activity

191 hedge funds and large institutions have $427M invested in Barings BDC in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-10
Holders Change %
-4.98%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
63
Reduced
55
Closed
31
Calls
$1.11M
Puts
$242K
Net Calls
+$867K
Net Calls Change
-$270K

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$12.6M
2
VanEck Associates
2
VanEck Associates
New York
$20.8M
3
Franklin Resources
3
Franklin Resources
California
$2.26M
4
HCA
4
Harbor Capital Advisors
Illinois
$2.9M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.17M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
CCM
2
Callodine Capital Management
Massachusetts
$9.5M
3
GAA
3
Global Assets Advisory
Florida
$0
4
Wells Fargo
4
Wells Fargo
California
$4.12M
5
BI
5
Bulldog Investors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
101
Mirae Asset Global Investments
South Korea
$169K +$54.7K +5,653 +48%
FMTC
102
Farmers & Merchants Trust Company
California
$169K +$2.18K +224 +1%
FMWA
103
Forvis Mazars Wealth Advisors
Missouri
$169K – – –
WWM
104
Western Wealth Management
Colorado
$166K +$1.85K +190 +1%
SI
105
Stephens Inc
Arkansas
$166K +$1.2K +123 +0.7%
DM
106
Deerfield Management
New York
$163K -$322K -33,051 -66%
TI
107
Trexquant Investment
Connecticut
$162K -$329K -33,841 -67%
PRS
108
Pinkerton Retirement Specialists
Idaho
$159K -$60.9K -6,263 -28%
BHCM
109
Brevan Howard Capital Management
Jersey
$155K +$155K +15,952 New
GRP
110
Global Retirement Partners
California
$150K – – –
WIM
111
WealthPlan Investment Management
Nebraska
$150K – – –
KA
112
Kovack Advisors
Florida
$150K -$54.7K -5,617 -27%
Northern Trust
113
Northern Trust
Illinois
$149K +$905 +93 +0.6%
EAM
114
Empirical Asset Management
Massachusetts
$147K +$3.78K +388 +3%
ProShare Advisors
115
ProShare Advisors
Maryland
$145K +$10.7K +1,101 +8%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$144K +$144K +10,881 New
BFA
117
Beaumont Financial Advisors
Massachusetts
$144K +$3.69K +379 +3%
ACM
118
AlphaStar Capital Management
North Carolina
$143K -$46.6K -4,787 -25%
FNT
119
First National Trust
Pennsylvania
$143K – – –
NHC
120
Nicholas Hoffman & Company
Georgia
$140K – – –
QC
121
Quadrature Capital
United Kingdom
$139K -$337K -34,579 -71%
CPBTD
122
Central Pacific Bank - Trust Division
Hawaii
$138K – – –
HKIMG
123
Hutchens & Kramer Investment Management Group
Indiana
$138K – – –
ASN
124
Advisory Services Network
Georgia
$138K +$138K +14,190 New
BCM
125
Brookstone Capital Management
Illinois
$138K +$32.8K +3,218 +31%
3 4
5
6 7