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Barings BDC
BBDC

Overview Fund Activity

198 hedge funds and large institutions have $434M invested in Barings BDC in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+7
Holders Change %
+3.66%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
57
Reduced
61
Closed
18
Calls
$1.24M
Puts
$196K
Net Calls
+$1.04M
Net Calls Change
+$173K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$10.5M
2
HCA
2
Harbor Capital Advisors
Illinois
$7.26M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.9M
4
DA
4
Denali Advisors
California
$1.51M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$1.28M

Top Sellers

1
CCM
1
Callodine Capital Management
Massachusetts
$5.42M
2
AM
2
Ares Management
California
$35.3M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$9.83M
4
UBS Group
4
UBS Group
Switzerland
$8.2M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$7.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
101
Cobblestone Capital Advisors
New York
$180K -$19.3K -1,967 -10%
CAGAS
102
Capital Advisory Group Advisory Services
Minnesota
$179K – – –
Mirae Asset Global Investments
103
Mirae Asset Global Investments
South Korea
$177K +$4.52K +458 +3%
PA
104
PFG Advisors
Arizona
$175K -$19.8K -2,023 -10%
FMTC
105
Farmers & Merchants Trust Company
California
$172K +$2.22K +226 +1%
WWM
106
Western Wealth Management
Colorado
$169K +$1.74K +178 +1%
SI
107
Stephens Inc
Arkansas
$169K +$1.25K +128 +0.7%
RFN
108
Redwood Financial Network
Ohio
$160K -$21.5K -2,196 -12%
PRS
109
Pinkerton Retirement Specialists
Idaho
$160K – – –
FFN
110
Focus Financial Network
Minnesota
$158K -$29.6K -3,017 -16%
AAS
111
Avantax Advisory Services
Texas
$155K +$155K +15,770 New
SPC
112
Sigma Planning Corp
Michigan
$152K +$30.6K +3,127 +25%
ProShare Advisors
113
ProShare Advisors
Maryland
$152K +$5.69K +581 +4%
KA
114
Kovack Advisors
Florida
$151K – – –
DLP
115
De Lisle Partners
United Kingdom
$150K +$150K +15,305 New
BFA
116
Beaumont Financial Advisors
Massachusetts
$148K +$3.84K +392 +3%
CPIG
117
Chicago Partners Investment Group
Illinois
$145K +$28.4K +2,907 +24%
ACM
118
AlphaStar Capital Management
North Carolina
$144K – – –
BHCM
119
Brevan Howard Capital Management
Jersey
$144K -$12K -1,225 -8%
FNT
120
First National Trust
Pennsylvania
$144K – – –
AIA
121
Armor Investment Advisors
North Carolina
$143K +$143K +14,600 New
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$143K -$48K -4,905 -25%
NHC
123
Nicholas Hoffman & Company
Georgia
$141K – – –
CPBTD
124
Central Pacific Bank - Trust Division
Hawaii
$139K – – –
ASN
125
Advisory Services Network
Georgia
$138K – – –
3 4
5
6 7