BBDC icon

Barings BDC
BBDC

Overview Fund Activity

197 hedge funds and large institutions have $882M invested in Barings BDC in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 25 closing their positions.

Holders
197
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
67
Reduced
54
Closed
25
Calls
$718K
Puts
$66K
Net Calls
+$652K
Net Calls Change
-$388K

Top Buyers

1
CAM
1
Cresset Asset Management
Illinois
$16.5M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$451M
3
Wells Fargo
3
Wells Fargo
California
$6.75M
4
FGC
4
Financial Gravity Companies
Texas
$2.9M
5
IA
5
Icon Advisers
Colorado
$2.58M

Top Sellers

1
NWM
1
Nicola Wealth Management
British Columbia, Canada
$0
2
UBS Group
2
UBS Group
Switzerland
$5.48M
3
CCM
3
Callodine Capital Management
Massachusetts
$2.87M
4
RA
4
Royce & Associates
New York
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$5.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PIA
101
Panoramic Investment Advisors
Colorado
$182K 19,027 -1,974 -9%
FAIM
102
Financial Advocates Investment Management
Washington
$180K 18,854 +5,274 +39%
FFS
103
Founders Financial Securities
Maryland
$179K 18,738 – –
CCA
104
Cobblestone Capital Advisors
New York
$176K 18,352 – –
CAGAS
105
Capital Advisory Group Advisory Services
Minnesota
$175K 18,300 – –
SPC
106
Sigma Planning Corp
Michigan
$171K 17,861 +2,352 +15%
ProShare Advisors
107
ProShare Advisors
Maryland
$170K 17,809 +2,333 +15%
FMTC
108
Farmers & Merchants Trust Company
California
$170K 17,797 +235 +1%
WWM
109
Western Wealth Management
Colorado
$165K 17,255 – –
CSP
110
Cary Street Partners
Virginia
$165K 17,239 +17,239 New
PA
111
PFG Advisors
Arizona
$165K 17,236 -641 -4%
AF
112
Allworth Financial
California
$159K 16,115 -2,517 -14%
RFN
113
Redwood Financial Network
Ohio
$157K 16,362 – –
FIA
114
Foundations Investment Advisors
Arizona
$155K 16,170 -3,674 -19%
AAS
115
Avantax Advisory Services
Texas
$154K 16,140 +370 +2%
CAM
116
Cozad Asset Management
Illinois
$152K 15,874 +2,000 +14%
BFA
117
Beaumont Financial Advisors
Massachusetts
$149K 15,540 +398 +3%
KA
118
Kovack Advisors
Florida
$147K 15,406 – –
DLP
119
De Lisle Partners
United Kingdom
$146K 15,305 – –
ACM
120
AlphaStar Capital Management
North Carolina
$143K 14,937 +205 +1%
CFD
121
Creative Financial Designs
Indiana
$142K 14,865 +10,918 +277%
FFN
122
Focus Financial Network
Minnesota
$142K 14,788 -1,322 -8%
FNT
123
First National Trust
Pennsylvania
$141K 14,686 – –
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$140K 14,618 +8 +0.1%
AIA
125
Armor Investment Advisors
North Carolina
$140K 14,600 – –
3 4
5
6 7