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Barings BDC
BBDC

Overview Fund Activity

221 hedge funds and large institutions have $684M invested in Barings BDC in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 59 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+17
Holders Change %
+8.33%
% of All Funds
3.57%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
40
Increased
59
Reduced
78
Closed
19
Calls
$33K
Puts
$3K
Net Calls
+$30K
Net Calls Change
+$46K

Top Buyers

1
CAM
1
Concorde Asset Management
Michigan
$2.42M
2
RCM
2
Rivernorth Capital Management
Florida
$38.4M
3
BAMF
3
BI Asset Management Fondsmaeglerselskab
Denmark
$881K
4
Millennium Management
4
Millennium Management
New York
$4.6M
5
PMG
5
Private Management Group
California
$10M

Top Sellers

1
ZCA
1
Zeke Capital Advisors
Pennsylvania
$0
2
ClearBridge Investments
2
ClearBridge Investments
New York
$3.12M
3
CCM
3
Callodine Capital Management
Massachusetts
$18M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$546K
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
126
Forvis Mazars Wealth Advisors
Missouri
$141K +$141K +17,333 New
Northern Trust
127
Northern Trust
Illinois
$141K -$18.3K -2,244 -11%
YIH
128
Y-Intercept (HK)
Hong Kong
$140K -$3.42K -420 -2%
BFM
129
Boothbay Fund Management
New York
$138K +$138K +16,963 New
WWM
130
Western Wealth Management
Colorado
$136K -$181K -22,187 -57%
GI
131
Gradient Investments
Minnesota
$136K +$32.8K +4,025 +32%
OIA
132
OneDigital Investment Advisors
Kansas
$135K -$62.5K -7,674 -32%
WP
133
WealthPLAN Partners
Nebraska
$134K +$134K +15,431 New
WIM
134
WealthPlan Investment Management
Nebraska
$133K – – –
BAM
135
Belpointe Asset Management
Nevada
$133K -$22.4K -2,753 -14%
GIM
136
Greenwich Investment Management
Connecticut
$133K +$133K +16,333 New
CAGAS
137
Capital Advisory Group Advisory Services
Minnesota
$133K -$8.15K -1,000 -6%
DC
138
Davenport & Co
Virginia
$128K +$27.1K +3,323 +27%
Ameriprise
139
Ameriprise
Minnesota
$126K -$26.3K -3,242 -17%
KAS
140
Kestra Advisory Services
Texas
$122K -$39.8K -4,888 -25%
FNT
141
First National Trust
Pennsylvania
$120K – – –
RFA
142
Register Financial Advisors
Georgia
$119K +$119K +14,629 New
EGA
143
Eagle Global Advisors
Texas
$119K -$307K -37,675 -72%
FHA
144
Flagship Harbor Advisors
Massachusetts
$119K +$587 +72 +0.5%
BCI
145
Brinker Capital Investments
Pennsylvania
$117K -$54.9K -6,732 -32%
CAN
146
Cetera Advisor Networks
California
$117K +$5.85K +718 +5%
NHC
147
Nicholas Hoffman & Company
Georgia
$117K – – –
CAM
148
Cozad Asset Management
Illinois
$113K +$113K +13,874 New
CP
149
Camelot Portfolios
Ohio
$112K -$28.4K -3,489 -20%
LFG
150
Larson Financial Group
Missouri
$109K – – –
4 5
6
7 8