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Barings BDC
BBDC

Overview Fund Activity

217 hedge funds and large institutions have $422M invested in Barings BDC in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.47%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
25
Increased
71
Reduced
68
Closed
25
Calls
$104K
Puts
$607K
Net Calls
-$503K
Net Calls Change
-$533K

Top Buyers

1
PMG
Private Management Group
California
$18.7M
2
Millennium Management
Millennium Management
New York
$6.92M
3
BI
Bulldog Investors
New Jersey
$3.96M
4
GA
GraniteShares Advisors
New York
$1.38M
5
CS
Credit Suisse
Switzerland
$1.22M

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
$12.5M
2
C
Cliffwater
California
$10.1M
3
AM
Ares Management
California
$34.8M
4
CAM
Concorde Asset Management
Michigan
$0
5
BlackRock
BlackRock
New York
$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
126
Truist Financial
North Carolina
$126K -$25.9K -3,265 -17%
WIM
127
WealthPlan Investment Management
Nebraska
$123K – – –
FHA
128
Flagship Harbor Advisors
Massachusetts
$117K +$707 +89 +0.6%
OIA
129
OneDigital Investment Advisors
Kansas
$117K -$14.4K -1,819 -11%
FNT
130
First National Trust
Pennsylvania
$117K – – –
RFA
131
Register Financial Advisors
Georgia
$116K +$310 +39 +0.3%
EGA
132
Eagle Global Advisors
Texas
$116K – – –
NHC
133
Nicholas Hoffman & Company
Georgia
$114K – – –
MWM
134
Mission Wealth Management
California
$113K +$15.9K +2,000 +16%
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$112K -$171K -21,514 -60%
DC
136
Davenport & Co
Virginia
$110K -$14.6K -1,843 -12%
CAM
137
Cozad Asset Management
Illinois
$110K – – –
Jane Street
138
Jane Street
New York
$110K -$142K -17,858 -56%
CP
139
Camelot Portfolios
Ohio
$109K – – –
GC
140
Guggenheim Capital
Illinois
$109K +$109K +13,720 New
JPMorgan Chase & Co
141
JPMorgan Chase & Co
New York
$107K -$189K -23,869 -64%
SI
142
Stephens Inc
Arkansas
$107K +$15.9K +2,000 +17%
Brown Advisory
143
Brown Advisory
Maryland
$105K – – –
AWS
144
Atria Wealth Solutions
New York
$103K -$88.7K -11,174 -46%
VF
145
Virtu Financial
New York
$102K +$102K +12,793 New
BFA
146
Beaumont Financial Advisors
Massachusetts
$102K +$102K +12,800 New
CAN
147
Cetera Advisor Networks
California
$100K -$14K -1,757 -12%
SPIA
148
Steward Partners Investment Advisory
New York
$98.2K +$7.48K +942 +8%
CIAS
149
Capital Investment Advisory Services
North Carolina
$96.6K – – –
ECM
150
ExodusPoint Capital Management
New York
$94K +$94K +11,790 New
4 5
6
7 8