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Barings BDC
BBDC

Overview Fund Activity

210 hedge funds and large institutions have $405M invested in Barings BDC in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 29 closing their positions.

Holders
210
Holders Change
-7
Holders Change %
-3.23%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
24
Increased
58
Reduced
71
Closed
29
Calls
$20K
Puts
$176K
Net Calls
-$156K
Net Calls Change
+$347K

Top Buyers

1
PMG
1
Private Management Group
California
$23.2M
2
AC
2
Almitas Capital
California
$5.07M
3
CCM
3
Callodine Capital Management
Massachusetts
$19.4M
4
Bank of America
4
Bank of America
North Carolina
$4.54M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$3.75M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$28.2M
2
Millennium Management
2
Millennium Management
New York
$2.42M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$10.1M
5
C
5
Cliffwater
California
$7.22M
Name Market Value Shares Shares
Change 		Shares
Change %
APW
126
Aurora Private Wealth
New Jersey
$123K 15,663 -11,550 -42%
WIM
127
WealthPlan Investment Management
Nebraska
$121K 15,431 – –
ACM
128
Arlington Capital Management
Illinois
$119K 15,133 +15,133 New
AWA
129
Arkadios Wealth Advisors
Georgia
$117K 14,910 -1,503 -9%
RFA
130
Register Financial Advisors
Georgia
$115K 14,707 +39 +0.3%
FNT
131
First National Trust
Pennsylvania
$115K 14,686 – –
NHC
132
Nicholas Hoffman & Company
Georgia
$113K 14,354 – –
MWM
133
Mission Wealth Management
California
$112K 14,285 – –
CSS
134
Cubist Systematic Strategies
Connecticut
$111K 14,143 -7,112 -33%
CAM
135
Cozad Asset Management
Illinois
$109K 13,874 – –
CP
136
Camelot Portfolios
Ohio
$108K 13,773 – –
CCA
137
Cobblestone Capital Advisors
New York
$106K 13,545 +13,545 New
FHA
138
Flagship Harbor Advisors
Massachusetts
$106K 13,487 -1,222 -8%
SI
139
Stephens Inc
Arkansas
$105K 13,446 – –
BFA
140
Beaumont Financial Advisors
Massachusetts
$104K 13,204 +404 +3%
Brown Advisory
141
Brown Advisory
Maryland
$103K 13,200 – –
AWS
142
Atria Wealth Solutions
New York
$103K 13,090 +145 +1%
SWM
143
Spire Wealth Management
Virginia
$100K 12,788 +2,533 +25%
DC
144
Davenport & Co
Virginia
$98.1K 12,510 -1,369 -10%
AFG
145
Atomi Financial Group
New York
$97.9K 12,502 +12,502 New
CAN
146
Cetera Advisor Networks
California
$96.6K 12,324 -284 -2%
CIAS
147
Capital Investment Advisory Services
North Carolina
$95.4K 12,170 – –
CCIA
148
Campbell & Co Investment Adviser
Maryland
$93.1K 11,881 +11,881 New
Truist Financial
149
Truist Financial
North Carolina
$92.6K 11,806 -4,000 -25%
OIA
150
OneDigital Investment Advisors
Kansas
$90.8K 11,582 -3,116 -21%
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