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Barings BDC
BBDC

Overview Fund Activity

209 hedge funds and large institutions have $437M invested in Barings BDC in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 52 reducing their positions, and 26 closing their positions.

Holders
209
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
76
Reduced
52
Closed
26
Calls
$1.02M
Puts
$68K
Net Calls
+$952K
Net Calls Change
+$1.11M

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$7.41M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$7.8M
3
PIWA
3
Prevail Innovative Wealth Advisors
Kansas
$2.5M
4
FGAM
4
Financial Gravity Asset Management
Texas
$1.64M
5
Bank of America
5
Bank of America
North Carolina
$6.53M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$5.01M
2
C
2
Cliffwater
California
$981K
3
AC
3
Almitas Capital
California
$105K
4
UBS Group
4
UBS Group
Switzerland
$14.7M
5
PFMU
5
Privium Fund Management (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
126
Western Wealth Management
Colorado
$151K – – –
FMTC
127
Farmers & Merchants Trust Company
California
$148K +$2.13K +239 +1%
CCA
128
Cobblestone Capital Advisors
New York
$138K +$17.1K +1,915 +14%
WIM
129
WealthPlan Investment Management
Nebraska
$137K – – –
Citadel Advisors
130
Citadel Advisors
Florida
$137K +$137K +15,388 New
AFG
131
Atomi Financial Group
New York
$136K +$26.2K +2,978 +24%
ACM
132
Aquatic Capital Management
Illinois
$132K +$43.1K +4,831 +48%
FNT
133
First National Trust
Pennsylvania
$131K – – –
SPIA
134
Steward Partners Investment Advisory
New York
$129K +$31.1K +3,494 +32%
FFS
135
Founders Financial Securities
Maryland
$128K -$38.5K -4,323 -23%
NHC
136
Nicholas Hoffman & Company
Georgia
$128K – – –
MWM
137
Mission Wealth Management
California
$127K – – –
CAM
138
Cozad Asset Management
Illinois
$124K – – –
IP
139
Ignite Planners
California
$122K +$122K +13,456 New
BFA
140
Beaumont Financial Advisors
Massachusetts
$121K +$3.41K +383 +3%
FHA
141
Flagship Harbor Advisors
Massachusetts
$121K +$740 +83 +0.6%
ProShare Advisors
142
ProShare Advisors
Maryland
$120K +$120K +13,460 New
Brown Advisory
143
Brown Advisory
Maryland
$118K – – –
RFA
144
Register Financial Advisors
Georgia
$115K -$15.7K -1,763 -12%
SI
145
Stephens Inc
Arkansas
$115K -$4.89K -549 -4%
Truist Financial
146
Truist Financial
North Carolina
$111K +$5.68K +637 +5%
JSL
147
JT Stratford LLC
Georgia
$107K +$107K +11,954 New
DTL
148
Dynamic Technology Lab
Singapore
$106K +$106K +11,858 New
SIS
149
Sound Income Strategies
Florida
$106K +$106K +11,890 New
AC
150
Almitas Capital
California
$105K -$5.31M -595,605 -98%
4 5
6
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