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Barings BDC
BBDC

Overview Fund Activity

203 hedge funds and large institutions have $414M invested in Barings BDC in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-6
Holders Change %
-2.87%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
60
Reduced
68
Closed
32
Calls
$1.42M
Puts
$567K
Net Calls
+$851K
Net Calls Change
-$101K

Top Buyers

1
Invesco
1
Invesco
Georgia
$8.41M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.51M
3
PFMU
3
Privium Fund Management (UK)
United Kingdom
$1.53M
4
VanEck Associates
4
VanEck Associates
New York
$14.5M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$4.41M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
UBS Group
2
UBS Group
Switzerland
$9.5M
3
Millennium Management
3
Millennium Management
New York
$0
4
CCM
4
Callodine Capital Management
Massachusetts
$18.3M
5
Bank of America
5
Bank of America
North Carolina
$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMTC
126
Farmers & Merchants Trust Company
California
$145K +$2.11K +246 +1%
NW
127
Naviter Wealth
Arkansas
$137K +$137K +16,000 New
GRP
128
Global Retirement Partners
California
$137K -$19.5K -2,204 -12%
WIM
129
WealthPlan Investment Management
Nebraska
$132K – – –
PA
130
PFG Advisors
Arizona
$131K -$232K -27,053 -64%
HKIMG
131
Hutchens & Kramer Investment Management Group
Indiana
$131K -$27.1K -3,160 -17%
FNT
132
First National Trust
Pennsylvania
$126K – – –
FFS
133
Founders Financial Securities
Maryland
$124K – – –
NHC
134
Nicholas Hoffman & Company
Georgia
$123K – – –
EAM
135
Empirical Asset Management
Massachusetts
$123K -$46.4K -5,410 -27%
MWM
136
Mission Wealth Management
California
$123K – – –
QT
137
Quantbot Technologies
New York
$121K -$38.7K -4,511 -24%
SI
138
Stephens Inc
Arkansas
$121K +$10.4K +1,217 +9%
BFA
139
Beaumont Financial Advisors
Massachusetts
$120K +$3.45K +402 +3%
CAM
140
Cozad Asset Management
Illinois
$119K – – –
CP
141
Camelot Portfolios
Ohio
$118K +$118K +13,773 New
FHA
142
Flagship Harbor Advisors
Massachusetts
$117K +$746 +87 +0.6%
Brown Advisory
143
Brown Advisory
Maryland
$113K – – –
RFA
144
Register Financial Advisors
Georgia
$111K +$326 +38 +0.3%
AFG
145
Atomi Financial Group
New York
$106K -$25.4K -2,998 -19%
SWM
146
Spire Wealth Management
Virginia
$103K – – –
AA
147
Advisory Alpha
Michigan
$103K +$2.44K +284 +2%
ProShare Advisors
148
ProShare Advisors
Maryland
$103K -$12.9K -1,501 -11%
SIS
149
Sound Income Strategies
Florida
$102K -$386 -45 -0.4%
SG
150
StoneX Group
New York
$102K +$102K +11,833 New
4 5
6
7 8