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Barings BDC
BBDC

Overview Fund Activity

201 hedge funds and large institutions have $446M invested in Barings BDC in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
57
Reduced
66
Closed
27
Calls
$1.5M
Puts
$367K
Net Calls
+$1.14M
Net Calls Change
+$286K

Top Buyers

1
GAA
1
Global Assets Advisory
Florida
$6.04M
2
LA
2
LM Advisors
California
$2.65M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$9.37M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$7.81M
5
VanEck Associates
5
VanEck Associates
New York
$16.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.2M
2
Wells Fargo
2
Wells Fargo
California
$8.21M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$11.7M
4
FGAM
4
Financial Gravity Asset Management
Texas
$184K
5
AM
5
Ares Management
California
$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
126
Western Wealth Management
Colorado
$157K – – –
NFSG
127
Newbridge Financial Services Group
Florida
$152K -$84.8K -9,117 -36%
CIA
128
Cape Investment Advisory
Georgia
$152K -$53K -5,704 -26%
GIM
129
Greenwich Investment Management
Connecticut
$151K -$22.2K -2,385 -13%
ACM
130
Aquatic Capital Management
Illinois
$151K -$177K -19,000 -54%
CA
131
Crewe Advisors
Utah
$147K +$147K +15,837 New
GRP
132
Global Retirement Partners
California
$144K – – –
WIM
133
WealthPlan Investment Management
Nebraska
$144K – – –
Northern Trust
134
Northern Trust
Illinois
$142K -$23K -2,476 -14%
EAM
135
Empirical Asset Management
Massachusetts
$137K +$3.65K +392 +3%
FNT
136
First National Trust
Pennsylvania
$137K – – –
QCM
137
Quantinno Capital Management
New York
$136K +$136K +14,648 New
BFA
138
Beaumont Financial Advisors
Massachusetts
$134K +$3.55K +382 +3%
NHC
139
Nicholas Hoffman & Company
Georgia
$133K – – –
MM
140
MQS Management
New York
$132K -$194K -20,856 -59%
CPBTD
141
Central Pacific Bank - Trust Division
Hawaii
$131K +$131K +14,200 New
HKIMG
142
Hutchens & Kramer Investment Management Group
Indiana
$131K -$10.2K -1,106 -7%
SIS
143
Sound Income Strategies
Florida
$131K +$20.4K +2,195 +19%
CAM
144
Cozad Asset Management
Illinois
$129K – – –
ProShare Advisors
145
ProShare Advisors
Maryland
$128K +$17.1K +1,835 +15%
FAIM
146
Financial Advocates Investment Management
Washington
$126K +$126K +13,580 New
MWM
147
Mission Wealth Management
California
$125K -$8.18K -879 -6%
Brown Advisory
148
Brown Advisory
Maryland
$123K – – –
CC
149
Copperleaf Capital
North Carolina
$122K -$139K -14,948 -53%
SPC
150
Sigma Planning Corp
Michigan
$115K +$115K +12,336 New
4 5
6
7 8