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Barings BDC
BBDC

Overview Fund Activity

191 hedge funds and large institutions have $427M invested in Barings BDC in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-10
Holders Change %
-4.98%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
63
Reduced
55
Closed
31
Calls
$1.11M
Puts
$242K
Net Calls
+$867K
Net Calls Change
-$270K

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
$12.6M
2
VanEck Associates
VanEck Associates
New York
$20.8M
3
Franklin Resources
Franklin Resources
California
$2.26M
4
HCA
Harbor Capital Advisors
Illinois
$2.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$8.17M

Top Sellers

1
RVPG
Relative Value Partners Group
$0
2
CCM
Callodine Capital Management
Massachusetts
$9.5M
3
GAA
Global Assets Advisory
Florida
$0
4
Wells Fargo
Wells Fargo
California
$4.12M
5
BI
Bulldog Investors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$136K -$375K -38,527 -73%
CAM
127
Cozad Asset Management
Illinois
$135K – – –
FAIM
128
Financial Advocates Investment Management
Washington
$132K – – –
GIM
129
Greenwich Investment Management
Connecticut
$131K -$26.1K -2,686 -17%
Brown Advisory
130
Brown Advisory
Maryland
$128K – – –
CPIG
131
Chicago Partners Investment Group
Illinois
$121K +$121K +11,901 New
SA
132
Sanctuary Advisors
Indiana
$121K +$121K +12,948 New
SPC
133
Sigma Planning Corp
Michigan
$120K +$448 +46 +0.4%
MWM
134
Mission Wealth Management
California
$120K -$10.9K -1,121 -8%
RFA
135
Register Financial Advisors
Georgia
$117K +$350 +36 +0.3%
PI
136
PFG Investments
New York
$115K +$1.3K +134 +1%
SIS
137
Sound Income Strategies
Florida
$115K -$22K -2,260 -16%
CIA
138
Cape Investment Advisory
Georgia
$114K -$45.3K -4,651 -28%
S
139
SignatureFD
Georgia
$112K +$4.52K +465 +4%
SWM
140
Spire Wealth Management
Virginia
$110K -$3.11K -320 -3%
IAS
141
Insigneo Advisory Services
Florida
$108K +$108K +11,619 New
NW
142
Naviter Wealth
Arkansas
$107K – – –
AFG
143
Atomi Financial Group
New York
$101K – – –
IP
144
Ignite Planners
California
$101K – – –
BFG
145
Bouchey Financial Group
New York
$99K – – –
AA
146
Advisory Alpha
Michigan
$98.7K +$98.7K +10,146 New
HH
147
Hilltop Holdings
Texas
$98.7K – – –
HNB
148
Huntington National Bank
Ohio
$89.8K +$88.7K +9,113 +7,594%
ATPW
149
Ashton Thomas Private Wealth
Arizona
$86.2K +$86.2K +8,861 New
CP
150
Camelot Portfolios
Ohio
$84K +$84K +8,631 New
4 5
6
7 8