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Barings BDC
BBDC

Overview Fund Activity

198 hedge funds and large institutions have $434M invested in Barings BDC in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+7
Holders Change %
+3.66%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
57
Reduced
61
Closed
18
Calls
$1.24M
Puts
$196K
Net Calls
+$1.04M
Net Calls Change
+$173K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$10.5M
2
HCA
2
Harbor Capital Advisors
Illinois
$7.26M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.9M
4
DA
4
Denali Advisors
California
$1.51M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$1.28M

Top Sellers

1
CCM
1
Callodine Capital Management
Massachusetts
$5.42M
2
AM
2
Ares Management
California
$35.3M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$9.83M
4
UBS Group
4
UBS Group
Switzerland
$8.2M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$7.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
126
WealthPlan Investment Management
Nebraska
$137K -$14.7K -1,500 -10%
CAM
127
Cozad Asset Management
Illinois
$136K – – –
Goldman Sachs
128
Goldman Sachs
New York
$134K -$120K -12,267 -47%
FAIM
129
Financial Advocates Investment Management
Washington
$133K – – –
BCM
130
Brookstone Capital Management
Illinois
$132K – – –
SA
131
Sanctuary Advisors
Indiana
$132K – – –
Brown Advisory
132
Brown Advisory
Maryland
$129K – – –
HKIMG
133
Hutchens & Kramer Investment Management Group
Indiana
$129K -$8.79K -906 -6%
GRP
134
Global Retirement Partners
California
$127K -$24.2K -2,471 -16%
SIS
135
Sound Income Strategies
Florida
$126K +$10.8K +1,097 +9%
PI
136
PFG Investments
New York
$123K +$6.98K +712 +6%
MWM
137
Mission Wealth Management
California
$120K – – –
RFA
138
Register Financial Advisors
Georgia
$119K +$372 +38 +0.3%
Verition Fund Management
139
Verition Fund Management
Connecticut
$115K +$115K +11,700 New
IAS
140
Insigneo Advisory Services
Florida
$114K +$294 +30 +0.3%
SWM
141
Spire Wealth Management
Virginia
$111K – – –
NW
142
Naviter Wealth
Arkansas
$108K – – –
Millennium Management
143
Millennium Management
New York
$104K +$104K +10,570 New
S
144
SignatureFD
Georgia
$103K -$9.5K -969 -8%
SSA
145
Schonfeld Strategic Advisors
New York
$103K +$103K +10,500 New
AA
146
Advisory Alpha
Michigan
$102K +$2.12K +216 +2%
BFG
147
Bouchey Financial Group
New York
$101K – – –
HH
148
Hilltop Holdings
Texas
$99.4K – – –
IP
149
Ignite Planners
California
$99K – – –
MML Investors Services
150
MML Investors Services
Massachusetts
$99K +$99K +10,076 New
4 5
6
7 8