We are live on ! Find out more
BBDC icon

Barings BDC
BBDC

199 hedge funds and large institutions have $434M invested in Barings BDC in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

531% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $196K

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

4% more funds holding

Funds holding: 191 → 199 (+8)

2% more capital invested

Capital invested by funds: $427M → $434M (+$7.47M)

0.55% more ownership

Funds ownership: 41.16% → 41.71% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 61

Holders
199
Holders Change
+8
Holders Change %
+4.19%
% 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
29
Increased
57
Reduced
61
Closed
18
Calls
$1.24M
Puts
$196K
Net Calls
+$1.04M
Net Calls Change
+$173K

Top Buyers

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$10.8M
2
HCA
Harbor Capital Advisors
Illinois
+$4.39M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.68M
4
DA
Denali Advisors
California
+$1.53M
5
Marshall Wace
Marshall Wace
United Kingdom
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
CCM
Callodine Capital Management
Massachusetts
-$4.2M
2
AM
Ares Management
California
-$3.8M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$2.95M
4
UBS Group
UBS Group
Switzerland
-$2.92M
5
Two Sigma Investments
Two Sigma Investments
New York
-$2.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
126
WealthPlan Investment Management
Nebraska
$137K -$14.9K -1,500 -10%
CAM
127
Cozad Asset Management
Illinois
$136K – – –
Goldman Sachs
128
Goldman Sachs
New York
$134K -$122K -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 -$8.99K -906 -6%
GRP
134
Global Retirement Partners
California
$127K -$24.5K -2,471 -16%
SIS
135
Sound Income Strategies
Florida
$126K +$10.9K +1,097 +9%
PI
136
PFG Investments
New York
$123K +$7.07K +712 +6%
MWM
137
Mission Wealth Management
California
$120K – – –
RFA
138
Register Financial Advisors
Georgia
$119K +$377 +38 +0.3%
Verition Fund Management
139
Verition Fund Management
Connecticut
$115K +$116K +11,700 New
IAS
140
Insigneo Advisory Services
Florida
$114K +$298 +30 +0.3%
SWM
141
Spire Wealth Management
Virginia
$111K – – –
NW
142
Naviter Wealth
Arkansas
$108K – – –
Millennium Management
143
Millennium Management
New York
$104K +$105K +10,570 New
S
144
SignatureFD
Georgia
$103K -$9.62K -969 -8%
SSA
145
Schonfeld Strategic Advisors
New York
$103K +$104K +10,500 New
AA
146
Advisory Alpha
Michigan
$102K +$2.15K +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 +$100K +10,076 New
4 5
6
7 8

BBDC Hedge Fund Activity: Q3 2024 in Review

199 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Barings BDC (BBDC) for Q3 2024, worth a combined $434M — up 1.8% from $427M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BBDC positions and 18 closed out — a net gain of 11 holders — while 57 added to existing stakes and 61 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $10.8M. The largest seller was Callodine Capital Management, cutting an estimated $4.2M.

  • 199 institutional investors held Barings BDC (BBDC) as of Q3 2024, up from 191 in Q2 2024.
  • Funds reported $434M of Barings BDC stock for Q3 2024, up 1.8% quarter-over-quarter.
  • 29 funds opened new Barings BDC positions in Q3 2024 and 18 closed out, a net change of +11 holders.
  • The largest Barings BDC buyer in Q3 2024 was Kovitz Investment Group Partners, an estimated $10.8M added.
  • The largest Barings BDC seller in Q3 2024 was Callodine Capital Management, an estimated $4.2M sold.

Based on aggregated 13F filings for Q3 2024.