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Barings BDC
BBDC

Overview Fund Activity

197 hedge funds and large institutions have $882M invested in Barings BDC in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
67
Reduced
54
Closed
25
Calls
$718K
Puts
$66K
Net Calls
+$652K
Net Calls Change
-$388K

Top Buyers

1
CAM
1
Cresset Asset Management
Illinois
$16.5M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$451M
3
Wells Fargo
3
Wells Fargo
California
$6.75M
4
FGC
4
Financial Gravity Companies
Texas
$2.9M
5
IA
5
Icon Advisers
Colorado
$2.58M

Top Sellers

1
NWM
1
Nicola Wealth Management
British Columbia, Canada
$0
2
UBS Group
2
UBS Group
Switzerland
$5.48M
3
CCM
3
Callodine Capital Management
Massachusetts
$2.87M
4
RA
4
Royce & Associates
New York
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$5.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NHC
126
Nicholas Hoffman & Company
Georgia
$137K – – –
CPBTD
127
Central Pacific Bank - Trust Division
Hawaii
$136K – – –
KCPT
128
Kingstone Capital Partners Texas
Texas
$135K +$135K +14,080 New
GCP
129
GSA Capital Partners
United Kingdom
$134K +$134K +13,969 New
WIM
130
WealthPlan Investment Management
Nebraska
$133K – – –
IA
131
Integrity Alliance
Iowa
$132K +$132K +13,754 New
SA
132
Sanctuary Advisors
Indiana
$130K – – –
BCM
133
Brookstone Capital Management
Illinois
$130K +$947 +99 +0.7%
HKIMG
134
Hutchens & Kramer Investment Management Group
Indiana
$127K – – –
Brown Advisory
135
Brown Advisory
Maryland
$126K – – –
SIS
136
Sound Income Strategies
Florida
$124K +$967 +101 +0.8%
GRP
137
Global Retirement Partners
California
$124K – – –
D.E. Shaw & Co
138
D.E. Shaw & Co
New York
$122K +$122K +12,737 New
PI
139
PFG Investments
New York
$117K -$2.57K -269 -2%
RFA
140
Register Financial Advisors
Georgia
$116K +$364 +38 +0.3%
JHCP
141
Jackson Hole Capital Partners
Oklahoma
$115K +$115K +12,055 New
BHCM
142
Brevan Howard Capital Management
Jersey
$114K -$26.5K -2,772 -19%
IAS
143
Insigneo Advisory Services
Florida
$114K +$2.36K +247 +2%
ASN
144
Advisory Services Network
Georgia
$114K -$22.2K -2,324 -16%
Truist Financial
145
Truist Financial
North Carolina
$112K +$112K +11,718 New
SWM
146
Spire Wealth Management
Virginia
$112K +$2.97K +310 +3%
GAA
147
Global Assets Advisory
Florida
$111K +$111K +11,452 New
OIA
148
OneDigital Investment Advisors
Kansas
$108K +$108K +11,275 New
Mariner
149
Mariner
Kansas
$105K +$105K +10,985 New
AA
150
Advisory Alpha
Michigan
$101K +$2.13K +223 +2%
4 5
6
7 8