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Barings BDC

211 hedge funds and large institutions have $393M invested in Barings BDC in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 62 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

14,300% more call options, than puts

Call options by funds: $144K | Put options by funds: $1K

10% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 62

0.08% more ownership

Funds ownership: 45.49%45.57% (+0.08%)

9% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 34

3% less funds holding

Funds holding: 218211 (-7)

11% less capital invested

Capital invested by funds: $439M → $393M (-$46.2M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
211
Holders Change
-7
Holders Change %
-3.21%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
31
Increased
68
Reduced
62
Closed
34
Calls
$144K
Puts
$1K
Net Calls
+$143K
Net Calls Change
-$875K
Name Holding Trade Value Shares
Change
Change in
Stake
NHC
126
Nicholas Hoffman & Company
Georgia
$118K
CPIG
127
Chicago Partners Investment Group
Illinois
$117K +$2.67K +304 +2%
JHCP
128
Jackson Hole Capital Partners
Oklahoma
$114K +$8.77K +1,000 +8%
IA
129
Integrity Alliance
Iowa
$113K
RFN
130
Redwood Financial Network
Ohio
$111K -$21.2K -2,415 -15%
GVAG
131
Great Valley Advisor Group
Delaware
$109K +$116K +13,266 New
FIA
132
Foundations Investment Advisors
Arizona
$109K +$13.2K +1,510 +13%
Brown Advisory
133
Brown Advisory
Maryland
$109K
FAFN
134
First Affirmative Financial Network
Colorado
$104K +$111K +12,658 New
Nomura Holdings
135
Nomura Holdings
Japan
$103K -$12.6K -1,437 -10%
KA
136
Kovack Advisors
Florida
$102K -$26.4K -3,011 -19%
SCM
137
Saxony Capital Management
Missouri
$102K +$109K +12,389 New
RFA
138
Register Financial Advisors
Georgia
$102K +$473 +54 +0.4%
IPW
139
Impact Partnership Wealth
Georgia
$101K +$107K +12,237 New
CP
140
Castleview Partners
Texas
$101K -$11.8K -1,341 -10%
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$99.5K +$106K +12,096 New
AA
142
Advisory Alpha
Michigan
$97.8K +$2.65K +302 +3%
SIS
143
Sound Income Strategies
Florida
$94.4K +$2.35K +268 +2%
MFG
144
Merit Financial Group
Georgia
$94.2K +$3.13K +357 +3%
EAM
145
Empirical Asset Management
Massachusetts
$94.2K +$3.07K +350 +3%
Mariner
146
Mariner
Kansas
$92.8K -$21.6K -2,459 -18%
AWM
147
AE Wealth Management
Kansas
$90.8K +$4.23K +483 +5%
SW
148
Simplicity Wealth
New Jersey
$90.7K +$96.6K +11,020 New
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$88.8K -$285K -32,484 -75%
BAG
150
Bridgewealth Advisory Group
California
$88.1K

BBDC Hedge Fund Activity: Q1 2026 in Review

211 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Barings BDC (BBDC) for Q1 2026, worth a combined $393M — down 11% from $439M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of BBDC and 31 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 68 added.

The largest buyer was Russell Investments Group, adding an estimated $4.79M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $7.4M sold.

  • 211 institutional investors held Barings BDC (BBDC) as of Q1 2026, down from 218 in Q4 2025.
  • Funds reported $393M of Barings BDC stock for Q1 2026, down 11% quarter-over-quarter.
  • 31 funds opened new Barings BDC positions in Q1 2026 and 34 closed out, a net change of -3 holders.
  • The largest Barings BDC buyer in Q1 2026 was Russell Investments Group, an estimated $4.79M added.
  • The largest Barings BDC seller in Q1 2026 was Rivernorth Capital Management, an estimated $7.4M sold.

Based on aggregated 13F filings for Q1 2026.