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Barings BDC
BBDC

Overview Fund Activity

212 hedge funds and large institutions have $530M invested in Barings BDC in 2022 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 57 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+98
Holders Change %
+85.96%
% of All Funds
3.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
111
Increased
57
Reduced
19
Closed
11
Calls
$23K
Puts
$86K
Net Calls
-$63K
Net Calls Change
-$63K

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$24.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$7.61M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$9.84M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.6M
5
AM
5
Ares Management
California
$55.3M

Top Sellers

1
CCP
1
Clough Capital Partners
Massachusetts
$4.59M
2
UBS Group
2
UBS Group
Switzerland
$23M
3
BlackRock
3
BlackRock
New York
$3.82M
4
RVPG
4
Relative Value Partners Group
$14.3M
5
CCM
5
Condor Capital Management
New Jersey
$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPW
151
Pinnacle Private Wealth
Massachusetts
$130K +$130K +12,609 New
ISB
152
Iowa State Bank
Iowa
$129K +$129K +12,476 New
MWM
153
Mission Wealth Management
California
$127K – – –
SIA
154
Soltis Investment Advisors
Utah
$124K – – –
B
155
Bensler
Washington
$122K +$122K +11,820 New
AL
156
ADE LLC
Maryland
$122K +$122K +11,759 New
EWA
157
EP Wealth Advisors
California
$117K +$117K +11,302 New
PAG
158
Private Advisor Group
New Jersey
$117K +$117K +11,304 New
SWM
159
Spire Wealth Management
Virginia
$115K +$115K +11,170 New
PBF
160
Petix & Botte Financial
California
$107K +$107K +10,352 New
FAIM
161
Financial Advocates Investment Management
Washington
$106K +$106K +10,237 New
BFG
162
Bouchey Financial Group
New York
$106K +$106K +10,276 New
CFD
163
Creative Financial Designs
Indiana
$106K +$106K +10,297 New
IAIM
164
International Assets Investment Management
Florida
$105K +$105K +10,136 New
HH
165
Hilltop Holdings
Texas
$105K +$105K +10,145 New
TSWM
166
Tyler-Stone Wealth Management
Ohio
$104K +$104K +10,011 New
AIM
167
Axiom Investment Management
New York
$103K +$103K +10,000 New
AAS
168
Annex Advisory Services
Wisconsin
$103K +$103K +10,006 New
RG
169
Retirement Group
California
$101K +$101K +9,745 New
TRCT
170
Tower Research Capital (TRC)
New York
$101K +$101K +9,776 New
APA
171
American Portfolios Advisors
New York
$76.8K +$75.7K +7,324 +7,324%
HH
172
HWG Holdings
Texas
$73K +$73K +7,090 New
Citigroup
173
Citigroup
New York
$72K – – –
NFSG
174
Newbridge Financial Services Group
Florida
$71K +$71K +6,865 New
FPFS
175
First Personal Financial Services
North Carolina
$68K +$1.4K +136 +2%
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7
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